ERISA Technical Consultant

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get to Know the Opportunity

The ERISA Technical Consultant position plays a key role in delivering technical expertise, training, and support for compliance testing and Form 5500 reporting across 401(k), 403(b), Profit Sharing, Multiple Employer Plans (MEPs), and Pooled Employer Plans (PEPs). This role serves as a subject matter expert on ERISA compliance, technical plan design matters, and regulatory requirements while helping to enhance systems, processes, and service offerings that support both clients and internal teams. The position is also responsible for leveraging technology and automation to efficiently manage high-volume compliance work while maintaining a high degree of accuracy and quality.

The Contributions You'll Make

• Provide technical guidance, training, and support to professionals performing compliance services for Profit Sharing, 401(k), 403(b), MEP, and PEP plans
• Serve as a subject matter expert on ERISA compliance, testing methodologies, plan design interpretation, and IRS regulatory requirements
• Lead and support enhancements to systems, processes, procedures, and controls related to compliance testing and Form 5500 reporting
• Leverage technology, automation, and system capabilities to efficiently manage high-volume compliance testing and reporting workloads while maintaining exceptional accuracy and quality
• Perform compliance testing, with a focus on:
  • 410(b) testing (Ratio Percentage Test and Average Benefits Test)
  • 414(s) compensation testing
  • 401(a)(4) nondiscrimination testing
• Rights, Benefits, and Features testing
• Calculate employer contributions for Safe Harbor and New Comparability plan designs
• Provide consulting support, plan design expertise, and technical guidance to relationship management, plan management, and clients
• Assist with complex operational issues, plan interpretation questions, correction methods, and regulatory compliance matters
• Develop working knowledge of Voya's recordkeeping systems, valuation reports, and compliance-related technology solutions
• Contribute to the development of best practices, operational efficiencies, and service enhancements that improve client outcomes and scalability
• Assist with additional duties and special projects as assigned

Minimum Knowledge & Experience

• Bachelor's degree in Business Administration or related field, or equivalent work experience in ERISA compliance
• 8–10 years of industry experience, including strong ERISA knowledge and applicable IRS regulations
• Minimum 5–7 years of experience in an ERISA compliance environment
• Experience supporting Multiple Employer Plans (MEPs) and/or Pooled Employer Plans (PEPs)
• Hands-on experience with ASC (Actuarial Systems Corporation) or equivalent compliance testing software
• Proven ability to leverage technology, automation tools, and system-driven processes to manage large volumes of compliance and reporting work accurately and efficiently
• Strong understanding of ERISA regulations, IRS nondiscrimination testing requirements, and qualified retirement plan design principles
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Strong analytical, problem-solving, and multitasking skills with the ability to work independently
• Excellent written and verbal communication skills with the ability to interact effectively with senior leadership

Preferred Knowledge