ERISA Compliance Consultant

Employee Fiduciary, LLC is a professional services firm experiencing rapid growth. Our company has been profiled in Money magazine and is a leading provider of low-cost 401(k) plans to small and mid-sized businesses.

Employee Fiduciary is currently seeking a ERISA Compiance Consultant for our Compliance Department. The ERISA Compliance Consultant position will work behind the scenes to review annual testing, required IRS filings, plan documents and provide consulting services. They will be expected to work as part of a team including Relationship Managers, who manage the daily client communications; Compliance Analysts, who assist with daily administrative tasks; and other internal team members. This position has minimal exposure to clients, advisors, and CPA’s. This position is based out of our Mobile, AL office and reports to the Director of ERISA Compliance.

This position is eligible to participate in the Company’s standard benefit plans, including medical, dental, vision, group life, 401(k), FSA, and more.

Essential Functions: (must be able to perform these functions, with or without a reasonable accommodation).

• QC review of testing and Form 5500’s from Compliance Analysts and plan document amendments from Plan Document Team
• Prepare plan documents as part of the Plan Document Team
• Review QDRO’s
• Mentor and develop Compliance Analysts by providing ERISA technical guidance and QC review feedback
• Develop an expert knowledge of FT William applications used to complete testing, Form 5500’s and plan documents
• Collaborate as a team by performing other tasks as requested
• Maintain a high level of knowledge of qualified plan regulations

Skills, knowledge and abilities: (these are required to enable the job holder to perform the essential functions of the job).

• Strong verbal and written communication skills
• Ability to problem solve, be proactive and demonstrate initiative
• Time management and organizational skills with the ability to multi-task required
• Ability to work both independently and in a team environment
• High level of attention to detail and ability to meet deadlines

Experience and Education:

• Preferred Bachelor’s Degree in accounting, finance or related business field
• 5 or more years of experience in qualified retirement plan compliance
• Experience using FT William and Relius and a proficiency in Excel
• ASPPA or NIPA credentials a plus

Work conditions:

• Ability to communicate and exchange information to others over phone and/or video conferencing software
• Include normal, indoor office environment. If remote in employee’s home, the space should be free of interruptions with minimal background noise