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ERISA Technical Consultant

Voya Financial

in Remote

Logo for Voya Financial

Profile Summary:

The ERISA Technical Consultant will provide technical training and support to members of Voya’s ERISA Services Team that provides full service compliance testing and 5500 reporting for 401(k), 403(b), and Profit Sharing Plans.  This position will take a lead role on enhancement and/or development of systems, procedures and controls to expand Voya’s existing service offerings. 

Position Description:

  • Provide technical support to a team of professionals conducting compliance services for Profit Sharing, 401(k) and 403(b) plans.  
  • Help develop and implement process, procedures and controls to enhance Voya’s existing standard compliance testing and Form 5500 service enhancements. 
  • Perform compliance testing including with a strong focus on 410(b) (ratio percentage test/average benefit), 414(s) testing, 401(a)(4), and Rights Benefits and Features.
  • Calculate employer contributions for Safe Harbor and New Comparability plans.
  • Provide consulting and plan design assistance to relationship management, plan management and clients.
  • Work and gain knowledge of Voya’s recordkeeping system and valuation reports.
  • Other duties as assigned.

Knowledge & Experience:

  • Bachelor’s degree In Business Administration or related work experience in ERISA compliance.
  • 8-10 years industry experience, with 5-7 years’ experience in an ERISA compliance setting is desired.
  • Knowledge of ERISA and applicable IRS Code is required
  • Knowledge of Actuarial Systems Corporation Administration (ASC) or equivalent testing software is a must.
  • Knowledge of Microsoft Excel, Word and PowerPoint.
  • Industry designation is strongly preferred (SPARK, NIPA, ASPPA, CEBS, ERPA)
  • Exceptional oral and written communication skills with ability to interact with senior managers required. 
  • Ability to multitask, prioritize and problem solve independently.

How to Apply

Apply Now


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