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ERISA Compliance Manager

TCG Administrators, LP

in Telecommute / Austin TX

Logo for TCG Administrators, LP

The ERISA Compliance Manager will be responsible for completing annual 5500 and discrimination testing for retirement plans administered by TCG Administrators as well as assisting with other retirement compliance tasks for all affiliates.    

Job duties will include but are not limited to:

  • Completion of annual Discrimination testing, including 401(a)4, BRF, and 414(s)
  • Calculation of annual Allocations
  • Completion of annual 5500 Filings
  • Assist Plan Sponsors with annual Audits
  • Completion of annual 8955-SSA Forms
  • Earnings calculations and completion of applicable Form 5330s
  • Complete trust accounting and SIMPLE 401k fillings for existing clients
  • Review and approve complicated distributions (QDROs, Death Benefits, etc.)
  • Various other Regulatory Research and Analysis
  • Client Relationship management for the retirement plan topics
  • Other duties as responsibilities

Person successful at the job will have high analytical skills, be personable, and is eager to learn. They must have entrepreneurial spirit to build and maintain their own product within the organization. This person must be an expert on employee retirement plan compliance and the legal requirements of ERISA. The individual will also be required to stay up to date on current legislative and regulatory issues affecting employee retirement plans. 

How to Apply

To apply please send your resume to smiselis@tcgservices.com

Apply Now


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