Retirement Plan Peer Review & Technical Specialist

Retirement Plan Peer Review & Technical Specialist

Join Our Client’s Team as a Retirement Plan Peer Review & Technical Specialist

Are you passionate about retirement plan compliance and ready to make a meaningful impact? We’re seeking a knowledgeable and detail-oriented professional to join this company’s ERISA team as a Retirement Plan Peer Review and Technical Specialist . In this role, you’ll collaborate with Plan Administrators and team members to ensure clients’ retirement plans are accurate, compliant, and aligned with their design.

What You’ll Do

• Review plan valuations and administrative projects for accuracy and compliance with ERISA regulations and plan design.
• Provide expert consulting and research on ERISA compliance matters for internal teams and clients.
• Support the maintenance and review of plan documents, including amendments, restatements, and start-up plans.
• Respond to technical questions and provide guidance through our Quality Assurance inbox.
• Partner with Plan Administrators, Relationship Managers, and other departments to deliver training and ensure best practices.
• Stay ahead of legislative changes and help implement necessary compliance procedures.

Why Join This Company?

Be part of a supportive and knowledgeable team that values integrity, collaboration, and continuous learning. We offer a dynamic environment where your expertise is appreciated and your contributions help shape the future of clients’ retirement plans.

Salary Range

$75,000 - $85,000 plus annual bonus

Ready to take the next step in your career?

Apply today by sending your resume to: View email address on us.fitly.work . We look forward to hearing from you!

What We’re Looking For

• 5–7 or more years of experience in retirement plan administration or compliance review.
• Strong working knowledge of ERISA, DOL regulations, and plan types including 401(k), 403(b), 457, Cash Balance, Profit Sharing, and Money Purchase Plans.
• Proven ability to work independently with a proactive mindset and a sense of urgency.
• Excellent analytical, organizational, and communication skills.
• A collaborative team player who thrives in a fast-paced environment and can manage multiple priorities.
• Proficiency in Microsoft Office (Excel, Word, Outlook).

Nice to Have

• Experience with Pension Pal or similar CRM systems.
• Familiarity with FT Williams software (Form 5500, plan documents, compliance modules).
• Bachelor’s degree in Business or a related field.

Additional Details

Seniority level: Associate

Employment type: Full-time

Job function: Finance

Location: Remote (originally noted as Pine Hills, FL, but position is 100% remote)