Senior ERISA Compliance Analyst
Mobile, AL · On-site +1
Group life insurance * Company-paid short- and long-term disability benefits * 401(k) plan ... Remote work environment
Senior ERISA Compliance Analyst
Mobile, AL · On-site +1
Group life insurance * Company-paid short- and long-term disability benefits * 401(k) plan ... Remote work environment
Remote Tpa Insurance information
What are the main challenges faced by professionals working remotely in TPA insurance roles, and how can they be addressed?
Professionals in remote TPA (Third Party Administrator) insurance roles often face challenges such as maintaining clear communication with clients, managing sensitive data securely, and staying updated on regulatory changes. To address these, it’s important to utilize secure collaboration tools, establish regular virtual meetings, and participate in ongoing training. Building strong digital workflows and maintaining responsiveness help ensure high service quality and effective teamwork, even when working from different locations.
What is the difference between Remote Tpa Insurance vs Remote Claims Adjuster?
| Aspect | Remote Tpa Insurance | Remote Claims Adjuster |
|---|---|---|
| Credentials | Insurance licenses, TPA certifications | Adjuster licenses, insurance knowledge |
| Work Environment | Home-based, insurance company or TPA firm | Home-based, insurance carriers or third-party administrators |
| Industry Usage | Used by TPAs managing claims for insurers | Handles claims processing and settlement |
| Job Focus | Managing claims processes, compliance, client communication | Evaluating damages, settling claims, investigations |
Remote Tpa Insurance and Remote Claims Adjuster roles both involve claims management but differ in focus. TPA professionals oversee claims processes for insurers, often working within third-party administration firms, while claims adjusters evaluate damages and settle claims directly. Both roles require insurance knowledge and licenses, but their daily tasks and employer types vary.
What is a Remote TPA Insurance job?
A Remote TPA (Third Party Administrator) Insurance job involves managing insurance claims, policies, and administrative tasks for insurance companies from a remote location. TPAs act as intermediaries between insurance companies and policyholders, handling claims processing, customer service, and compliance tasks. Working remotely means these professionals use digital tools and communication platforms to perform their duties outside of a traditional office setting. Remote TPA Insurance jobs require strong organizational, communication, and technical skills, as well as a good understanding of insurance processes and regulations.
What are the key skills and qualifications needed to thrive as a Remote TPA Insurance professional, and why are they important?
To thrive as a Remote TPA (Third Party Administrator) Insurance professional, you need strong knowledge of insurance policies, claims processing, and regulatory compliance, typically supported by a relevant degree or insurance certifications. Familiarity with claims management systems, insurance software like Guidewire, and secure communication platforms is essential. Excellent attention to detail, organizational skills, and clear communication set top performers apart, especially in a remote environment. These skills ensure accurate claims handling, regulatory adherence, and efficient client service, which are crucial for client satisfaction and organizational success.
What are popular job titles related to Remote Tpa Insurance jobs in Alabama? For Remote Tpa Insurance jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Remote Tpa Insurance jobs in Alabama look for? The top searched job categories for Remote Tpa Insurance jobs in Alabama are:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 4 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:
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).
Requirements
Skills, knowledge and abilities: (these are required to enable job holder to perform the essential functions of the job).
Experience and Education Requirements:
Work Location:
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
About Employee Fiduciary
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Mobile, AL, US
Year founded
2004