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Full-time
bachelor degree
401(k) Retirement Plan, Tuition Reimbursement, Incentive Program Bonuses, Flexible Hybrid Work, Paid Time Off, Medical Insurance
Posted 1d ago
~40 hrs/week
Remote in United States
Responsibilities
The Compliance Director will partner with the Retirement Plan division to embed recordkeeping compliance into business processes and serve as a subject matter expert on ERISA, DOL, and IRS regulations. They will oversee plan document management, monitor legislative developments, and provide compliance guidance to internal stakeholders and external clients.
Requirements
Candidates must have a Bachelor's degree or equivalent experience and 7-10 years of experience in the retirement plan industry. Strong knowledge of ERISA, IRS, and DOL regulations is required, with industry credentials such as QKA, APR, APA, or ERPA strongly preferred.
Full job description
Ameritas is seeking a Compliance Director - Retirement Plans to partner across the Retirement Plan division to embed recordkeeping compliance into business processes and serve as a trusted compliance advisor to internal stakeholders and external clients.
This position is remote (within the U.S.A.) and does not require regular in-office presence.
What you do:
Serve as a subject matter expert on ERISA, Department of Labor (DOL), and Internal Revenue Service (IRS) regulations, with a strong focus on retirement plan recordkeeping requirements and industry best practices.
Provide compliance guidance and support on retirement plan administration matters, including Qualified Domestic Relations Orders (QDROs), participant loans, hardship withdrawals, distributions (including Required Minimum Distributions (RMDs)), prohibited transactions, administrative error corrections, client complaints, and participant and plan disclosure obligations, including 408(b)(2) disclosures.
Review and provide compliance support related to plan document provisions, including eligibility requirements, vesting schedules, and employer contribution formulas.
Oversee retirement plan document management and restatement cycles for 401(k), 403(b), and other qualified retirement plans, ensuring alignment with regulatory requirements and evolving industry standards.
Monitor legislative and regulatory developments impacting retirement plans and recordkeeping operations, and communicate business impacts and compliance requirements to key stakeholders.
Review marketing, advertising, and client-facing communications to ensure accuracy and compliance with applicable regulatory and company standards.
Provide client-facing compliance expertise on ERISA and retirement plan recordkeeping matters, supporting client discussions, issue resolution, and business development efforts as needed.
Identify, assess, and escalate matters requiring legal interpretation to internal Legal Counsel.
Partner with Legal, Risk, and business leaders on audits, regulatory inquiries, investigations, strategic initiatives, and escalated client complaints.
What you bring:
Bachelor's Degree or equivalent experience required
7-10 years Related Experience in the retirement plan industry required
Industry credentials strongly preferred (QKA, APR, APA, ERPA)
Solid knowledge of ERISA, IRS & DOL regulations
Knowledge of FTW and/or Relius compliance software
What we offer:
A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits For your money: • 401(k) Retirement Plan with company match and quarterly contribution. • Tuition Reimbursement and Assistance. • Incentive Program Bonuses. • Competitive Pay.
For your time: • Flexible Hybrid work. • Thrive Days - Personal time off. • Paid time off (PTO).
For your health and well-being: • Health Benefits: Medical, Dental, Vision. • Health Savings Account (HSA) with employer contribution. • Well-being programs with financial rewards. • Employee assistance program (EAP).
For your professional growth: • Professional development programs. • Leadership development programs. • Employee resource groups. • StrengthsFinder Program.
For your community: • Matching donations program. • Paid volunteer time– 8 hours per month.
For your family: • Generous paid maternity leave and paternity leave. • Fertility, surrogacy, and adoption assistance. • Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.
What’s fulfilling life? It’s helping people like you plan for the future and protect what you cherish most. It’s getting the most out of life — even at work. It’s making a difference.
This kind of work can be gratifying, and it could be right for you.
Full legal disclosures at amerit.as/legal.
Offices: 5900 O Street, Lincoln, Nebraska 68510, US · 1880 Waycross Rd, Cincinnati, Ohio 45240, US · 445 Hamilton Ave, Suite 403A, White Plains, New York 10601, US
Life InsuranceDisability Income InsuranceAnnuitiesRetirement PlansDental InsuranceVision InsuranceHearing Care Insuranceand Employee BenefitsConstructionLandscaping
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.
What’s fulfilling life? It’s helping people like you plan for the future and protect what you cherish most. It’s getting the most out of life — even at work. It’s making a difference.
This kind of work can be gratifying, and it could be right for you.
Full legal disclosures at amerit.as/legal.
Offices: 5900 O Street, Lincoln, Nebraska 68510, US · 1880 Waycross Rd, Cincinnati, Ohio 45240, US · 445 Hamilton Ave, Suite 403A, White Plains, New York 10601, US
Life InsuranceDisability Income InsuranceAnnuitiesRetirement PlansDental InsuranceVision InsuranceHearing Care Insuranceand Employee BenefitsConstructionLandscaping