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Quality Assurance Specialist

ERISA Services, Inc.

in Remote

Logo for ERISA Services, Inc.

Position summary:

The ERISA Quality Assurance Specialist will work with Plan Administrators and other ERISA team members to ensure that ERISA's client retirement plans are maintained according to their plan design and in compliance with ERISA Laws.

General purpose:
Review valuations completed by the administrators for accuracy as well as compliance with ERISA Laws and client plan design.

Role qualifications:

  • Working knowledge as a Third Party Administrator for multiple clients that sponsor the following plan types: 401(k), 403(b), 457, Cash Balance, Profit Sharing and Money Purchase Plans.
  • Working knowledge of ERISA and related DOL rulings.
  • 3-5 Years of working experience in reviewing retirement plans for compliance with the Department of Labor laws and Internal Revenue Service.
  • Must possess analytical skills with the ability to work independently, proactively and with a sense of urgency.
  • Effective written and verbal communication and follow through skills.
  • Prior auditing and compliance review experience or equivalent internal peer review experience.
  • Ability to work with minimal supervision and must be a strong team player across all teams.
  • Willingness to be flexible related to internal and external deadlines and/or Team Member requests for support.
  • Presents outstanding organization and prioritization skills.
  • Must possess a strong work ethic and the ability to maintain a professional demeanor, particularly in stressful situations.
  • Must be able to effectively multi-task and prioritize to meet critical regulatory deadlines and achieve management's strategic objectives.
  • Working knowledge of Microsoft Office.

Position responsibilities:

  • Review and approve new and existing retirement plans to ensure they are compliant with ERISA laws.
  • Provide consulting and research related to ERISA compliance matters as requested by team members and clients.
  • Assistance with maintenance of plan documents including, but not limited to, review of amendments, takeover and start-up documents and assistance with restatement processes.
  • Develop additional firm policies and procedures as they relate to ERISA compliance.
  • Proactively communicate and with Plan Administrators, Relationship Managers, New Business and Management to provide training on maintaining ERISA-compliant, client retirement plans.

Essential skills and experience:

  • Advanced knowledge of ERISA and related DOL rulings.
  • Proficient in Microsoft Excel, Word and Outlook.
  • Time management: the ability to organize and manage multiple priorities
  • Excellent interpersonal and communication skills.
  • Strong team player.
  • Commitment to company values.

Valued but not required skills and experience:

  • Prior experience using Pension Pal.
  • Prior experience using Relius Documents.
  • BA Degree in Business.

Reporting to this position:

No direct reports.

Equal Opportunity Statement:

ERISA Services, Inc. is Drug Free Workplace and an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ERISA Services, Inc. is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA Services, Inc. are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA Services, Inc. will not tolerate discrimination or harassment based on any of these characteristics. ERISA Services, Inc. encourages applicants of all ages.

How to Apply

For more information, or to apply now, you must go to the website using the "Apply Now" button below. Please DO NOT email your resume to us as we only accept applications through our website.

Apply Now


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