Teams at Employee Fiduciary, LLC

Prepare nondiscrimination testing, Form 5500 filings, and retirement plan document amendments for assigned clients. Maintain knowledge of qualified plan regulations, use Relius and FT William software, respond to ERISA technical questions, manage compliance projects, and meet deadlines while communicating effectively with clients and colleagues.

Processes retirement-plan work orders, maintains operational procedures, tracks request status, follows up on pending or overdue items, and documents issues. The role requires analytical problem-solving, organization, multitasking, clear communication, and effective collaboration. Full training is provided, making it an opportunity to begin a career in the 401(k) industry. Familiarity with Relius or similar software is preferred.