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Retirement Plan Compliance Manager

Conrad Siegel

(Remote / Harrisburg PA)

Job Summary

At Conrad Siegel, the qualified candidate is a motivated, self-starter who has attained valuable industry experience allowing them to complete all job responsibilities independently and with merit. The Retirement Plan Compliance Manager reports to the Compliance Committee Chair and serves as an expert on retirement plan compliance. The individual will provide ERISA compliance support which includes, reviewing regulation changes, educating staff, and drafting forms. Other duties include working on summary plan descriptions, amendments, and plan documents.

Job Responsibilities

• Draft, review, and manage forms and documents
• Research questions and advise staff
• Provide compliance training and education to staff
• Assist with client correction work
• Provide support to our internal Qualified Domestic Relations Order (QDRO) team
• Serve as an active member of the company’s Compliance Committee
• Review regulatory changes

Qualifications

• Bachelor’s degree in Business, or related degree
• Holds a retirement industry designation (CPC, QKA, etc.)
• Minimum of 5 years’ experience working with retirement plans
• Strong conceptual and research skills
• Excellent written, oral, and interpersonal communication skills
• Ability to work independently and as part of a team

Working Hours & Expectations

This position is full-time exempt and requires an average of 40 hours per week. This position is fully remote.

Physical Requirements

While performing the responsibilities of this job, the employee must be able to sit for several hours at a time. The employee is regularly required to operate a computer and telephone. Work environment includes an indoor office with uniform temperatures.

Compensation

Conrad Siegel offers a competitive salary that is commensurate with education and experience. We recognize the value of a work-life balance and provide a liberal flex-time policy, comprehensive benefits package, and retirement plan.

How to Apply

To apply, please email your resume to resumes@conradsiegel.com.

*Pennsylvania or Maryland Residents. 

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