Easter Seals Jobs

Essential Functions and Responsibilities:

• Ensure the PEP complies with all federal and state regulations, including ERISA, the SECURE Act, and IRS guidelines.
• Oversee the preparation and submission of regulatory filings, including Form 5500 and other required documents.
• Identify and mitigate operational, legal, and fiduciary risks; manage fiduciary liability.
• Analyze the financial performance of the PEP, track contributions, fees, and expenses, and generate reports for the PPP and participating employers.
• Ensure the accurate and timely distribution of financial disclosures and reports.
• Promote the PEP to potential employers, explain plan benefits, and manage employer onboarding and ongoing participation.
• Serve as the key point of contact for participating employers and maintain strong relationships.
• Oversee the day-to-day operations of the PEP, working with internal teams and third-party service providers to ensure smooth plan administration.
• Manage plan audits and ensure compliance with fiduciary duties and best practices.
• Working with government contractors subject to the Service Contract Act.
• Other duties as assigned.

Education Requirements:

• Bachelors degree in Business Administration, Finance, Accounting, Economics, Human Resources, or a related field required.
• Masters degree preferred, but not required.

Experience Requirements:

• 7+ years of experience in retirement plan administration, compliance, or related fields.
• Strong understanding of ERISA, the SECURE Act, IRS guidelines, Retirement, and fiduciary responsibilities.
• Experience in financial analysis, risk management, and compliance in a retirement plan context.

Preferred Certifications/Licenses:

• Certified Employee Benefit Specialist (CEBS)
• Qualified 401(k) Administrator (QKA) or Qualified Pension Administrator (QPA)
• Certified Plan Fiduciary Advisor (CPFA)
• Enrolled Retirement Plan Agent (ERPA)
• Certified Risk Manager (CRM)
• CPA or similar financial certification
• Series licensure