ERH ASSOCIATES INC
Retirement Projects Consultant
ERH ASSOCIATES INC, San Rafael, California, United States, 94911
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Overview
Job Title/ Role:
Retirement Projects Consultant Location:
San Rafael Pay Range:
$75.00 - $90.00/hour (paid weekly every Friday) Schedule (Full Time):
Monday - Friday, 8:00am-5:00pm (6-month contract) Employer:
ERH ASSOCIATES INC (Direct message the job poster) Description:
Employment Specialist | Connecting Marin County Talent with Local Businesses — Building Stronger Communities Through Meaningful Work Responsibilities
Project Leadership
– Lead planning, timelines, and execution for retirement plan consolidations, vendor transitions, integrations, and compliance initiatives—ensuring every milestone is met with accuracy and impact. Strategic Execution
– Partner with internal teams, brokers, and vendors to manage plan amendments, restatements, compliance deliverables, and participant communications while aligning operational processes with project outcomes. Compliance Expertise
– Monitor and report on ERISA, IRS, DOL, and other applicable regulations, ensuring all retirement and benefits projects meet strict legal requirements. Data-Driven Insights
– Research and analyze plan designs, vendor performance, and participant data to support decision-making and identify opportunities for improvement. Cross-Functional Collaboration
– Work closely with Payroll, HRIS, Finance, and service providers to coordinate transactions, deductions, remittances, and reconciliations, maintaining seamless communication and documentation. Committee & Communication Support
– Assist with Retirement Plan Committee meetings, preparing materials, documenting follow-ups, and supporting strategic benefit program discussions. Experience & Qualifications
5+ years in retirement plan administration (defined benefit & defined contribution). 5+ years in full-cycle benefits administration. 2+ years working with retirement recordkeeping platforms such as Fidelity, Voya, Principal, or T. Rowe Price. Proven project management experience with 2-3 examples to back it up. Skills & Certifications
Bachelor’s degree
in Human Resources (HR) or at least
2 years of experience
in a similar role. Certifications:
EBS, QPA, or equivalent. Working knowledge
of retirement plans and programs, with up-to-date understanding of their mechanics. Strong grasp
of ERISA and related regulations. Highly detail-oriented
with thorough analytical and documentation skills. Proficient in Microsoft Office , especially Excel and project presentation tools. Ability
to work under pressure, discreet, and confidential. COVID-19 vaccination
(fully vaccinated, except as prohibited by law). Application Details
How to apply:
Send your resume to
Jobs.SanRafaelCA@ExpressPros.com Contact:
Call our office and ask for Leo at 415-472-5400 or visit our office: 38 Mitchell Blvd, San Rafael, CA, 94903 Other
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales
#J-18808-Ljbffr
Job Title/ Role:
Retirement Projects Consultant Location:
San Rafael Pay Range:
$75.00 - $90.00/hour (paid weekly every Friday) Schedule (Full Time):
Monday - Friday, 8:00am-5:00pm (6-month contract) Employer:
ERH ASSOCIATES INC (Direct message the job poster) Description:
Employment Specialist | Connecting Marin County Talent with Local Businesses — Building Stronger Communities Through Meaningful Work Responsibilities
Project Leadership
– Lead planning, timelines, and execution for retirement plan consolidations, vendor transitions, integrations, and compliance initiatives—ensuring every milestone is met with accuracy and impact. Strategic Execution
– Partner with internal teams, brokers, and vendors to manage plan amendments, restatements, compliance deliverables, and participant communications while aligning operational processes with project outcomes. Compliance Expertise
– Monitor and report on ERISA, IRS, DOL, and other applicable regulations, ensuring all retirement and benefits projects meet strict legal requirements. Data-Driven Insights
– Research and analyze plan designs, vendor performance, and participant data to support decision-making and identify opportunities for improvement. Cross-Functional Collaboration
– Work closely with Payroll, HRIS, Finance, and service providers to coordinate transactions, deductions, remittances, and reconciliations, maintaining seamless communication and documentation. Committee & Communication Support
– Assist with Retirement Plan Committee meetings, preparing materials, documenting follow-ups, and supporting strategic benefit program discussions. Experience & Qualifications
5+ years in retirement plan administration (defined benefit & defined contribution). 5+ years in full-cycle benefits administration. 2+ years working with retirement recordkeeping platforms such as Fidelity, Voya, Principal, or T. Rowe Price. Proven project management experience with 2-3 examples to back it up. Skills & Certifications
Bachelor’s degree
in Human Resources (HR) or at least
2 years of experience
in a similar role. Certifications:
EBS, QPA, or equivalent. Working knowledge
of retirement plans and programs, with up-to-date understanding of their mechanics. Strong grasp
of ERISA and related regulations. Highly detail-oriented
with thorough analytical and documentation skills. Proficient in Microsoft Office , especially Excel and project presentation tools. Ability
to work under pressure, discreet, and confidential. COVID-19 vaccination
(fully vaccinated, except as prohibited by law). Application Details
How to apply:
Send your resume to
Jobs.SanRafaelCA@ExpressPros.com Contact:
Call our office and ask for Leo at 415-472-5400 or visit our office: 38 Mitchell Blvd, San Rafael, CA, 94903 Other
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales
#J-18808-Ljbffr