Voya Financial · 6 hours ago
ERISA Technical Consultant
Minneapolis, MN
Full-time
Hybrid
Senior Level, Lead/Staff
$76K/yr - $126K/yr
8+ years expVoya Financial is committed to providing opportunities for a better financial future and fostering an inclusive work environment. The ERISA Technical Consultant will provide technical training and support to the ERISA Services Team, focusing on compliance testing and reporting for retirement plans while leading enhancements to service offerings.
Financial Services
Hiring Manager
Tammy Burm
Responsibilities
Provide technical support to a team of professionals conducting compliance services for Profit Sharing, 401(k) and 403(b) plans
Help develop and implement process, procedures and controls to enhance Voya’s existing standard compliance testing and Form 5500 service enhancements
Lead project planning and execution for new ERISA-related service offerings
Perform compliance testing including 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
Qualification
Required
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 ability to interact with senior managers required
Ability to multitask, prioritize and problem solve independently
Preferred
8-10 years industry experience, with 5-7 years' experience in an ERISA compliance setting is desired
Industry designation is strongly preferred (SPARK, NIPA, ASPPA, CEBS, ERPA)
Experience with Multiple Employer Plans preferred
Experience with project management and/or drafting business and technical requirements for new programs
Benefits
Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time — 40 hours per calendar year
Company
Voya Financial
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
5001-10000 employees
H1B Sponsorship
Voya Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (4)
2023 (2)
2022 (1)
2021 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown2018-06-01Acquired
2013-05-02IPO
Leadership Team
Heather Lavallee
CEO
Michael Katz
Executive Vice President, Chief Financial Officer
Recent News
2026-01-09
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2025-12-24
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