ERISA Consultant

ADP•El Paso, TX

11d•Hybrid

About The Position

As an ERISA Consultant, you will provide the interaction between our clients and ADP’s retirement offerings. Building strong relationships with clients and seamlessly implementing ADP’s technologies, you will ensure your clients are set up for long-term success with ADP. Even more, you will make an immediate impact once ADP’s services are delivered on the day-to-day lives of your clients’ employees. You will spend most of your day with the formulation of the adoption agreement, interpreting key legislations impacting the Retirement Service business function and client base as it relates to 401(K). To thrive in this role, you have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand. As a result, your delivery of key tasks to our clients and internal partners makes you proud. Pace and volume should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.

Requirements

3-5 years working with in the financial industry and with 401K plans specifically.
Willingness to work overtime hours during peak seasons.
Experience noted above, OR Military Experience.

Nice To Haves

Understanding of ERISA Law and related regulatory guidance from IRS/DOL
Understanding of Recordkeeping requirements for qualified plans
Understanding of plan document requirements
Ability to analyze complex issues and identify solutions.

Responsibilities

Communicating with new clients, analyze existing plan documentation to identify plan provisions, features, and benefits.
Identify any issues with plan documentation that could lead to plan qualification issues and address with client.
Create new plan documents and client account agreements as applicable for new business clients including all ancillary service schedules.
Maintain plan documents for assigned clients for any legislative or regulatory changes, as necessary.
Create and maintain any client requested plan document or service agreement amendments.
Identify, research, and communicate any regulatory compliance issues for assigned clients based upon understanding of applicable laws and regulations.
Consult with the various business groups including client service, operations, and new business, about ERISA issues that affect their individual job functions.
Works on projects designed to ensure ERISA compliance for new processes, products, procedures, and regulatory changes.
Research and resolve ERISA questions from internal clients through the various ERISA Mailboxes for pooled client base.