Retirement Plan Peer Review & Technical Specialist

CPS, Inc.; Doylestown (Bucks County); Remote; USD 75,000 - 85,000; Full time

Job summary

A leading company is seeking a Retirement Plan Peer Review & Technical Specialist to join their ERISA team. This remote position involves ensuring clients' retirement plans are compliant and accurate, providing expert consulting, and collaborating with various departments. Ideal candidates will have extensive experience in retirement plan administration and a strong understanding of ERISA regulations.

Qualifications

• 5–7+ years of experience in retirement plan administration or compliance review.
• Strong knowledge of ERISA and DOL regulations.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Review plan valuations for accuracy and compliance with ERISA regulations.
• Provide consulting on ERISA compliance matters.
• Stay updated on legislative changes and implement compliance procedures.

Skills

Analytical skills

Organizational skills

Communication skills

Proactive approach

Team player

Education

Bachelor’s degree in Business or related field

Tools

Microsoft Office

Pension Pal or similar CRM systems

FT Williams software

Job description

Retirement Plan Peer Review & Technical Specialist

Join Our Client’s Team as a Retirement Plan Peer Review & Technical Specialist

Are you passionate about retirement plan compliance and ready to make a meaningful impact? We’re looking for a knowledgeable and detail-oriented professional to join this company’s ERISA team as a Retirement Plan Peer Review and Technical Specialist. In this role, you’ll collaborate with Plan Administrators and other team members to ensure clients’ retirement plans are accurate, compliant, and aligned with their design.

Responsibilities

• Review plan valuations and administrative projects for accuracy and compliance with ERISA regulations and plan design.
• Provide expert consulting and research on ERISA compliance matters for internal teams and clients.
• Support the maintenance and review of plan documents, including amendments, restatements, and start-up plans.
• Respond to technical questions and provide guidance through our Quality Assurance inbox.
• Partner with Plan Administrators, Relationship Managers, and other departments to deliver training and ensure best practices.
• Stay updated on legislative changes and help implement necessary compliance procedures.

Why Join This Company?

Be part of a supportive, collaborative team that values integrity and continuous learning. We offer a dynamic work environment where your expertise is appreciated and your contributions influence the future of clients’ retirement plans.

Salary Range

$75,000 - $85,000 plus annual bonus

Qualifications

• 5–7+ years of experience in retirement plan administration or compliance review.
• Strong knowledge of ERISA, DOL regulations, and plan types including 401(k), 403(b), 457, Cash Balance, Profit Sharing, and Money Purchase Plans.
• Ability to work independently with a proactive approach and sense of urgency.
• Excellent analytical, organizational, and communication skills.
• Team player who thrives in a fast-paced environment and can manage multiple priorities.
• Proficiency in Microsoft Office (Excel, Word, Outlook).

Preferred Qualifications

• Experience with Pension Pal or similar CRM systems.
• Familiarity with FT Williams software (Form 5500, plan documents, compliance modules).
• Bachelor’s degree in Business or related field.

Additional Information

Employment type: Full-time

Seniority level: Associate

Job function: Finance

This position is 100% remote.