ERISA Technical Consultant

ERISA Technical Consultant

The ERISA Technical Consultant will provide technical training and support to members of Voya’s ERISA Services Team that delivers full-service compliance testing and 5500 reporting for 401(k), 403(b), and Profit Sharing Plans. The role takes a lead position on enhancing and developing systems, procedures and controls to expand Voya’s service offerings.

Hybrid‑office/home role
. In‑office schedule details will be finalized with your manager.

• Provide technical support to a team of professionals conducting compliance services for Profit Sharing, 401(k) and 403(b) plans.
• Help develop and implement processes, procedures and controls to enhance Voya’s existing standard compliance testing and Form 5500 service offerings.
• Lead project planning and execution for new ERISA‑related service offerings.
• Perform compliance testing with a strong focus on 410(b) (ratio percentage test/average benefit), 414(s) testing, 401(a)(4), and Rights Benefits and Features.
• Monitor project timelines, risks and dependencies to ensure successful delivery.
• Calculate employer contributions for Safe Harbor and New Comparability plans.
• Provide consulting and plan‑design assistance to relationship management, plan management and clients.
• Work and gain knowledge of Voya’s recordkeeping system and valuation reports.
• Other duties as assigned.

• Bachelor’s degree in Business Administration or related work experience in ERISA compliance.
• Knowledge of ERISA and applicable IRS Code is required.
• Knowledge of Actuarial Systems Corporation Administration (ASC) or equivalent testing software is a must.
• Knowledge of Microsoft Word and Excel (V‑lookup, pivot table, formulas).
• Exceptional oral and written communication skills with an ability to interact with senior managers.
• Ability to multitask, prioritize and problem‑solve independently.

• 8‑10 years of industry experience, with 5‑7 years of experience in an ERISA compliance setting.
• Industry designation is strongly preferred (SPARK, NIPA, ASPPA, CEBS, ERPA).
• Experience with Multiple Employer Plans.
• Experience with project management and/or drafting business and technical requirements for new programs.

Voya is committed to pay that’s fair and equitable, reflecting comparable roles and responsibilities.

The following annual base salary range reflects the expected hiring range(s) for this position in the listed location(s). In addition to base salary, Voya offers incentive opportunities (e.g., annual cash incentives, sales incentives, and long‑term incentives) based on the role to reward performance.

$79,620 - $132,720 USD

Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements and skill level, and will be finalized at the time of offer. Salaries for part‑time roles will be prorated according to the agreed number of hours worked.

• Health, dental, vision and life insurance plans
• 401(k) savings plan – with company matching contributions up to 6%
• Voya Retirement Plan – employer‑paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250 per year
• Paid time off – 20 days, nine company holidays and a flexible Diversity Celebration Day
• Paid volunteer time – 40 hours per calendar year

• Customer Focused – passionate drive to delight customers and offer unique solutions.
• Critical Thinking – thoughtful analysis of data to reach well‑reasoned solutions.
• Team Mentality – partnership to execute common goals.
• Business Acumen – understanding of the financial services industry for sound decisions.
• Learning Agility – openness to new ideas and skill acquisition.

Voya Financial is an equal‑opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Be Well. Stay Well. Voya provides resources to help you thrive physically, financially, socially and emotionally. Our benefits are designed to help you and your family remain well.