ERISA Compliance Analyst

Overview

This role is for a full-time ERISA Compliance Analyst to join the Compliance Department. The department 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 headquarters in Mobile, AL, and it reports to the Director of Compliance.

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 software and tools necessary to perform job duties, particularly FT William applications used to complete 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.

Requirements

• Must be able to perform the essential functions of the role, with or without reasonable accommodation.
• Strong proficiency in Microsoft Office, particularly Excel.
• 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, including the ability to handle difficult individuals or situations.

Preferred Qualifications

• Bachelor’s degree in accounting or finance preferred.
• Two or more years of ERISA compliance-related work experience, along with accounting coursework, may be substituted for a degree.
• ASPPA CPC, QPA, or QKA professional credentials are a plus.
• Prior experience with Relius, FT William, or similar software is a plus.

Compensation & Benefits

This position is eligible to participate in the organization’s benefit plans, including:

• 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
• And more!