ERISA Services Manager

Job Summary

A company is looking for an ERISA Services Manager to oversee compliance testing and reporting for clients.

Key Responsibilities

• Manage non-discrimination testing and Form 5500 preparation, providing consultation on compliance matters
• Ensure system capabilities for accurate testing/reporting and manage updates for regulatory changes
• Consult on cure strategies for failed tests and participate in pre-sale and client implementation processes

Required Qualifications, Training, and Education

• 5-7 years of industry experience, including 3-5 years in an ERISA compliance setting
• Knowledge of ERISA and IRC 401(a) requirements
• Working knowledge of current recordkeeping systems is desirable
• Industry designation (e.g., SPARK, NIPA, ASPPA, CEBS) is strongly preferred
• Bachelor's degree in Business Administration or related experience; JD or Master's in Accounting or Taxation is a plus