Retirement Plan Peer Review & Technical Specialist

CPS, Inc.; Orlando (FL); Remote; USD 75,000 - 85,000; Full time

Job summary

Join a leading company as a Retirement Plan Peer Review & Technical Specialist. In this remote role, you will ensure compliance and accuracy in retirement plans, collaborate with various teams, and leverage your expertise in ERISA regulations. This position offers a dynamic environment and a competitive salary range of $75,000 - $85,000 plus annual bonus.

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.
• Proven ability to work independently and manage multiple priorities.

Responsibilities

• Review plan valuations and ensure compliance with ERISA regulations.
• Provide expert consulting on ERISA compliance matters.
• Partner with teams to deliver training and implement compliance procedures.

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 team members to ensure clients’ retirement plans are accurate, compliant, and aligned with their design.

What You’ll Do

• 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 ahead of 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 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

Ready to take the next step in your career?

Apply today by sending your resume to: [e-mail]. We look forward to hearing from you!

What We’re Looking For

• 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).

Nice to Have

• 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 (originally noted as Pine Hills, FL, but position is 100% remote)