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About the Role
We are seeking a skilled ERISA Compliance Senior Specialist to ensure our operations align with ERISA and related regulations. This role involves auditing, policy development, and providing expert advice on ERISA compliance matters.
Responsibilities
- Conduct and manage compliance reviews, audits, and investigations to ensure adherence to ERISA and other relevant regulations.
- Assist in the development and implementation of compliance policies and procedures.
- Provide expert advice on ERISA compliance issues to internal teams.
- Stay informed about changes in legislation and regulations affecting retirement plans, advising on necessary policy adjustments.
- Support the preparation and review of ERISA-required filings and disclosures.
- Work with clients to gather data and ensure completion of various annual compliance tests (including BRF, 404a5 and Average Benefits Testing) timely.
- Collaborate with internal stakeholders and external advisors to maintain compliance integrity.
- Facilitate ERISA compliance training for company staff.
Requirements
- Bachelor’s degree in Business Administration, Finance, or a related field.
- 3-5 years of experience in ERISA compliance, demonstrating a strong understanding of compliance audits, policy development, and regulatory reporting.
- Solid knowledge of ERISA regulations and other applicable laws.
- Exceptional analytical, problem-solving, and organizational skills.
- Effective communication and interpersonal abilities.
- Proficiency in Microsoft Office Suite and relevant compliance software.
Skills
- ERISA compliance
- Compliance audits
- Policy development
- Regulatory reporting
- ERISA regulations
- Microsoft Office Suite
- Compliance software
- SunGard Relius
- ASC
- FIS
Location
- Remote
- Hybrid
Work Type
- Hybrid schedule after successful training period
Experience Level
- 3-5 years
Education Level
- Bachelor’s degree
Salary/Compensations
- $85,000-$88,000 per year
Benefits
- 6% yearly discretionary bonus
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k) plus match
- Company Paid STD
- Life Insurance
- Parental leave
- 2 weeks of vacation
- Sick leave
- Personal days
- Floating holidays
- Structured training
- Licensing support
- Ongoing development opportunities
- Competitive pay
- Comprehensive health benefits
- Retirement savings matching
- Company-paid life and disability plans
- Generous paid time off
- Wellbeing program
About the Company
- HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
- We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
- HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
Equal Opportunity
- HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
- HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
- HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.