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Retirement Plan Compliance Specialist

A fast growing, tech forward retirement organization is hiring a Retirement Plan Compliance Specialist to serve as a trusted subject matter expert and guide to plan sponsors, and internal ERISA expert.

This is a high impact role on a small, modern team that has already scaled to 100+ plans and over $550M in assets in its first year. You’ll shape how plan consulting works in a next generation environment built entirely on proprietary technology.

DUTIES:

• Advise plan sponsors on design: eligibility, vesting, safe harbor, match formulas, profit sharing, cross tested designs

• Lead onboarding and translate sponsor intent into clean, accurate plan elections

• Oversee year end compliance: ADP/ACP, 410(b), 415, top heavy, coverage testing, 5500s, 1099 Rs

• Manage corrections and guide sponsors through complex issues

• Turn regulatory changes into clear, actionable decisions

• Partner with Operations and serve as a subject matter expert to the engineering team refining the platform

• Communicate clearly with sponsors, auditors, and internal teams

QUALIFICATIONS:

• 5+ years of ERISA operational experience (TPA, recordkeeper, or consulting)

• Strong technical depth; confident discussing corrections, coverage testing, amendment timing

• Customer facing, articulate, and able to simplify complex concepts

• Forward thinking, detail oriented, and energized by modern technology

• ASPPA credentials (QKA, QPA, CPC, ERPA) strongly preferred

• NYC based or open to quarterly travel; remote option available

If you’re excited by the idea of shaping a modern retirement platform — and want a role that blends consulting, operations, and product influence — this is a rare opportunity to step into a senior seat with real impact.

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