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.
Position Summary
We are currently seeking a full-time ERISA Compliance Analyst to join our Compliance Department. The Compliance Department performs year-end nondiscrimination testing and Form 5500 reporting, prepares and maintains plan documents, and provides ERISA technical support for our clients’ retirement plans.
This is a fully remote position based out of our headquarters in Mobile, AL, and it reports to the Director of Compliance.
This position is eligible to participate in the Company’s benefit plans, including:
Generous paid time off
Medical, dental, and vision coverage
Group life insurance
Company-paid short- and long-term disability benefits
401(k) plan
Professional development and certification support
And more!
Key Responsibilities
(Must be able to perform these functions, with or without reasonable accommodation)
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 all software and tools necessary to perform job duties, particularly FT William applications used to complete nondiscrimination testing, Form 5500 filings, and plan documents
Complete additional compliance-related projects as assigned
Respond to ERISA technical questions from plan sponsors and administrators
Follow company policies and procedures
Requirements
(Required to enable the job holder to perform the essential functions of the role)
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
Ability to read, write, and communicate clearly in English
Ability to maintain effective working relationships with colleagues
Strong communication skills with the ability to handle difficult individuals or situations
Experience and Education Requirements
Bachelor’s degree in accounting or finance preferred
Two or more years of ERISA compliance-related work experience, along with accounting coursework, may be substituted for a degree
ASPPA CPC, QPA, or QKA professional credentials are a plus
Advanced knowledge of Microsoft Excel required
Prior experience with Relius, FT William, or similar software is a plus