Senior ERISA Compliance Analyst

Employee Fiduciary LLC is a fast-growing leader in providing affordable, expertly managed 401(k) plans. Our services are designed to make plan administration transparent and stress-free for business owners. We pride ourselves on exceptional service and innovative solutions, and we believe that every dollar spent should deliver a measurable return on investment.

Position Summary

We are currently seeking a full-time Senior ERISA Compliance Analyst to join our Compliance Department. The Compliance Department performs year-end nondiscrimination testing and Form 5500 reporting, prepares and maintains plan documents, and provides ERISA technical support for our clients’ retirement plans.

This is a fully remote position based out of our headquarters in Mobile, AL, and it reports to the Director of Compliance.

This position is eligible to participate in the Company’s benefit plans, including:

• Generous paid time off

• Medical, dental, and vision coverage

• Group life insurance

• Company-paid short- and long-term disability benefits

• 401(k) plan

• Professional development and certification support

• And more!

Position Summary:

To independently manage the full lifecycle of compliance testing, government reporting, and plan document work for a mixed caseload of plans, including plans with complex provisions. The Analyst II operates with meaningful autonomy on routine matters, exercises emerging judgment on non-standard situations, and is expected to train and support Compliance Analyst staff as a first point of technical escalation within the team.

Essential Functions: (must be able to perform these functions, with or without a reasonable accommodation).

• Independently perform all annual nondiscrimination testing for plans, including plans with complex designs

• Prepare and review Form 5500 filings for larger plans and those with higher complexity

• Draft plan amendments for safe harbor addition/removal, eligibility changes, allocation changes, as well as prepare the initial adoption agreement for new plans.

• Serve as the primary compliance contact for assigned relationship managers

• Train and mentor Compliance Analysts on testing methodologies, filing procedures, and firm workflows; may conduct initial quality review of Compliance Analyst work product before submission to senior reviewers

• Identify emerging compliance issues in assigned plans (e.g., operational failures, missed amendments, late contributions) and recommend corrective actions

• Collect, validate, and reconcile census data and payroll records, resolving data discrepancies independently and escalating systemic data issues to the Director

• Participate in the development and refinement of internal procedures, checklists, and training materials to improve consistency and efficiency

• Develop and maintain proficiency with all software necessary to perform job duties, particularly Ft William and Relius applications

• Meet production standards as established, with increasing emphasis on quality metrics, mentorship contributions, and client communication effectiveness in addition to volume