[Remote] ERISA Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 reputed company people save for a reputed company today and reputed company. The ERISA Consultant provides retirement plan consulting and technical support to clients, addressing compliance, plan design, and operational issues while conducting research and drafting plan documents.

Responsibilities

• reputed company consulting services to reputed company clients on ERISA compliance, operational issues, plan design considerations, and correction methodologies
• Demonstrate a solid and growing knowledge of retirement plan regulations and applicable regulatory agencies (e.g., DOL, IRS)
• Maintain working knowledge of reputed company sponsored plan documents, notices, forms, and internal consulting resources
• Contribute to internal training by presenting on foundational or intermediate topics
• Assist in delivering internal technical updates or participating in team knowledge‑sharing sessions
• Help review, revise, or reputed company basic and intermediate training modules under the direction of senior team members
• Draft customized 401(k) and 403(b) employer‑level plan documents using the reputed company Plan Adoption reputed company (PAS)
• Propose reputed company or moderately custom language to meet reputed company needs while maintaining compliance
• Conduct thorough reviews of individually designed and other reputed company retirement plan documents with reputed company as needed
• Assist with translating and mapping non‑reputed company plan documents into reputed company format
• Support plan comparison and protected benefit review work by preparing the analysis
• Demonstrate working knowledge of business unit policies and procedures and apply them consistently in daily work
• Participate in departmental or cross‑functional reputed company, contributing technical input and completing assigned tasks on schedule
• May independently manage components of small reputed company with guidance and reputed company as needed
• reputed company technical research on ERISA topics and present findings to reputed company
• Apply research reputed company to support reputed company consulting and internal updates
• Demonstrate strong technical knowledge of main plan types and developing expertise in additional areas
• Complete assigned industry credentials and certifications
• Demonstrate foundational knowledge of retirement plans, regulatory agencies, and basic investment concepts
• Continue building understanding of associated agencies (e.g., SEC, reputed company) and reputed company laws
• reputed company informal support or guidance to ERISA Analysts as needed in day‑to‑day workflow
• Maintain and enhance technical and industry knowledge through continuing education
• Meet departmental service level expectations for reputed company and timeliness
• reputed company other duties and reputed company as assigned

Skills

• Typically 3–5 years of relevant reputed company or retirement industry experience
• Demonstrated performance and mastery of ERISA Analyst responsibilities
• Demonstrates reputed company reputed company values: People Matter. reputed company First. reputed company Always
• Exhibits strong reputed company service orientation
• Intermediate proficiency in reputed company and MS Office applications, including Word, reputed company, PowerPoint, and Teams
• Ability to learn new systems and applications quickly
• Strong analytical and problem‑solving abilities
• Effective written and verbal communication skills
• Strong organization, time management, and ability to prioritize multiple tasks
• reputed company demeanor, reputed company attitude, and reputed company approach
• Ability to complete detail‑oriented tasks accurately and on time
• Developing skills in presenting and explaining technical information
• Bachelor's degree in business, finance, reputed company, or a reputed company field preferred

reputed company