ERISA Consultant-Retirement Services at CTS Voya Institutional Plan Services, LLC — Hartford, CT
Full job description
Job Summary
The Advanced Markets Consultant – Retirement Services provides advanced regulatory, technical, and consultative support related to qualified retirement plans. This role researches and interprets provisions under the Internal Revenue Code (IRC), ERISA, and selected state retirement plan laws to respond to complex inquiries from internal business partners and, as appropriate, external clients. The consultant applies regulatory expertise to support business initiatives, sponsor needs, and operational alignment across Retirement Services and the broader enterprise.
Regulatory & Technical Consulting
- Research and analyze IRC, ERISA, and selected state retirement plan laws, regulations, and guidance to provide accurate, timely consultative support.
- Provide technical guidance on qualified retirement plans, including plan design, operational compliance, and plan documentation considerations.
- Serve as a subject matter expert (SME) on retirement plan regulatory requirements and how internal processes support ongoing compliance.
- Support sponsors utilizing Voya’s pre-approved plan document.
- Recommend remediation or design alternatives that balance regulatory requirements, sponsor objectives, and operational feasibility.
Communications & Education
- Develop and deliver “just‐in‐time” internal communications related to legislative, regulatory, or industry developments affecting retirement plans.
- Support internal education efforts, including business rollouts, training materials, and stakeholder briefings.
- Partner with Marketing, as appropriate, to develop external client communications and disclosures related to regulatory changes or technical topics.
Skills & Competencies
- Strong knowledge of retirement plan compliance, operations, and regulatory frameworks.
- Excellent analytical, research, and problem‐solving skills with the ability to assess complex scenarios independently.
- Exceptional written and verbal communication skills, with the ability to translate technical concepts into clear, business‐focused guidance.
- Ability to manage multiple priorities and deliverables in a fast‐paced, multitasking environment.
- Strong interpersonal skills with the ability to collaborate effectively across Legal, Operations, Product, Marketing, and Service teams.
Experience
- 5+ years of experience working with qualified retirement plans and related rules and regulations.
- Demonstrated experience interpreting and applying IRC and ERISA requirements in operational, consultative, or compliance contexts.
- Professional designations (e.g., CPC, QPA, QKA, ERPA, CEBS)
Preferred Knowledge & Experience:
- Bachelor’s degree or equivalent combination of education and experience.
- Familiarity with FIS Relius pre-approved plan documents.
- Experience supporting large or complex retirement plan sponsors.
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Compensation Pay Disclosure:
$79,620 - $132,720 USD
Be Well. Stay Well.
What We Offer
- 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
Critical Skills
- Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Learn more about Critical Skills
Equal Employment Opportunity
Reasonable Accommodations
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