ERISA Compliance Analyst
About The Position
Employee Fiduciary LLC is a fast-growing provider of affordable, expertly managed 401(k) plans. The company aims to make plan administration transparent and stress-free for business owners and emphasizes exceptional service, innovative solutions, and measurable returns on spending. The full-time ERISA Compliance Analyst joins the Compliance Department, which performs year-end nondiscrimination testing and Form 5500 reporting, prepares and maintains plan documents, and provides ERISA technical support for clients’ retirement plans. This is a fully remote position based out of the company’s headquarters in Mobile, Alabama, and reports to the Director of Compliance. The role may require performing its functions with or without reasonable accommodation.
Requirements
- Strong proficiency in Microsoft Office, particularly Excel; advanced knowledge of Microsoft Excel is required.
- Ability to develop strong proficiency in Relius, FT William, and the company’s CRM platform.
- Ability to learn and understand department processes, procedures, and standards.
- Ability to manage multiple tasks and meet deadlines.
- Excellent organizational and communication skills.
- Ability to read, write, and communicate clearly in English.
- Ability to maintain effective working relationships with colleagues.
- Strong communication skills and ability to handle difficult individuals or situations.
- A bachelor’s degree in accounting or finance is preferred. Two or more years of ERISA compliance-related work experience, along with accounting coursework, may be substituted for a degree.
Nice To Haves
- ASPPA CPC, QPA, or QKA professional credentials.
- Prior experience with Relius, FT William, or similar software.
- A bachelor’s degree in accounting or finance.
Responsibilities
- Prepare nondiscrimination testing, Form 5500 filings, and plan document amendments for assigned clients.
- Learn and maintain a working knowledge of qualified plan regulations.
- Learn and maintain a working knowledge of the software and tools necessary to perform job duties, particularly FT William applications used for nondiscrimination testing, Form 5500 filings, and plan documents.
- Complete additional compliance-related projects as assigned.
- Respond to ERISA technical questions from plan sponsors and administrators.
- Follow company policies and procedures.
Benefits
- Generous paid time off.
- Medical, dental, and vision coverage.
- Group life insurance.
- Company-paid short- and long-term disability benefits.
- 401(k) plan.
- Professional development and certification support.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
