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