Retirement Plan Peer Review & Technical Specialist
Join Our Client’s Team as a Retirement Plan Peer Review & Technical Specialist
Are you passionate about retirement plan compliance and ready to make a meaningful impact? We’re seeking a knowledgeable and detail-oriented professional to join this company’s ERISA team as a Retirement Plan Peer Review and Technical Specialist . In this role, you’ll collaborate with Plan Administrators and other team members to ensure clients’ retirement plans are accurate, compliant, and aligned with their design.
Responsibilities
- Review plan valuations and administrative projects for accuracy and compliance with ERISA regulations and plan design.
- Provide expert consulting and research on ERISA compliance matters for internal teams and clients.
- Support the maintenance and review of plan documents, including amendments, restatements, and start-up plans.
- Respond to technical questions and provide guidance through our Quality Assurance inbox.
- Partner with Plan Administrators, Relationship Managers, and other departments to deliver training and ensure best practices.
- Stay updated on legislative changes and help implement necessary compliance procedures.
Why Join This Company?
Be part of a supportive and knowledgeable team that values integrity, collaboration, and continuous learning. We offer a dynamic work environment where your expertise is appreciated, and your contributions help shape the future of clients’ retirement plans.
Salary Range
$75,000 - $85,000 plus annual bonus
Application Process
Interested candidates should send their resume to:
Qualifications
- 5–7 or more years of experience in retirement plan administration or compliance review.
- Strong working knowledge of ERISA, DOL regulations, and plan types including 401(k), 403(b), 457, Cash Balance, Profit Sharing, and Money Purchase Plans.
- Proven ability to work independently with a proactive mindset and a sense of urgency.
- Excellent analytical, organizational, and communication skills.
- A collaborative team player who thrives in a fast-paced environment and can manage multiple priorities.
- Proficiency in Microsoft Office (Excel, Word, Outlook).
Preferred Qualifications
- Experience with Pension Pal or similar CRM systems.
- Familiarity with FT Williams software (Form 5500, plan documents, compliance modules).
- Bachelor’s degree in Business or a related field.
Additional Details
Seniority level: Associate
Employment type: Full-time
Job function: Finance
Location: Remote (U.S.)
Benefits include medical insurance, 401(k), and vision insurance.
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