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ERISA Compliance Consultant

Employee Fiduciary, LLC

in Mobile, AL / FL

Employee Fiduciary, LLC is a professional services firm experiencing rapid growth. Our company has been profiled in Money magazine and is a leading provider of low-cost 401(k) plans to small and mid-sized businesses.

Employee Fiduciary is currently seeking an ERISA Compliance Consultant for our ERISA Compliance & Consulting (ECC) department. ECC provides legal compliance services to Employee Fiduciary clients. This position is located in our Mobile, AL or Saint Petersburg, FL office and it reports to the Director, ERISA Compliance & Consulting.

This position is an excellent opportunity for the right candidate to advance their career in the 401(k) industry.

Essential Functions: (must be able to perform these functions, with or without a reasonable accommodation). 

  • Review nondiscrimination testing, Form 5500s, plan document amendments completed by team members
  • Prepare nondiscrimination testing, Form 5500s, and plan document amendments for assigned clients
  • Learn and maintain ability to prepare plan documents, amendments, notices and SPDs for new business clients
  • Learn and maintain ability to review QDRO’s and determine the award to alternate payee
  • Mentor and develop department staff by providing ERISA technical guidance and review feedback
  • Respond to escalated ERISA technical questions asked by plan sponsors or administrators
  • Maintain an expert knowledge of qualified plan regulations
  • Develop an expert knowledge of Ft William applications and tools used to complete nondiscrimination testing, Form 5500s and plan documents
  • Complete ERISA consulting projects as assigned
  • Contribute to team effort by accomplishing other duties as needed
  • Follow policies and procedures set forth by the company

Skills, knowledge and abilities: (these are required to enable job holder to perform the essential functions of the job).

  • A strong proficiency in the use Microsoft Office software, particularly in Excel
  • Ability to develop and maintain a strong proficiency in the use of Relius, Ft William and Pension Pal software and the ability to train others on their use
  • An expert understanding of department processes, procedures and standards
  • Assumes responsibility for actions and accountability for work performance
  • Ability to interact cordially and productively with all company employees
  • Ability to handle multiple tasks effectively
  • Ability to work under pressure and to prioritize
  • Excellent organizational skills
  • Ability to use general office equipment including computer keyboard by touch, voice mail system, copy machine, and printers
  • Ability to proficiently read, write and communicate clearly in English
  • Ability to maintain an effective working relationship with, and among employees
  • Effective communications skills with ability to handle difficult people or situations
  • Be a role model to team and others throughout company

Experience and Education Requirements:

  • Accounting or finance degree preferred.  Five or more years ERISA compliance related work experience and accounting classes may be substituted for degree. ASPPA QKA designation required. Advanced knowledge of Microsoft Excel required.  Prior experience with Relius Administration and Ft William or similar software is a plus. 

Founded in 2004, Employee Fiduciary administers more than 2,500 401(k) plans nationwide. We have offices located in Mobile, AL and Saint Petersburg, FL. We charge flat, fully-transparent fees for all our services that are among the lowest in the industry.

Employee Fiduciary understands the importance of attracting and retaining the best people. Our culture values and rewards hard work, innovative thinking and a customer-focused orientation. Our services are delivered with "best practices" in mind wherever possible to best ensure customer satisfaction.

We offer competitive benefits, including medical, vacation pay and safe harbor 401(k) plan coverage. Compensation for this position will be based on experience and knowledge of required tasks.

How to Apply

To apply for this position, please send your resume, cover letter and salary requirements to Andrew Fleischamel:

Visit our web site.

This ad has been viewed 767 times. It expires on 7/1/2017.

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