Primary Perks

  • Sponsored health insurance
  • Paid vacation & sick time
  • 401(k) plan
  • Professional development program

Added Bonuses

  • Fully-stocked fridge
  • Quality coffee
  • Monthly lunch and learn sessions
  • Latest technologies
  • Incentive pay opportunities

Our Culture

  • Daily collaboration with nice, smart people
  • Located in Nashville, TN
  • Direct access to senior leadership
  • Team-oriented structure to maximize opportunity

Current Opportunities

Email your resume to careers@erisa.com to apply.

Retirement Plan Administrator

Position Type & Schedule: Full Time (Monday – Friday)

Pay Type: Salary

Location: Brentwood, TN

Benefits: career mentorship program, continuing education opportunities, daily collaboration with senior management, 401(k) plan, medical insurance, dental insurance, vision insurance

Responsibilities:

  • Administer qualified plans
  • Process participant distributions and loans
  • Census analysis and determination of participant eligibility
  • Reconcile trust accounts and contributions
  • Calculate and allocate contributions (including cross-testing and safe harbors)
  • Perform non-discrimination/compliance testing (ADP/ACP, 415, 416, 410(b) and/or 401(a)(4))
  • File appropriate government forms: Form 5500, Form 8955-SSA, Form 5330, Form 1099-R, etc.
  • Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

Experience / Skills:

  • Bachelor’s degree in Accounting, Finance or related field
  • Strong verbal and written communication skills
  • Excellent analytical skills, attention to detail and high level of accuracy
  • Collaborative, team-oriented
  • Career-Oriented, as demonstrated by continual self-improvement and learning
  • Ability to articulate and provide exceptional customer service
  • Willing to take ownership over responsibilities
  • Organized, efficient and great attention to detail
  • Qualified Pension or 401(k) Administrator certification is a plus (QPA, QKA)
  • Strong Microsoft Office skills are required

Education:

  • Bachelor’s Degree is required

Your daily responsibilities would include daily reconciliation of retirement plan accounts, maintain system automation, processing contributions, processing distributions, and reasoning through complex problems to find appropriate solutions.

Retirement Plan Intern - Paid Internship

Schedule: Flexible around coursework

Location: Brentwood, TN

What your internship will include:

  • Shadow senior plan consultants and participate in plan design activities
  • legal research
  • Assist with qualified plan administration duties
  • Organize participant distributions and loans
  • Census analysis and determination of participant eligibility
  • Assist with trust account reconciliation and contribution processing
  • Calculate and allocate contributions (including cross-testing and safe harbors)
  • Assist with non-discrimination/compliance testing (ADP/ACP, 415, 416, 410(b) and/or 401(a)(4))
  • Prepare appropriate government forms: Form 5500, Form 8955-SSA, Form 5330, Form 1099-R, etc.
  • Learn applicable laws and regulations that apply to the position and comply with the requirements

Experience / Skills:

  • Strong verbal and written communication skills
  • Excellent analytical skills, attention to detail and high level of accuracy
  • Collaborative, team-oriented
  • Career-Oriented, as demonstrated by continual self-improvement and learning
  • Ability to articulate
  • Willing to take ownership over responsibilities
  • Organized, efficient and great attention to detail
  • Strong Microsoft Office skills are required

Education:

  • Must be currently enrolled in a four-year university program in one of the following majors – Accounting, Finance, Economics, Math

Your daily responsibilities would include daily reconciliation of retirement plan accounts, maintain system automation, processing contributions, processing distributions, and reasoning through complex problems to find appropriate solutions.

Office Address

7003 Chadwick Drive, Suite 210
Brentwood, TN 37027

Mailing Address

P.O. Box 22968
Nashville, TN 37202

Phone

Toll Free: 1.800.858.6989
Local: 615.309.5592

More Info

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ERISA Corporation, ERISA Partners, Inc., ERISA Advisers, Inc., ERISA Technologies, Inc. are separate but affiliated companies.  ERISA Corporation dba ERISA Consultants. Third-party administration and recordkeeping provided by ERISA Partners, Inc. Fiduciary and investment management services provided by ERISA Advisers, Inc. flexComp software licensed through ERISA Technologies, Inc.