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ERISA Document Specialist

My Benefits, LLC

in Daphne AL / Greenville SC

My Benefits LLC

Who we are:

My Benefits, LLC is a rapidly growing and industry leading retirement plan consulting firm. With tremendous passion for supporting financial advisors, their business owner clients and retirement plan participants, we are committed to thinking differently and challenging the status quo in the retirement plan industry. We strive to develop innovative solutions to deliver an ideal client experience and help all Americans achieve a dignified retirement. 

Headquartered in Atlanta, GA, with an office in Daphne, AL and growing team in South Carolina, we truly believe in the magic of a collaborative team environment.  My Benefits, LLC teammates are enthusiastic and imaginative individuals committed to personal and professional development to the betterment of themselves, colleagues and business partners.

What you will do:

 A My Benefits, LLC ERISA Document Specialist is responsible for taking direct ownership for administering, communicating and consulting with financial advisors and their business owner clients.  This highly motivated, dynamic and articulate individual must be dedicated to help support the success of teammates, clients and partners.  Your personal interaction skills will be heavily utilized when communicating meaningful deliverables to financial services professionals, business owners, human resource professionals and colleagues.  As a My Benefits, LLC ERISA Document Specialist, you will be joining a collaborative team of peers and colleagues working on game-changing retirement plan solutions. 

What you will get:

My Benefits, LLC is committed to helping individuals grow their careers in the $5.3 trillion 401(k) retirement plan industry.  Our subject matter experts are committed to the development of coachable individuals to ensure that team members gain the industry knowledge, skills and credentials to develop and grow both personally and professionally.  In addition, our collaborative team approach ensures a plan administrator is provided with the necessary tools, resources and support to deliver meaningful results to financial advisors, plan sponsors and retirement plan participants. 

A My Benefits, LLC ERISA Document Specialist should expect to receive a:

  • Team of colleagues that care about you and dedicated to supporting you in achieving your professional and personal goals;
  • A competitive and meaningful compensation and benefits package;
  • An environment that is focused on having fun together, learning, enjoying your colleagues, the retirement plan industry and the professionals you will meet along the way.

Job Responsibilities include:

  • Draft plan documents for new plans
  • Analyze existing plan documents for new clients transitioning plan services to My Benefits, LLC
  • Lead discussions with internal colleagues and new clients needing to make decisions on plan provision changes to optimize plan effectiveness and operational efficiency
  • Draft and restate 401k, 403b and 457 plan documents for new and existing clients
  • Partner with internal colleagues, recordkeeping partners, financial advisors and plan sponsors in the implementation of new plans and/or conversion of existing plans
  • Draft plan amendments as requested by existing clients
  • Draft and review SPD’s, SMM’s, Annual Plan Notices, etc. for delivery to plan sponsors and plan participants
  • Assist with various IRS filings, including but not limited to VCP filing assistance
  • Lead technical research to determine ERISA compliance and best practices for client requests, law changes, provision interpretations, etc.
  • Assist with development of internal processes and training team members to accommodate ERISA law changes and/or IRS/DOL bulletins
  • Assist with the review and approval of QDRO’s

What you need to bring:

  • Bachelor’s degree required
  • Excellent verbal and written communication skills to clearly, confidently and professionally convey complex subject matter in an approachable way
  • A minimum of 3-5 years Plan Document experience
  • Excellent math, analytical, and organization skills; attention to detail
  • Preferred ASPPA or NIPA industry Credentials
  • FTW Administration and 5500 software experience preferred
  • Commitment to working in a team environment
  • Willingness to take on Leadership role
  • Goes the extra mile without being asked

How to Apply

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