Retirement Plan Peer Review & Technical Specialist

CPS, Inc.; Madison (WI); Remote; USD 75,000 - 85,000; Full time

Job summary

Join a leading company as a Retirement Plan Peer Review & Technical Specialist, where you'll ensure clients' retirement plans are compliant and accurate. This role involves reviewing plan valuations, providing expert consulting on ERISA regulations, and collaborating with various teams. Enjoy a supportive work environment with opportunities for continuous learning and a competitive salary range of $75,000 to $85,000 plus bonuses.

Benefits

Medical insurance

401(k)

Vision insurance

Qualifications

• 5–7 or more years of experience in retirement plan administration or compliance review.
• Strong working knowledge of ERISA and DOL regulations.
• Proven ability to work independently with a proactive mindset.

Responsibilities

• Review plan valuations for accuracy and compliance with ERISA regulations.
• Provide expert consulting on ERISA compliance matters.
• Support maintenance and review of plan documents.

Skills

Analytical skills

Organizational skills

Communication skills

Proactive mindset

Team collaboration

Education

Bachelor’s degree in Business or a 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 seeking 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 and knowledgeable team that values integrity, collaboration, and continuous learning. We offer a dynamic work environment where your expertise is appreciated, and your contributions help shape the future of clients’ retirement plans.

Salary Range

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

Application Process

Interested candidates should send their resume to: [e-mail]

Qualifications

• 5–7 or more years of experience in retirement plan administration or compliance review.
• Strong working knowledge of ERISA, DOL regulations, and plan types including 401(k), 403(b), 457, Cash Balance, Profit Sharing, and Money Purchase Plans.
• Proven ability to work independently with a proactive mindset and a sense of urgency.
• Excellent analytical, organizational, and communication skills.
• A collaborative 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 a related field.

Additional Details

Seniority level: Associate

Employment type: Full-time

Job function: Finance

Location: Remote (U.S.)

Benefits include medical insurance, 401(k), and vision insurance.