ERISA Compliance Analyst
Employee Fiduciary
- Location
- Mobile, AL
- Work style
- Remote only
- Job type
- Full time
- Posted
- Oct 30
- 4 days ago
Career path
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About the company
Employee Fiduciary
Financial services · 51 to 200 employees
Employee Fiduciary LLC is a fast-growing leader in providing affordable, expertly managed 401(k) plans. Our services are designed to make plan administration transparent and stress-free for business owners. We pride ourselves on exceptional service and innovative solutions, and we believe that every dollar spent should deliver a measurable return on investment.
What you'll do
- Prepare nondiscrimination testing, Form 5500 filings, and plan document amendments for assigned clients
- Learn and maintain a working knowledge of qualified plan regulations
- Learn and maintain a working knowledge of software and tools necessary to perform job duties
- Complete additional compliance-related projects as assigned
- Respond to ERISA technical questions from plan sponsors and administrators
- Follow company policies and procedures
What you need
- Advanced knowledge of Microsoft Excel
- Strong proficiency in Microsoft Office, particularly Excel
- Ability to develop strong proficiency in Relius, FT William, and the Company’s CRM platform
- Ability to learn and understand department processes, procedures, and standards
- Ability to manage multiple tasks and meet deadlines
- Excellent organizational and communication skills
- Bachelor’s degree in accounting or finance (preferred)
- ASPPA CPC, QPA, or QKA professional credentials (preferred)
Key skills
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Perks
- Generous paid time off
- Medical, dental, and vision coverage
- Group life insurance
- short- and long-term disability benefits
- 401(k) plan
- Professional development
- certification support
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