Remote Senior ERISA Compliance Analyst

Employee Fiduciary, LLC; Mobile (AL); Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Generous PTO

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability benefits

401(k) plan

Professional development

Job summary

Employee Fiduciary, LLC, based in Mobile, AL, is seeking a Senior ERISA Compliance Analyst to join the Compliance Department in a fully remote role. The analyst will manage the full lifecycle of compliance testing, government reporting, and plan document work for a mixed caseload of plans with complex provisions, exercising autonomy and escalation as needed.

The role reports to the Director of Compliance and offers benefits including PTO, medical/dental/vision, life insurance, disability, a

Qualifications

• Bachelor’s degree in business, finance, accounting, human resources, or a related field.
• 3–7 years of direct experience in retirement plan compliance testing, Form 5500 preparation, or plan document administration.
• Experience with at least one major retirement plan administration software platform (Relius, Ft William, ASC, Datair).
• ASPPA RPF designation achieved or in progress; QKA or other ASPPA/NIPA credentials preferred.
• Strong proficiency in Microsoft Office, particularly Excel.

Responsibilities

• Independently perform all annual nondiscrimination testing for plans, including plans with complex designs.
• Prepare and review Form 5500 filings for larger plans and those with higher complexity.
• Draft plan amendments for safe harbor addition/removal, eligibility changes, allocation changes, and initial adoption agreements.
• Serve as the primary compliance contact for assigned relationship managers.
• Train and mentor Compliance Analysts on testing methodologies and firm workflows; conduct initial quality review.

Skills

ERISA knowledge

Nondiscrimination testing

Plan documents

Advanced Excel

Mentoring

Data reconciliation

Communication

Education

Bachelor’s degree in business/finance/accounting/HR

ASPPA RPF designation in progress

Tools

Relius

Ft William

ASC

Datair

Job description

Employee Fiduciary, LLC, based in Mobile, AL, is seeking a Senior ERISA Compliance Analyst to join the Compliance Department in a fully remote role. The analyst will manage the full lifecycle of compliance testing, government reporting, and plan document work for a mixed caseload of plans with complex provisions, exercising autonomy and escalation as needed.

The role reports to the Director of Compliance and offers benefits including PTO, medical/dental/vision, life insurance, disability, a