North AmericaFull TimeFinance
Remotely
governancebenchmarking401(k)erisaretirement planfiduciary403(b)
Job Description
📋 Description
- Serve as senior SME for retirement plan consulting across technical and regulatory matters.
- Provide ERISA expertise to financial advisors, clients, and internal stakeholders.
- Advise on plan design, cost/impact analysis, benchmarking, and peer comparisons.
- Support prospective clients and advisors with design analysis and recommendations.
- Develop and deliver fiduciary training for plan committees.
- Present complex technical and regulatory information clearly to varied audiences.
🎯 Requirements
- Bachelor’s degree in Business Administration, Finance, Economics, Accounting, or related field, or
- 12+ years of relevant retirement plan industry experience.
- Strong knowledge of ERISA guidelines, retirement plan regulations, and qualified plan requirements.
- Demonstrated experience with defined contribution plans, especially 401(k) and 403(b).
- Experience in retirement plan administration or compliance with a recordkeeper or similar org.
- Strong understanding of plan design, fiduciary governance, regulatory compliance, and consulting
🎁 Benefits
- Competitive salary range of $130,000–$200,000, depending on location and experience.
- Company discretionary bonus opportunity.
- Health, dental, and vision coverage.
- Employer 401(k) plan with company matching contributions.
- Health Savings Accounts and Flexible Spending Accounts.
- Voluntary supplemental benefit plans.
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