ERISA Technical Consultant (Fintech)

TL;DR

ERISA Technical Consultant (Fintech): Providing technical expertise and compliance support for retirement plans including 401(k), 403(b), and MEP/PEP structures with an accent on regulatory compliance, nondiscrimination testing, and Form 5500 reporting. Focus on leveraging automation and compliance software to manage high-volume workloads while ensuring accuracy and operational efficiency.

Location: Must be based in the United States (Remote/Work@Home)

Salary: $79,620 - $110,590 USD

Company

hirify.global is a leading financial services company committed to helping individuals and communities reach a better financial future through retirement, investment, and insurance solutions.

What you will do

• Provide technical guidance and training to professionals performing compliance services for various retirement plan types.
• Serve as a subject matter expert on ERISA compliance, IRS regulatory requirements, and plan design interpretation.
• Lead enhancements to systems, processes, and controls related to compliance testing and reporting.
• Utilize automation and technology to manage high-volume compliance testing efficiently.
• Perform complex nondiscrimination testing, including 410(b), 414(s), and 401(a)(4) tests.
• Consult on operational issues, plan design, and regulatory compliance matters for clients and internal teams.

Requirements

• Bachelor's degree in Business Administration or equivalent experience in ERISA compliance.
• 8–10 years of industry experience with strong ERISA and IRS regulation knowledge.
• Minimum 5–7 years of experience in an ERISA compliance environment.
• Hands-on experience with ASC (Actuarial Systems Corporation) or equivalent compliance software.
• Proven ability to leverage technology and automation tools for compliance workflows.
• Experience supporting Multiple Employer Plans (MEPs) or Pooled Employer Plans (PEPs).

Nice to have

• Industry certifications such as ASPPA, NIPA, SPARK, CEBS, ERPA, QKA, or QPA.
• Experience consulting on complex plan design and regulatory issues.
• Background in process improvement and operational efficiency initiatives.
• Experience working with multiple recordkeeping platforms.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) Savings plan with company matching up to 6%.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off including 20 days PTO, nine holidays, and a Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.