Retirement Education Specialist jobs in New Tazewell, TN

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021, 2022 and 2023 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest day's work.

We are currently seeking a Quality Assurance Specialist to join our Team.

Position summary:

The ERISA Quality Assurance Specialist will work with Plan Administrators and other ERISA team members to ensure that ERISA's client retirement plans are maintained according to their plan design and in compliance with ERISA Laws.

General purpose:

Review valuations and projects completed by the administrators for accuracy as well as compliance with ERISA Laws and client plan design.

Role qualifications:

• Working knowledge as a Third-Party Administrator for multiple clients that sponsor the following plan types: 401(k), 403(b), 457, Cash Balance, Profit Sharing and Money Purchase Plans.
• Working knowledge of ERISA and related DOL rulings.
• 3-5 Years of working experience in reviewing retirement plans for compliance with the Department of Labor laws and Internal Revenue Service, or extensive A-Z plan administration and plan design experience.
• Must possess analytical skills with the ability to work independently, proactively and with a sense of urgency.
• Effective written and verbal communication and follow through skills.
• Ability to work with minimal supervision and must be a strong team player across all teams.
• Willingness to be flexible related to internal and external deadlines and/or Team Member requests for support.
• Presents outstanding organization and prioritization skills.
• Must possess a strong work ethic and the ability to maintain a professional demeanor, particularly in stressful situations.
• Must be able to effectively multi-task, work extended hours as needed, and prioritize to meet critical regulatory deadlines and achieve management's strategic objectives.
• Working knowledge of Microsoft Office.

Position responsibilities:

• Provide consulting and research related to ERISA compliance matters as requested by team members and clients.
• Provide backup support assistance with maintenance of plan documents including, but not limited to, review of amendments, takeover and start-up documents and assistance with restatement processes.

• Develop additional firm policies and procedures as they relate to ERISA compliance.
• Proactively communicate with Plan Administrators, Relationship Managers, New Business and Management to provide training on maintaining ERISA-compliant, client retirement plans.
• Interpretation, and implementation of procedures related to necessary compliance changes after new legislation is enacted.

Essential skills and experience:

• Advanced knowledge of ERISA and related DOL rulings.
• Proficient in Microsoft Excel, Word and Outlook.
• Time management: the ability to organize and manage multiple priorities.
• Excellent interpersonal and communication skills.
• Ability to be internal and external client facing for conference calls and video conferences.
• Strong team player.
• Commitment to company values.

Valued but not required skills and experience:

• Prior experience using Pension Pal or other industry related CRM system.
• Prior experience using FT Williams software modules including Form 5500, documents, and compliance.
• BA Degree in Business.

Reporting to this position:

No direct reports.

ERISA Services is a Drug Free Workplace, EVerify and Equal Opportunity Employer and Prohibits
Discrimination and Harassment of any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages.