ERISA Services Manager

Voya Financial; Atlanta (GA); Remote; USD 75,000 - 127,000; Full time

Job summary

A leading financial services company is seeking an ERISA Services Manager to oversee compliance testing and manage a dedicated team. This role offers a flexible remote work environment and involves significant interaction with clients and internal stakeholders to ensure regulatory adherence and process improvements. The ideal candidate will have extensive ERISA knowledge, strong leadership skills, and a commitment to fostering a culture of inclusion and excellence.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with matching

Retirement Plans

Tuition Reimbursement

Paid Time Off

Volunteer Days

Qualifications

• 5-7 years industry experience, with 3-5 years in ERISA compliance.
• Knowledge of ERISA and IRC 401(a) is required.
• Industry certifications (SPARK, NIPA, ASPPA, CEBS) are strongly preferred.

Responsibilities

• Manage non-discrimination testing and Form 5500 preparation.
• Collaborate with staff and clients to develop cure strategies for failed tests.
• Participate in pre-sale and new client onboarding to showcase capabilities.

Skills

Communication

Management

Organizational Skills

Customer Focused

Critical Thinking

Team Mentality

Business Acumen

Learning Agility

Education

Bachelor’s degree in Business Administration

JD or Master’s in Accounting or Taxation

Tools

Omni

ASC

Relius

Job description

Join to apply for the ERISA Services Manager role at Voya Financial.

Get AI-powered advice on this job and more exclusive features.

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners, and colleagues. We stand up for and champion everyone’s access to opportunities because we believe every individual and community deserves access to financial opportunities. Our actions today are crucial for a better tomorrow.

Voya values boldness and commitment to action. We foster an inclusive work environment where differences are understood, valued, and pursued. Our employees shape our culture and are encouraged to bring their whole selves to work, positively influencing our culture, serving clients, and enriching communities.

Are you ready to join a company with purpose and a winning culture? Start your Voyage – Apply Now

Get To Know The Opportunity

The ERISA Services Manager acts as the primary contact for relationship managers and clients regarding non-discrimination testing (ADP/ACP, 415, 410(b), Top Heavy, and complex testing), test cure strategies, and signature-ready Form 5500 requirements. This role oversees a team of ERISA Services staff to ensure proper testing and reporting strategies are in place.

Note: This role offers a FLEXIBLE work location! It is 100% remote.

The Contributions You’ll Make

• Manage non-discrimination testing and Form 5500 preparation, ensuring compliance with deadlines. Provide consultation on complex compliance issues.
• Ensure system capabilities (Omni, ASC, Relius) support accurate testing/reporting. Lead initiatives to update systems for regulatory changes and efficiency.
• Analyze plan and employer requirements to determine testing methodologies. Develop capabilities for testing various plan types as needed.
• Collaborate with staff and clients to develop cure strategies for failed tests, ensuring accurate calculations and compliance.
• Participate in pre-sale and new client onboarding to showcase Voya ERISA Services capabilities. Support sales efforts with presentations and materials.
• Manage product development and process improvements, ensuring procedures and communications are current.
• Perform other duties as assigned.

Minimum Knowledge & Experience

• 5-7 years industry experience, with 3-5 years in ERISA compliance. Knowledge of ERISA and IRC 401(a) is required.
• Familiarity with current recordkeeping systems is desirable.
• Industry certifications (SPARK, NIPA, ASPPA, CEBS) are strongly preferred.
• Excellent communication skills, with ability to interact with senior management, are required.
• Strong management and organizational skills are essential.

Preferred Knowledge & Experience

• Bachelor’s degree in Business Administration or related field; JD or Master’s in Accounting or Taxation is a plus.

Compensation Pay Disclosure

The annual base salary range for this role is $75,830 - $126,390 USD, with potential incentives. Actual offers depend on location, experience, education, and skills. Salaries for part-time roles are prorated.

Benefits and Culture

Voya offers comprehensive benefits including health, dental, vision, life insurance, 401(k) with matching, retirement plans, tuition reimbursement, paid time off, volunteer days, and more. We promote a culture of diversity, inclusion, and well-being.

Critical Skills for Success

• Customer Focused
• Critical Thinking
• Team Mentality
• Business Acumen
• Learning Agility

Equal Employment Opportunity

Voya is an equal-opportunity employer, committed to inclusion and reasonable accommodations for applicants with disabilities.