Companies that manage retirement plans need leaders who understand rules, details, and daily plan needs. This role suits someone who enjoys solving compliance issues and guiding teams. You will support many groups, help with audits, review documents, and keep plans in line with ERISA rules.
The job is remote, and you must be based in the United States. You will work with internal teams, retirement plan sponsors, and other partners who rely on clear guidance.
Job Summary
Position: Manager, ERISA Compliance
Company: HUB International
Location: Remote USA
Employment: Full time
Salary Range: $75,000 to $85,000
Job Category: Compliance and Retirement Services
About the Company
HUB International is a global insurance and employee benefits broker. The company provides services in property, casualty, life and health, risk management, investment, and wealth support. HUB Retirement and Private Wealth focuses on serving clients with care and integrity. The team works to deliver strong solutions in plan administration, investments, and service. The company values high ethics, skill, and strong support.
About the Role
The Manager will focus on compliance needs for retirement plans covered by ERISA. These include 401(k), 403(b), and defined benefit plans. You will act as a subject expert who guides teams, reviews issues, and helps keep plans compliant. You will also help with audits, testing, updates, and detailed plan work. This role requires someone who can handle complex tasks while keeping processes clear and organized.
What You Will Do
• Support teams and clients with answers on ERISA and DOL rules.
• Review plan activity to confirm it meets ERISA, IRS, and DOL standards.
• Help prepare replies to audits and regulatory questions.
• Track rule changes and share how they may affect plans.
• Work with legal, operations, and client service teams on plan needs.
• Support the drafting and review of plan documents, amendments, and summaries.
• Help interpret plan rules and fix operational issues.
• Join training sessions and stay current on ERISA updates.
• Assist with policies, controls, and compliance procedures.
• Support onboarding of new plans and ensure clean setup.
• Keep client records and track compliance tasks.
• Assist with compliance testing such as ADP and ACP.
• Help with Form 5500 work, audit prep, and related documents.
Qualifications
• Bachelor’s degree or related experience in plan compliance or administration.
• Strong knowledge of ERISA, DOL rules, and IRS standards.
• Experience with 401(k), 403(b), and defined benefit plans.
• Ability to lead audits and manage complex plan issues.
• Clear communication skills with comfort explaining rules to non-legal staff.
• Strong attention to detail, analysis, and organization.
• Experience with ERISA testing.
• Good judgment and problem-solving ability.
Preferred Experience
• Experience with recordkeepers, third-party administrators, and plan sponsors.
• Skill with Form 5500, prohibited transactions, testing, and other ERISA tasks.
• ASPPA designation is helpful.
Pay and Benefits
Pay ranges from $75,000 to $85,000 a year, with a possible bonus. Benefits include medical, dental, vision, life insurance, disability, paid parental leave, and a 401(k) plan with match. Extra benefits may apply based on location. The role does not require travel.
Equal Opportunity
HUB International supports equal access for all applicants. The company does not discriminate based on age, race, gender, disability, or other protected groups. Help is available for candidates who need support during the hiring process.
How to Apply
Apply through the HUB International career site. Upload your resume and complete the required steps.
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