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Relius Jobs (NOW HIRING)

Bravera

Wealth Operations Associate

Bismarck, ND · On-site

Responsible for operations and maintenance of the retirement plan services participant record-keeping system (Relius) for Bravera Wealth. This position requires constant monitoring of the daily ...

Vestwell

Associate, Custody Operations

King Of Prussia, PA · Hybrid

$65K - $75K/yr

SunGard Relius, ASC, FIS) * Qualified 401(k) Administrator (QKA) or higher ASPPA credentials * Relevant record-keeper experience This role will be based in Vestwell's King of Prussia office, and will ...

New

Horace Mann

Life & Retirement Advocate I

Springfield, IL · Hybrid

$18.80 - $25.43/hr

... and Relius Administration. Compliance & Quality * Develop an understanding of and adhere to applicable FINRA, SEC, IRS, Department of Insurance, internal SOP, tax, and filed-rule requirements.

Vestwell

Associate, Conversions

King Of Prussia, PA · Hybrid

$65K - $75K/yr

SunGard Relius, ASC, FIS) * Qualified 401(k) Administrator (QKA) or higher ASPPA credentials * Relevant record-keeper experience This role will be based in Vestwell's King of Prussia office, and will ...

New

Vestwell

Senior Specialist, Plan Design

Austin, TX · On-site

Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius) * Knowledge of Application Programming Interface (API) functionality * Experience with ...

ASCENSUS

Retirement Plan Consultant

Dresher, PA · On-site

Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong evaluation and problem solving skills

MoneyLion

Senior Associate, Implementations

Manhattan, NY · On-site

$60 - $80/hr

SunGard Relius, ASC, FIS). * Qualified 401(k) Administrator (QKA) or higher ASPPA credential. * PMP or similar project management certifications. This role will be based in either the New York City ...

MoneyLion

Senior Specialist, Plan Design

Austin, TX · On-site

$80 - $100/hr

Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius) * Knowledge of Application Programming Interface (API) functionality * Experience with ...

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Relius information

What is a Relius administrator?

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 does a Relius administrator 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 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 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 August 2026, with employment types broken down into 100% Full Time. Highlights an 69% Physical, 3% Hybrid, and 28% Remote job distribution.

Senior ERISA Compliance Analyst

Employee Fiduciary, LLC

Mobile, AL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

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

Requirements
Skills, knowledge and abilities: (these are required to enable job holder to perform the essential functions of the job).
  • Working knowledge of ERISA Title I, Internal Revenue Code Sections 401(a), 401(k), 401(m), 410(b), 414(s), 415, and 416 as applied to defined contribution plans
  • Ability to apply nondiscrimination testing rules and plan document provisions accurately across varying plan designs without relying exclusively on software defaults
  • Recognizes when a plan's facts deviate from standard assumptions and determines when to escalate versus resolve independently
  • Effectively coaches newer analysts by explaining not just how to complete tasks, but why the regulatory framework requires specific approaches
  • Translates technical compliance results into clear, actionable guidance for plan sponsor contacts who may lack ERISA expertise
  • Identifies opportunities to improve workflow efficiency and documentation quality within the team
  • Takes full accountability for assigned caseload quality and timeliness, proactively flagging risks before they become problems
  • Advanced Excel skills with demonstrated ability to troubleshoot data discrepancies and reconcile census information
  • Strong written and verbal communication skills

Experience and Education Requirements:
  • Bachelor's degree in business, finance, accounting, human resources, or a related field is preferred
  • 3-7 years of direct experience in retirement plan compliance testing, Form 5500 preparation, or plan document administration within a TPA, recordkeeper, benefits consulting firm, or law firm
  • Experience with at least one major retirement plan administration software platform (e.g., Relius, Ft William, ASC, Datair)
  • ASPPA RPF designation achieved or in progress; QKA or other ASPPA/NIPA credentials preferred
  • Strong proficiency in the use of Microsoft Office software, particularly Excel, is required

Work Location:
  • Remote work environment

Apply