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ERISA Specialist

Newport Group

in Saint Petersburg, FL / Minneapolis, MN


Newport Group has an excellent opportunity for a ERISA Specialist is responsible for assisting consultants with various projects and deliverables for our internal and external clients including IRS filings, corrections to operational and document errors, and other document team members, conducting plan design calls, preparing and reviewing higher level, more technical plan documents as well as reviewing government filings and serving as a resource both internally and externally as a plan document subject matter expert.

The ERISA Specialist will be responsible for preparing calculations for late deposits and missed deferral opportunities. Prepare drafts of document team technical communications for review by supervisors and prepare government filings (VCP and Determination Letter filings) for review by supervisors. In addition, s/he assist with preparation and review of plan amendments as assigned, and assist with QDRO reviews and other compliance-related projects. Prepare plan merger documents and 411(d) review documentation.

S/he will interact with sales consultants, team colleagues and other personnel as needed to complete assigned projects by deadlines while effectively collaborating with team members to facilitate team objectives


  • Bachelor’s degree in Finance, Accounting, Business or related field
  • Minimum of 2 years’ experience in retirement plan industry
  • Possess excellent interpersonal and PC skills
  • Preferred Designations from ASPPA or NIPA
  • Self-motivated
  • Detail-oriented

How to Apply

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This ad has been viewed 600 times. It expires on 5/8/2017.

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