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Do you want to work for a fast paced, growing organization where people make the difference. We are seeking a knowledgeable, team-oriented ERISA Compliance Consultant to join our team!
We are looking for a customer-focused consultant who can take the complex world of ERISA and communicate it clearly and effectively to internal team members and customers. We are looking for a subject matter expert whose mission is to help customers establish and maintain compliant benefit plans for their employees. You will be a consultative contact for your internal stakeholders such as Plan Consultants, Sales and the Advisory team in support of their client facing roles and will have direct client consultation.
Our industry is forever changing and we are looking for someone who is flexible, collaborative, client focused and willing to embrace change. You need to be the kind of switched-on self-starter who can handle a high volume and broad variety of tasks efficiently, accurately and positively. The role offers a great opportunity to work in a fun, collaborative work environment.
As an ERISA Consultant you are responsible for reviewing, interpreting and preparing ERISA governed Plan Documents for retirement and health & welfare plans. Working on a team, you will be supporting the document work for approximately 2,500 clients.
What you’ll bring to Sentinel:
A passion for the retirement plan industry, consulting and connecting with internal teams and clients.
An ability to develop and maintain relationships with colleagues to engender collaboration and beneficial client and Sentinel outcomes.
Familiarity with a variety of retirement plan types and designs specifically 401(k), 403(b), profit sharing, non-qualified and defined benefit.
Knowledge of discrimination testing rules and Form 5500 filings.
A sincere interest in ERISA retirement and health & welfare plan knowledge including plan design options.
A passion for continuous learning of our industry including changes in ERISA regulations, employee benefits offerings and other related regulations.
What you’ll be responsible for:
Demonstrate and maintain in-depth knowledge of ERISA, the Internal Revenue Code and related regulations concerning retirement plans and health and welfare plans.
Read and interpret retirement and health & welfare plan documents including Basic Plan Document, Adoption Agreement, Summary Plan Descriptions, amendments and supplemental policies.
Be a consultant to internal stakeholders to respond to questions concerning 401(k), 403(b), 457(b), non-qualified and health and welfare plans.
Provide expertise on plan design for retirement and health & welfare plans to help meet client’s business goals and objectives.
Provide consultation on advanced technical issues internally and externally including discrimination testing, controlled groups, mergers, acquisitions, and spin-offs.
Prepare plan documents and amendments utilizing Relius document software.
Demonstrate effective time management skills, with the ability to work independently, to organize and manage multiple priorities and ensure deadlines are met and client deliverables are of the highest quality.
Communicate with team members verbally and in writing to assist with responding to client inquiries.
Review and prepare periodic plan amendments and notices for Plan Sponsors.
Work on recurring and non-recurring compliance related projects including initial client contact, preparation of retainer letters and service agreements, actual project work, tracking, keeping your team lead updated on progress.
These projects include, but are not limited to, plan corrections using Employee Plans Compliance Resolution System (EPCRS) self-correction, Voluntary Compliance Program (VCP), Delinquent Filer Voluntary Correction (DFVC) for late 5500 filings, VFCP for late deferral deposits and other fiduciary issues, IRS, DOL and PBGC audits, plan document restatements, IRS Favorable Determination Letter submissions, health and welfare documents and service agreement issues.
Manage large-scale Document Team projects (i.e. IRS Restatements and amendments) and ad hoc projects to help streamline internal Document Team processes.
Work with limited supervision and escalate issues appropriately.
What you need to have:
Bachelor’s degree in business, finance, accounting or related industry
ASPPA QKA or higher credential or commitment to obtain preferred
At least 5 years of experience within the ERISA benefits plan industry
Experience with plan documents
Experience with Relius administration and or document system preferred
A passion for problem solving and providing knowledge
Excellent Communication Skills – Being able to respond and exchange ideas clearly, tactfully and effectively through writing, speaking, and presentations; shares appropriate information to keep people informed; seen as approachable.
What you’ll be part of:
Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.
At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Some of our Benefits:
PTO (vacation, sick, personal time bank)
12 Paid Holidays (10 stated and 2 floating vacation)
2 Community Volunteer Days
5 Summer Half Days
Medical, Dental, Vision
Life Insurance
LTD & STD
Parental Leave
See What We Stand For: (url removed)
Who we are:
Sentinel Benefits & Financial Group proudly serves more than 3,800 clients throughout the U.S., and for over 35 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 240 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to take a holistic approach to help people prepare for their future health + wealth needs. From retirement plans to group health insurance to reimbursement accounts to financial planning, we engineer solutions and then continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are. In 2021 and 2022, Sentinel earned a Top Workplace USA Award from Energage and was recognized by The Boston Globe as a Top Place to Work in 2020. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
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