ERISA Services Manager
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
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
Keywords: VirtualVocations, Cathedral City , ERISA Services Manager, Executive , Vista, California
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