ERISA Retirement Plans Manager

Role responsibilities

The role involves preparing various compliance tests and serving as a primary liaison for complex ERISA compliance issues. Additionally, the manager will assist clients with employer contributions and lead training programs.

Requirements

Candidates should have 4-7 years of experience in the qualified retirement plan industry with a strong understanding of IRS and DOL regulations. A bachelor's degree in Accounting, Math, or Finance is preferred, along with relevant certifications.

Key skills

Erisa Compliance Testing, Reporting Services, Problem-Solving Skills, Verbal Communication, Written Communication, Microsoft Excel, Project Leadership, Nondiscrimination Testing, Client Management, Training Development, Peer Review, Complex Plans Testing, IRS Regulations, DOL Regulations, Employer Contributions, Auditor Requests

Keywords

Erisa, Retirement Plans, Compliance Testing, Reporting, IRS, DOL, Nondiscrimination Testing, Form 5500, Form 8955-SSA, ADP Testing, ACP Testing, Top Heavy Testing, 401(A)(4) Testing, Actuarial Systems Corporation, Client Management, Training Programs, Auditor Requests, Employer Contributions, Financial Services, Retirement Plan Administration