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Recently postedFull timeFinance

Employee Benefits Compliance Specialist

Marshall and Sterling IncPoughkeepsie, New York🇺🇸United States

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationPoughkeepsie, New York, United States
Microsoft ExcelMicrosoft WordRegulatory Reporting

Job description

Support employee benefits compliance and regulatory reporting for client organizations. Prepare Wrap, SPD, and POP documents; complete Form 5500 filings; support ACA reporting; calculate PCORI fees; and maintain accurate records while coordinating with internal teams and client HR and benefits administrators.

Responsibilities

  • Draft and finalize Wrap, SPD, and POP compliance documents for new and renewing clients.
  • Determine Form 5500 filing requirements, collect supporting schedules and data, and complete filings.
  • Support monthly ACA check-ins, plan updates, and year-end reporting for assigned clients.
  • Request covered-life counts from carriers, calculate PCORI fees, and send fee notices to clients.
  • Follow established workflows and accurately update internal systems.
  • Protect confidential client, staff, and agency information while following company policies.

Required Skills

  • Employee benefits compliance documentation
  • Wrap document preparation
  • Summary Plan Description (SPD) preparation
  • Plan and outline of coverage (POP) preparation
  • Form 5500 reporting and filing
  • ACA reporting
  • PCORI fee calculations
  • Benefits administration systems
  • Microsoft Excel
  • Microsoft Word and Outlook

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