Accelerate progress at client wealth management by offering tailored financial guidance and cultivating trustful relationships. Embrace diverse career growth in a supportive team environment serving clients’ financial futures.

Champion compliance excellence in retirement plan services! Drive testing and reporting, liaise with clients, and lead training initiatives to enhance our ERISA compliance efforts for sizable employers nationwide.

Manage ERISA Compliance testing for complex retirement plans, ensuring adherence to IRS/DOL regulations. Collaborate with clients and teams to resolve issues, support training programs, and lead project initiatives to foster client retention and service excellence.

Champion ERISA Compliance for complex retirement plans while collaborating closely with clients, auditors, and teams to enhance service delivery and develop training programs. Lead compliance testing and ensure regulatory adherence within deadlines.

Join us in providing top-quality ERISA compliance testing and reporting services. You'll manage complex testing for retirement plans, collaborate with clients, and lead project initiatives while mentoring junior staff in a dynamic environment.