Leads the ERISA department, overseeing retirement plan document production, amendments, notices, audits, QDROs, and EPCRS projects. Serves as the primary technical escalation point for complex ERISA matters, monitors regulatory changes, manages team performance and KPIs, coordinates restatements, and supports client and sales escalations. Maintains project documentation while delivering accurate, timely, and client-focused service.
ERISA Team Leader
July Business Services (JULY) is seeking an individual for ERISA Team Leader. In this role, you will lead all aspects of the JULY ERISA department including: the production of ERISA projects, providing technical support and managing the ERISA team members. You will put your extensive retirement plan knowledge into action to serve as the primary escalation point for ERISA team members and other JULY employees regarding ERISA technical matters.
The Gig…- Monitor all aspects of ERISA production to ensure accurate and timely completion of plan documents, amendments, notices, plan DOL or IRS audits as applicable, QDRO projects and EPCRS projects
- Coordinate, establish a process, and schedule to manage all aspects of required plan restatements and interim amendment projects
- Monitor new ERISA laws and regulations and work with team members as requested to implement operational changes
- Serve as an escalation to the ERISA and other JULY teams for complex ERISA matters such as controlled groups, merger and acquisitions, EPCRS, and plan document and amendment questions
- Manage all ERISA team members to ensure KPIs are met
- Serve as backup to Vice President of Plan Consulting on escalations and support to the JULY Sales Team and other issues as needed
- Maintain documentation on client projects and responses within JULYs software
- 5+ Years of Qualified Retirement Plan Document / ERISA technical experience
- Ability to explain complex ERISA and EPCRS matters in a clear and understandable manner
- Professional and concise verbal, non-verbal, and written communication skills
- Strong attention to detail and sense of urgency
- Exceptionally organized individual who juggles multiple projects with minimal oversight
- In depth, hands-on experience with the preparation and review of legal plan documents
- Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
- Positive problem solving attitude
- Bachelor’s Degree
- ERPA, Attorney, CPA or other designation that can represent clients with the IRS a plus
- Desire to deliver the best internal and external client service possible
- Dedicated employee who finds enjoyment in service with a smile
- Ability to handle difficult conversations in a positive and professional manner
- Build a winning culture
- Pursue excellence
- Deliver WOW service
- Foster strong relationships
- Have a servant’s heart
- Drive innovation
We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.
Our Benefits…- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Generous Paid Time Off
- Ability to work remotely
JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000+ small and mid-sized employers, representing 150,000+ plan participants.
In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.
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