Retirement Plan Peer Review & Technical Specialist
Listed on 2026-01-02
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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 seeking a knowledgeable and detail-oriented professional to join this company’s ERISA team as a Retirement Plan Peer Review and Technical Specialist. You will collaborate with Plan Administrators and 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 via 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 assist in implementing necessary compliance procedures.
Be part of a supportive, collaborative team that values integrity and continuous learning. Enjoy a dynamic work environment where your expertise is appreciated and your contributions influence clients’ retirement plans.
Salary Range$75,000 - $85,000 plus annual bonus
Application ProcessInterested? Send your resume to: We look forward to hearing from you!
Qualifications- 5–7+ years of experience in retirement plan administration or compliance review.
- Strong knowledge of ERISA, DOL regulations, and plan types (401(k), 403(b), 457, Cash Balance, Profit Sharing, Money Purchase Plans).
- Proactive, independent worker with a sense of urgency.
- Excellent analytical, organizational, and communication skills.
- Team player capable of managing multiple priorities in a fast-paced environment.
- 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.
- Seniority Level: Associate
- Employment Type:
Full-time - Job Function:
Finance - Industries:
Financial Services, Human Resources Services
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