Company Intro:

EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.

Job Summary:

This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan administration and quality control.

Duties/Responsibilities:

• Ability to perform or quality review nondiscrimination testing, Form 5500 and other compliance related tasks completed by Administration team members.
• Participate in staff development of Administration team by providing ERISA technical guidance and quality review feedback.
• Maintain an expert level knowledge of qualified plan regulations and administration.
• Update compliance materials for law changes.
• Perform QDRO reviews for accuracy and completeness and determine the award to alternate payee.
• Identify and recognize any compliance issues that arise from a plan’s testing and reporting process and recommend corrective action related to such issues.
• Review death distributions to determine beneficiary and payout period. Prepare customized letters if necessary.
• Effectively execute resolution to escalated technical issues from internal staff and clients.
• Identify and utilize internal and external resources for compliance resolution.
• Provide plan design support for existing and on boarding clients.
• Participate in compliance related projects and other duties as assigned.
• Possess a strong understanding of department processes, procedures and standards

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Proficient in Microsoft Office Suite or related software.
• Excellent organizational skills and attention to detail.
• Ability to work independently and in a team environment.
• Ability to work with the following software: Relius Administration, FTWilliam, CRM, Relius Documents
• Ability to read and interpret plan documents.
• Ability to meet regulatory deadlines as well as team and personal goals.
• Strong problem solving and analytical skills.
• Ability to handle multiple projects and prioritize workload.
• Able to react to change productively.
• Expert knowledge of ERISA, IRS, and DOL regulations

Education and Experience:

• College degree or relevant work experience.
• Ten or more years of Retirement or Pension experience preferred.
• Industry related designation(s) preferred.

Salary: $75,000 - $95,000

Benefits:

Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.