Senior Erisa Compliance Analyst

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Senior ERISA Compliance Analyst
Duties: Complete wrap documents, Summary Plan Descriptions, Amendments and Summaries of Material Modification for welfare benefit plans and communicate delivery to clients. Assist Team Leader with training compliance specialists for the timely and quality completion of client assignments. Assist Team Leader with providing peer review of client deliverables completed by associates. Research and stay abreast of current events, legislations and emerging regulations with respect to group health and welfare benefit plans and act as an additional resource when questions on these subjects arise. Provide participant communication materials for group health plan sponsors required by ERISA and other applicable regulations. Perform group medical benefit plan discrimination testing in accordance with ERISA section 105(h) or other similar requirements. Communicate results to clients and strategize on potential plan design solutions. Assist clients in the preparation and filing of government filings including Form 5500 with applicable schedules and Summary Annual Reports. Draft plan documents and SPD’s for group medical benefit plans. Draft plan documents for Premium-Only Plans and be available to answer client questions on discrimination testing. Provide audit support to clients with respect to health and welfare benefit plans. Participate on education calls, webinars and seminars for clients and internal business partners. Encourage development and enhancement to department procedures to improve operations efficiencies.

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