ERISA Services Manager
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
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
