Retirement Plan Peer Review & Technical Specialist

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

Job summary

Join a leading company as a Retirement Plan Peer Review & Technical Specialist, where you will ensure clients’ retirement plans are compliant and accurate. Collaborate with a supportive team, utilize your expertise in ERISA, and contribute to meaningful retirement solutions. Enjoy a remote work environment and a competitive salary.

Qualifications

• 5–7+ years of experience in retirement plan administration or compliance review.
• Strong knowledge of ERISA, DOL regulations, and various plan types.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Review plan valuations and administrative projects for compliance with ERISA.
• 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-oriented

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 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 help implement necessary compliance procedures.

Why Join This Company?

You’ll be part of a supportive, collaborative team that values integrity 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

Application Process

Interested? Send your resume to: [e-mail]

Minimum Qualifications

• 5–7+ years of experience in retirement plan administration or compliance review.
• Strong knowledge of ERISA, DOL regulations, and plan types (e.g., 401(k), 403(b), 457, Cash Balance, Profit Sharing, Money Purchase Plans).
• Ability to work independently with a proactive approach and sense of urgency.
• Excellent analytical, organizational, and communication skills.
• Team-oriented with the ability to manage multiple priorities in a fast-paced environment.
• 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 Details

Seniority level: Associate

Employment type: Full-time

Job function: Finance

This position is 100% remote.