FBT Gibbons · 2 days ago
Benefits Compliance Specialist
Houston, TX, US
Full-time
Hybrid
Mid Level
3+ years expFBT Gibbons is a national law firm focused on serving companies operating and investing in the middle market. They are currently seeking a Benefits Compliance Specialist to ensure the firm’s employee benefit programs remain compliant with federal, state, and local regulations, managing oversight of health, retirement, and other benefit plans.
Consulting
No H1B
Responsibilities
Manage operational oversight of legal compliance requirements for the firm’s health and welfare and retirement plans, including reviewing legislation, monitoring regulatory changes and collaborating on solutions to ensure ongoing compliance
Oversee day-to-day retirement plan operations for all defined contribution (DC) and defined benefit (DB) plans, ensuring compliance with ERISA and IRS regulations. Field inquiries from employees, manage reporting requirements, and act as liaison with third party administrators
Gather data required for annual plan testing, contribution calculations, non-discrimination testing and Form 5500 filings for all health and welfare and retirement plans. Coordinate with vendors to ensure accurate and timely completion
Prepare annual benefit compliance filings, including annual EEO-1, ACA requirements, PBGC, PCORI and Medicare Part D, ensuring timely and accurate submission
Track and assess changes in laws and regulations affecting employee benefit and retirement plans to ensure ongoing compliance
Prepare and communicate the annual compliance schedule to the team, ensure all compliance items meet deadlines, and confirm and record completion for the annual review process
Coordinate completion of the annual retirement plan audits with auditors, providing necessary documentation to finalize reporting
Conduct audits of all benefit, retirement and payroll data to ensure accuracy and compliance. Coordinate with the team to address gaps and ensure reporting meets firm needs
Oversee the Qualified Domestic Relations Order (QDRO) process, including reviewing filings, coordinating with Benefits Committee counsel for approval, and managing communications with all involved parties throughout the process
Coordinate the Cash Balance plan distribution process, including working with the vendor to communicate options to terminated participants, managing payments for approved distributions, and distributing annual statements
Oversee annual benefit notice distributions, including coordinating necessary reviews for updating the notice for annual changes and preparing the final notice for distribution and posting
Support annual retirement plan budgeting, serve as backup for leave administration, and collaborate on benefit-related projects, education initiatives, and open enrollment activities
Qualification
Required
Bachelor's degree and a minimum of 3 years of experience working in retirement plan and/or health and welfare administration are required. Equivalent combinations of education and experience will be considered
Experience with federal and state regulations, filing and compliance requirements, including ERISA, COBRA, FMLA, Section 125, Medicare, IRS, and DOL required
Experience with HRIS systems and Microsoft Office products, including Excel and Word required
Strong analytical skills for reviewing and auditing procedures, reports, and benefits billing
Effective planning and prioritization skills, with the ability to manage multiple projects simultaneously and meet deadlines under pressure
Exceptional client service, including clear communication, professional handling of challenging situations, adaptability, and collaboration in a team environment
Sound decision-making skills, including exercising judgment, explaining reasoning, involving appropriate individuals in the decision-making process, and making timely decisions
Ability to identify opportunities, anticipate challenges, and implement solutions to improve processes, ensure compliance and support firm goals
Accuracy and thoroughness, including applying feedback and monitoring work to ensure high standards
Flexibility and adaptability to changing work environments, managing competing demands, and adjusting approaches to meet unexpected challenges
Preferred
Ability to analyze data using formulas and reporting tables is preferred
Benefits
Health care coverage (medical, dental, and vision)
Life insurance
Short- and long-term disability
Paid parental leave
Employee wellbeing and EAP programs
Paid time off
401(k) retirement plan with employer matching and profit-sharing
Company
FBT Gibbons
FBT Gibbons LLP is a national law firm focused on serving companies operating and investing in the middle market.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Cindy Thurston Bare
Chief Data and Innovation Officer
Recent News
2026-01-20
Mergers & Acquisitions
2025-10-28
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