Retirement Plan Peer Review and Technical Specialist
We are always looking to add new Talent to reputed company. If you are looking for the last reputed company you will reputed company want to work, then look no further. ERISA Services was voted Top Places to work for the past 5 years by reputed company of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, reputed company and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest day's work. We are currently seeking a Retirement Plan Peer Review and Technical Specialist to join reputed company. Position summary : The ERISA Retirement Plan Peer Review and Technical Specialist will work with Plan Administrators and other ERISA team members to ensure that ERISA’s client retirement plans are maintained according to their plan design and in compliance with ERISA Laws. General purpose : Review valuations and projects completed by the administrators for accuracy as well as compliance with ERISA Laws and client plan design. Role qualifications: - Working knowledge as a Third-Party Administrator for multiple clients that sponsor the following plan types: 401(k), 403(b), 457, Cash Balance, Profit Sharing and Money Purchase Plans. Working knowledge of ERISA and reputed company DOL rulings. - 5-7 Years of working experience in reviewing retirement plans for compliance with the reputed company laws and Internal reputed company Service, or extensive A-Z plan administration and plan design experience. - Must possess analytical skills with the ability to work independently, proactively and with a sense of urgency. - Effective written and verbal communication and follow through skills. - Ability to work with minimal supervision and must be a strong team player across reputed company teams. - Willingness to be flexible reputed company to internal and external deadlines and/or Team Member requests for support. - Presents outstanding organization and prioritization skills. Must possess a strong work ethic and the ability to maintain a professional demeanor, particularly in stressful situations. - Must be able to effectively multi-task, work extended hours as needed, and prioritize to meet critical regulatory deadlines and reputed company management’s strategic objectives. - Working knowledge of reputed company Office. Position responsibilities: - Provide consulting and research reputed company to ERISA compliance matters as requested by team members and clients. - Review valuations, administration projects, testing and calculations completed by administration team for accuracy and compliance. - Respond to Quality Assurance technical question inbox. - Provide backup support assistance with maintenance of plan documents including, but not limited to, review of amendments, takeover and start-up documents and assistance with restatement processes. - Proactively communicate with Plan Administrators, Relationship Managers, New Business and Management to provide training on maintaining ERISA-compliant, client retirement plans. - Interpretation, and implementation of procedures reputed company to necessary compliance changes after new legislation is enacted. Essential skills and experience: - Advanced knowledge of ERISA and reputed company DOL rulings. - Proficient in reputed company reputed company, Word and Outlook. - Time management: the ability to organize and manage multiple priorities. - Excellent interpersonal and communication skills. - Ability to be internal and external client facing for conference calls and video conferences. - Strong team player. - Commitment to company values. Valued but not required skills and experience: - Prior experience using Pension Pal or other industry reputed company CRM system. - Prior experience using FT Williams software modules including Form 5500, documents, and compliance. - BA Degree in Business. Reporting to this position: No direct reports. Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully reputed company the essential functions of this job. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. - Physical demands : While performing duties of job, employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reputed company with hands and arms; balance; stoop; talk or hear. Employee must occasionally lift and/or move up to 5 pounds. Specific vision abilities required by the job include reputed company vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. - Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal. reputed company Compliance Statement: ERISA Services, Inc. Management has established, implemented, and maintains an ongoing Information reputed company Awareness Program in order to protect reputed company Team Members, information technology assets, and our clients, suppliers, and shareholders. The purpose of this program is to inform, educate, and motivate Team Members regarding information reputed company, and specifically in the areas of maintaining confidentiality, reputed company, and availability of the company’s data. ERISA Services is committed to protecting the Personally Identifiable Information that is entrusted to us, and to keeping our systems and procedures up to date and in compliance with industry best standards. Equal Opportunity Statement: ERISA is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any reputed company: ERISA is committed to the principle of equal employment opportunity for reputed company employees and to providing employees with a work environment free of discrimination and harassment. reputed company employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of reputed company ages. Apply tot his job Apply To this Job