ERISA Retirement Plan Specialist

SaveDay Inc; Sunnyvale (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

SaveDay Inc in Sunnyvale, California, is seeking a qualified professional for ERISA plan administration. Responsibilities include managing Defined Benefit and defined contribution plans, ensuring compliance, and preparing necessary documentation.

The ideal candidate should have experience in operational and regulatory compliance, with certifications such as QPA, QPFC, ERPA, or CPC being advantageous. Join us to help clients navigate complex plan issues while maintaining confidentiality in accordance with EEO guidelines.

Qualifications

• Experience in ERISA plan administration and compliance.
• Familiarity with financial statements and nondiscrimination testing.

Responsibilities

• Responsible for all aspects of ERISA plan administration.
• Maintain plans' qualified status and review plan documents.
• Resolve operational and regulatory compliance issues.

Education

Certification QPA

Certification QPFC

Certification ERPA

Certification CPC

Job description

SaveDay Inc in Sunnyvale, California, is seeking a qualified professional for ERISA plan administration. Responsibilities include managing Defined Benefit and defined contribution plans, ensuring compliance, and preparing necessary documentation.

The ideal candidate should have experience in operational and regulatory compliance, with certifications such as QPA, QPFC, ERPA, or CPC being advantageous. Join us to help clients navigate complex plan issues while maintaining confidentiality in accordance with EEO guidelines.