Retirement Plan Quality Assurance Specialist

Poppy Bank; United States; Remote; USD 95,000 - 130,000; Full time

Job summary

ERISA Services is seeking a seasoned Quality Assurance Specialist to join our retirement plan team. If you excel at turning complex rules into clear, compliant results, this is the place for you.

You will review valuations, testing, and calculations, provide guidance on ERISA matters, and serve as a technical resource for Plan Administrators and colleagues. The role rewards accuracy, problem-solving, and collaborative learning across the organization.

Qualifications

• 8+ years in retirement plan industry with compliance review and plan administration.
• Deep ERISA and DOL requirements knowledge.
• Ability to research complex technical questions independently.
• Strong communication and collaboration across teams.
• Experience with plan documents and amendments.

Responsibilities

• Review valuations, administration projects, compliance testing and calculations.
• Research and guide on ERISA and retirement plan compliance.
• Answer technical questions submitted to Quality Assurance.
• Support plan documents, amendments, takeover, start-up documents, restatements.
• Provide technical guidance and training with Plan Administrators and others.
• Interpret regulatory changes and implement related procedures.
• Promote consistency, accuracy, and quality in retirement plan administration.

Skills

Retirement plan expertise

ERISA knowledge

DOL compliance

Analytical skills

Written communication

Research ability

Time management

Team collaboration

MS Office proficiency

Education

Bachelor’s degree in Business or related field

Tools

Pension Pro

FT William

Job description

Build Your Career with a Company That Invests in Its People

Are you looking for a career, not just another job?

At ERISA Services, we believe great work starts with great people. We are proud to have been recognized as a Top Workplace for six years running, an honor that means even more to us because it is based on feedback from our own team members. We have built a culture centered around teamwork, integrity, growth, and doing our very best for our clients and one another. If you are looking for a place where your experience is valued, your expertise can make an impact, and you can continue to grow your career, we would love to meet you.

We are seeking an experienced Quality Assurance Specialist to join our team. This is a great opportunity for a seasoned retirement plan professional who enjoys digging into the details, solving complex compliance questions, and sharing their knowledge with others.

In this role, you will work closely with our Plan Administrators and other team members to review retirement plan administration, valuations, testing, calculations, and special projects for accuracy and compliance. You will also serve as a trusted technical resource, providing research, guidance, and support on retirement plan and compliance matters.

If you are detail-oriented, enjoy solving complex problems, and are ready to use your retirement plan expertise in a role where quality truly matters, we would love to hear from you!

What You’ll Do

• Review valuations, administration projects, compliance testing, and calculations for accuracy and compliance.
• Research and provide guidance on ERISA and retirement plan compliance matters.
• Respond to technical questions submitted to the Quality Assurance team.
• Provide support related to plan documents, including amendments, takeover and start-up documents, and restatement projects.
• Partner with Plan Administrators, Relationship Managers, New Business, and Management to provide technical guidance and training.
• Assist with interpreting regulatory and legislative changes and implementing related procedures.
• Help promote consistency, accuracy, and quality throughout our retirement plan administration processes.

What We’re Looking For

• 8+ years of retirement plan industry experience, including significant experience with compliance review, A–Z plan administration, and/or plan design.
• Working knowledge of 401(k), 403(b), 457, Cash Balance, Profit Sharing, and Money Purchase Plans.
• Advanced knowledge of ERISA and related Department of Labor requirements.
• Strong analytical, problem-solving, organizational, and time-management skills.
• Excellent written and verbal communication skills.
• Ability to independently research complex technical questions while knowing when collaboration or additional guidance is appropriate.
• Ability to manage multiple priorities and regulatory deadlines.
• Strong team orientation with a willingness to share knowledge and support others.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Commitment to ERISA Services’ Core Values.

Experience That Would Be A Plus

• Experience using Pension Pro or another retirement industry CRM system.
• Experience with FT William software, including Form 5500, plan documents, and compliance modules.
• Bachelor’s degree in Business or a related field.

Our Core Values

Our Core Values guide how we work with our clients and one another every day:

Humble, Hungry, Smart | Run to the Awkward | They Deserve Our Best | You’ve Got This

Come grow with us. We would love to meet you!

ERISA Services is committed to providing equal employment opportunities and maintaining a workplace free from unlawful discrimination and harassment. Employment decisions are based on business needs, job requirements, individual qualifications, and other lawful considerations, without regard to any status protected by applicable federal, state, or local law. Reasonable accommodations are available to qualified individuals with disabilities in accordance with applicable law.