The role involves acting as a subject matter expert in ERISA to provide comprehensive governance and compliance advice to qualified plan sponsors
Job Summary
The role involves acting as a subject matter expert in ERISA to provide comprehensive governance and compliance advice to qualified plan sponsors.
Responsibilities include analyzing plan data, authoring custom reports, and presenting complex regulatory findings to both technical and non-technical audiences.
Candidates must ensure fiduciary best practices while navigating legislative changes and maintaining strict confidentiality of client data.
Matching Summary
The role involves acting as a subject matter expert in ERISA to provide comprehensive governance and compliance advice to qualified plan sponsors.
Skills & Requirements
Must-have
ERISA compliance expertise
401(k) plan administration experience
Data analysis and reporting skills
Client-facing communication abilities
Project management in fast-paced environment
Nice-to-have
Experience with recordkeeping service providers
QKA designation preferred
FINRA Series 6 or 7 license
Strong attention to detail
Self-management capabilities
Key Requirements
Bachelor's degree in accounting, math, business, or related field
3+ years of ERISA and defined contribution plan experience