Retirement Plan Compliance Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-09-12
Listing for:
CPS Inc.
Full Time
position Listed on 2026-09-12
Job specializations:
-
Business
Regulatory Compliance Specialist, AI Business & Operations
Job Description & How to Apply Below
Retirement Plan Compliance Specialist
A fast growing, tech forward retirement organization is hiring a Retirement Plan Compliance Specialist to serve as a trusted subject matter expert and guide to plan sponsors, and internal ERISA expert. This is a high impact role on a small, modern team that has already scaled to 100+ plans and over $550M in assets in its first year. You’ll shape how plan consulting works in a next generation environment built entirely on proprietary technology.
DUTIES- Advise plan sponsors on design: eligibility, vesting, safe harbor, match formulas, profit sharing, cross tested designs
- Lead onboarding and translate sponsor intent into clean, accurate plan elections
- Oversee year end compliance: ADP/ACP, 410(b), 415, top heavy, coverage testing, 5500s, 1099 Rs
- Manage corrections and guide sponsors through complex issues
- Turn regulatory changes into clear, actionable decisions
- Partner with Operations and serve as a subject matter expert to the engineering team refining the platform
- Communicate clearly with sponsors, auditors, and internal teams
- 5+ years of ERISA operational experience (TPA, recordkeeper, or consulting)
- Strong technical depth; confident discussing corrections, coverage testing, amendment timing
- Customer facing, articulate, and able to simplify complex concepts
- Forward thinking, detail oriented, and energized by modern technology
- ASPPA credentials (QKA, QPA, CPC, ERPA) strongly preferred NYC based or open to quarterly travel; remote option available
If you’re excited by the idea of shaping a modern retirement platform - and want a role that blends consulting, operations, and product influence - this is a rare opportunity to step into a senior seat with real impact.
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