ERISA Consultant – Retirement Services

Advanced Markets Consultant – Retirement Services

• Provides advanced regulatory, technical, and consultative support related to qualified retirement plans.
• Researches and interprets provisions under the Internal Revenue Code (IRC), ERISA, and selected state retirement plan laws to respond to complex inquiries from internal business partners and, as appropriate, external clients.
• Applies regulatory expertise to support business initiatives, sponsor needs, and operational alignment across Retirement Services and the broader enterprise.
• Researches and analyzes IRC, ERISA, and selected state retirement plan laws, regulations, and guidance to provide accurate, timely consultative support.
• Provides technical guidance on qualified retirement plans, including plan design, operational compliance, and plan documentation considerations.
• Serves as a subject matter expert (SME) on retirement plan regulatory requirements and how internal processes support ongoing compliance.
• Supports sponsors utilizing Voya’s pre-approved plan document.
• Recommends remediation or design alternatives that balance regulatory requirements, sponsor objectives, and operational feasibility.
• Develops and delivers "just-in-time" internal communications related to legislative, regulatory, or industry developments affecting retirement plans.
• Supports internal education efforts, including business rollouts, training materials, and stakeholder briefings.
• Partners with Marketing, as appropriate, to develop external client communications and disclosures related to regulatory changes or technical topics.

• 5+ years of experience working with qualified retirement plans and related rules and regulations.
• Strong knowledge of retirement plan compliance, operations, and regulatory frameworks.
• Excellent analytical, research, and problem-solving skills with the ability to assess complex scenarios independently.
• Exceptional written and verbal communication skills, with the ability to translate technical concepts into clear, business-focused guidance.
• Ability to manage multiple priorities and deliverables in a fast-paced, multitasking environment.
• Strong interpersonal skills with the ability to collaborate effectively across Legal, Operations, Product, Marketing, and Service teams.
• Professional designations (e.g., CPC, QPA, QKA, ERPA, CEBS) – preferred.