ERISA Compliance Officer
If ERISA regulations, qualified retirement plans, and compliance issues are your version of “fun,” we should probably talk. One of our clients is looking for an ERISA & Compliance Officer to serve as a trusted technical resource on retirement plan compliance, helping colleagues and clients navigate regulations, amendments, eligibility issues, operational defects, and corrections.
This is an opportunity to become the person people turn to when a retirement plan question goes from “pretty straightforward” to “well, that’s interesting…” You’ll research regulatory issues, review plan amendments, support compliance testing, evaluate corrections, and help ensure plan administration stays aligned with ERISA and Department of Labor requirements. You’ll also work closely with retirement plan, audit, relationship management, and compliance professionals, giving you broad exposure to the business rather than putting you in a compliance silo.
The role is remote, hybrid, or on-site, with the ability to live anywhere in Wisconsin, Minnesota, Illinois, or Nebraska, plus only 2–3 company-paid trips per year. We’re looking for someone with at least two years of ERISA and qualified plans administration experience who enjoys solving complex problems and translating regulations into practical answers. ASPPA, CEBS, CRPS, or PRP credentials are a plus, but the real differentiator is your ability to know the rules, understand the gray areas, and help others get it right. If you’re ready for a role where your technical expertise actually matters, and where you don’t have to commute to an office every day just to prove you’re working, I’d love to have a confidential conversation.
To learn more about our organization please visit us at
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