Retirement Plan Peer Review & Technical Specialist

CPS, Inc.; Wyomissing (Berks County); On-site; USD 75,000 - 85,000; Full time

Job summary

Join a leading financial services company as a Retirement Plan Peer Review & Technical Specialist. This role involves ensuring clients' retirement plans are compliant and accurate, collaborating with various teams, and providing expert consulting on ERISA regulations. With a supportive team environment, your contributions will significantly impact clients' retirement plans.

Qualifications

• 5–7+ years of experience in retirement plan administration or compliance review.
• Strong knowledge of ERISA and DOL regulations.
• Proficient in Microsoft Office, especially Excel.

Responsibilities

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

Skills

Analytical skills

Organizational skills

Communication skills

Proactive work ethic

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 seeking a knowledgeable and detail-oriented professional to join this company’s ERISA team as a Retirement Plan Peer Review and Technical Specialist. You will collaborate with Plan Administrators and 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 via 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 assist in implementing necessary compliance procedures.

Why Join This Company?

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

Salary Range

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

Application Process

Interested? Send your resume to: [e-mail]. We look forward to hearing from you!

Qualifications

• 5–7+ years of experience in retirement plan administration or compliance review.
• Strong knowledge of ERISA, DOL regulations, and plan types (401(k), 403(b), 457, Cash Balance, Profit Sharing, Money Purchase Plans).
• Proactive, independent worker with a sense of urgency.
• Excellent analytical, organizational, and communication skills.
• Team player capable of managing multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office (Excel, Word, Outlook).

Preferred Skills

• 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 Details

• Seniority Level: Associate
• Employment Type: Full-time
• Job Function: Finance
• Industries: Financial Services, Human Resources Services