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Relius Jobs (NOW HIRING)

isolved

401(k) Plan Administrator

Dubuque, IA · On-site

Monitoring daily system tasks within the Relius system * Proactively communicate any data issues identified with clients and/or participants * Respond to client requests, issues, and/or problems ...

iSolved

401(k) Plan Administrator

Dubuque, IA

Monitoring daily system tasks within the Relius system * Proactively communicate any data issues identified with clients and/or participants * Respond to client requests, issues, and/or problems ...

isolved

401(k) Plan Administrator

Dubuque, IA · On-site

Monitoring daily system tasks within the Relius system * Proactively communicate any data issues identified with clients and/or participants * Respond to client requests, issues, and/or problems ...

Strongpoint Partners

DC Plan Administrator

Chicago, IL · On-site +1

$75K - $95K/yr

ASC, Datair, Relius, FTWilliam Pay Transparency Statement: The anticipated pay range for this position is $75,000-$95,000 annually. At Strongpoint Partners, our salary ranges reflect the minimum and ...

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Relius information

What are the key skills and qualifications needed to thrive as a Relius Administrator, and why are they important?

To thrive as a Relius Administrator, you need a solid understanding of retirement plan administration, compliance regulations (such as ERISA), and experience with plan documentation, often supported by a degree in finance, accounting, or a related field. Proficiency in Relius Administration software, as well as familiarity with other recordkeeping and reporting systems, is typically required, and ASPPA or similar certifications can be advantageous. Attention to detail, analytical thinking, and strong client communication skills set standout administrators apart. These skills and qualifications are crucial for ensuring accurate plan management, regulatory compliance, and effective client service in a highly regulated environment.

What is a Relius administrator and what do they do?

A Relius administrator is a professional who manages retirement plans using the Relius Administration software, a widely used platform for recordkeeping and compliance in the retirement plan industry. Their responsibilities include setting up and maintaining plan data, processing contributions and distributions, generating compliance reports, and ensuring that plans meet regulatory requirements. They often work closely with plan sponsors, financial advisors, and participants to answer questions and resolve issues related to 401(k)s, pension plans, and other qualified retirement plans.

What is a Relius job?

A Relius job typically involves working with Relius software, a suite of tools used for retirement plan administration, compliance, and recordkeeping. Professionals in this role may be responsible for managing employee benefit plans, ensuring regulatory compliance, and handling plan reporting. They often work in financial services, human resources, or third-party administration firms. Strong knowledge of IRS and DOL regulations, as well as experience with pension and retirement plans, is often required.

What are some common challenges faced by Relius Administrators when managing retirement plan compliance, and how can they be addressed?

Relius Administrators often encounter challenges such as keeping up with frequent regulatory changes, ensuring data accuracy across large volumes of participant information, and managing tight deadlines for annual testing and reporting. Staying current with ongoing training, utilizing the software's built-in compliance checks, and maintaining clear communication with clients and team members can help address these issues. Collaborative problem-solving within the administration team and leveraging support resources from the software provider are also effective strategies for overcoming these challenges.

What is the difference between Relius vs Financial Advisor?

AspectReliusFinancial Advisor
CertificationsTypically requires industry-specific licenses and certifications such as Series 6, 7, or 63Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentPrimarily works in financial institutions, banks, or investment firmsWorks in banks, independent firms, or as independent consultants
Industry UsageUsed in financial services for managing client accounts and investmentsUsed broadly in financial planning, investment management, and wealth advisory

Relius and Financial Advisor roles share overlapping certifications and work environments, but Relius typically refers to a specific software or platform used within financial services, whereas Financial Advisor describes a professional providing personalized financial planning and investment advice.

More about Relius jobs
What are the most commonly searched types of Relius jobs? The most popular types of Relius jobs are:
What states have the most Relius jobs? States with the most job openings for Relius jobs include:
What job categories do people searching Relius jobs look for? The top searched job categories for Relius jobs are:
Relius jobs near you
Infographic showing various Relius job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 44% Physical, 12% Hybrid, and 44% Remote job distribution.
401(k) New Business System Setup Specialist - Entry Level

401(k) New Business System Setup Specialist - Entry Level

Employee Fiduciary, LLC

Mobile, AL

Other

Retirement

Posted 11 days ago

Job description

Description

Employee Fiduciary LLC is a rapidly growing professional services firm and a recognized leader in providing low-cost 401(k) plans to small and mid-sized businesses. Featured in Money magazine, we are committed to delivering exceptional retirement plan services while helping employers and employees achieve their retirement goals.


We are currently seeking a 401(k) New Business Analyst to join our New Business team. This team is responsible for establishing new clients on Employee Fiduciary's systems and ensuring a smooth and accurate onboarding process. This is an excellent opportunity for an individual looking to build a career in the retirement plan industry. 


No prior 401(k) experience is required, making this an ideal entry-level position for a motivated candidate eager to learn and grow.


The New Business Analyst is responsible for setting up new retirement plans and related data within Employee Fiduciary's systems. This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a high level of accuracy and customer service.


Essential Duties and Responsibilities:

  • Learn and maintain proficiency in all software required to perform job responsibilities, including Relius Administration.
  • Establish and maintain new retirement plans within Employee Fiduciary systems, including Relius Administration, Matrix Trust Company, and CRM platforms.
  • Prepare enrollment materials, participant notices, and other onboarding documents for clients.
  • Enter employee census information and conversion data into Relius Administration.
  • Maintain organized and accurate electronic records in accordance with departmental standards.
  • Assist with special projects and additional duties as assigned.
  • Comply with all company policies, procedures, and operational standards.


Requirements

Required Skills and Qualifications

  • Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office applications.
  • Ability to quickly learn and become proficient in Relius Administration, CRM systems, and other company software.
  • Strong attention to detail and commitment to accuracy.
  • Excellent organizational and time management skills.
  • Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment.
  • Strong written and verbal communication skills.
  • Ability to work collaboratively and maintain positive working relationships with clients and coworkers.
  • Proficiency in reading, writing, and communicating in English.
  • Ability to use standard office equipment and technology.

Education and Experience

  • A bachelor's degree in Business or a related field is preferred; however, candidates with one or more years of experience in the third-party administration (TPA) and/or retirement plan recordkeeping industry will also be considered. 
  • Advanced proficiency in Microsoft Excel required.
  • Experience with Relius Administration or similar retirement plan administration software is a plus.

Why Join Employee Fiduciary?

  • Opportunity to build a long-term career in the retirement plan industry.
  • Collaborative and supportive team environment.
  • Exposure to retirement plan administration, compliance, and client onboarding processes.
  • Opportunities for professional development and growth within a rapidly expanding organization.


Apply