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Retirement Plan Quality Assurance (Seasonal/Part-time)

ERISA Services, Inc.

in Remote / Knoxville TN

Logo for ERISA Services, Inc.

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021 and 2022 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest days work.

We are currently seeking a Retirement Plan Quality Assurance Manager to join our Team in a Seasonal or Part-Time Capacity. If you are retired or looking for something other than full time work, and would be able to work during our testing season January through April 15th, then reach out to us and lets have a conversation.

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.

Physical demands and work environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Physical demands: While performing duties of job, employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop; talk or hear. Employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
  • Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.

Security Compliance Statement:

ERISA Services, Inc. Management has established, implemented, and maintains an ongoing Information Security Awareness Program in order to protect all Team Members, information technology assets, and our clients, suppliers, and shareholders. The purpose of this program is to inform, educate, and motivate Team Members regarding information security, and specifically in the areas of maintaining confidentiality, integrity, and availability of the company's data. ERISA Services is committed to protecting the Personally Identifiable Information that is entrusted to us, and to keeping our systems and procedures up to date and in compliance with industry best standards.

Equal Opportunity Statement:

ERISA is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ERISA 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 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 will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages

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