Retirement Plan Peer Review & Technical Specialist
Listed on 2026-06-09
-
Finance & Banking
Regulatory Compliance Specialist
Join Our Client’s Team as a Retirement Plan Peer Review & Technical Specialist
Are you passionate about retirement plan compliance and ready to make a meaningful impact? We’re looking for a knowledgeable and detail-oriented professional to join this company’s ERISA team as a Retirement Plan Peer Review and Technical Specialist. In this role, you’ll collaborate with Plan Administrators and other team members to ensure clients’ retirement plans are accurate, compliant, and aligned with their design.
Responsibilities- Review plan valuations and administrative projects for accuracy and compliance with ERISA regulations and plan design.
- Provide expert consulting and research on ERISA compliance matters for internal teams and clients.
- Support the maintenance and review of plan documents, including amendments, restatements, and start-up plans.
- Respond to technical questions and provide guidance through our Quality Assurance inbox.
- Partner with Plan Administrators, Relationship Managers, and other departments to deliver training and ensure best practices.
- Stay updated on legislative changes and help implement necessary compliance procedures.
Be part of a supportive, collaborative team that values integrity and continuous learning. We offer a dynamic work environment where your expertise is appreciated and your contributions influence the future of clients’ retirement plans.
Salary Range$75,000 - $85,000 plus annual bonus
Qualifications- 5–7+ years of experience in retirement plan administration or compliance review.
- Strong knowledge of ERISA, DOL regulations, and plan types including 401(k), 403(b), 457, Cash Balance, Profit Sharing, and Money Purchase Plans.
- Ability to work independently with a proactive approach and sense of urgency.
- Excellent analytical, organizational, and communication skills.
- Team player who thrives in a fast-paced environment and can manage multiple priorities.
- Proficiency in Microsoft Office (Excel, Word, Outlook).
- Experience with Pension Pal or similar CRM systems.
- Familiarity with FT Williams software (Form 5500, plan documents, compliance modules).
- Bachelor’s degree in Business or related field.
Employment type:
Full-time
Seniority level:
Associate
Job function:
Finance
This position is 100% remote.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).