Position Summary

Enterprise Group Planning is seeking a detail-oriented and highly organized ERISA Communications Specialist to support the preparation, maintenance, and distribution of compliant employee benefit plan documents and participant communications. This role plays a critical part in ensuring employer health plans are properly documented and that required ERISA communications are delivered accurately and on time.

This position is well suited for a benefits documentation professional who enjoys working in a structured, quality-driven environment and is interested in growing deeper expertise in ERISA compliance and health plan documentation.

Key Responsibilities 

Plan Document Preparation

• · Draft, update and maintain health plan documents using The Phia Group’s compliant documentation tools.
• · Produce and manage:
  • Master Plan Documents
  • Summary Plan Descriptions (SPDs)
  • Summaries of Benefits and Coverage (SBCs)
• · Incorporate plan design changes, amendments and client-specific provisions into all documentation.

ERISA Notices & Participant Distributions

• Prepare and distribute required ERISA notices and participant communications in accordance with regulatory requirements.
• Track distribution timing, delivery methods and documentation to support audit and compliance needs.

Client & Member Communications

• · Draft clear, accurate and compliant written communications for employer clients and plan participants.
• · Coordinate electronic and printed document delivery in partnership with internal teams and vendors.

Quality Control & Internal Support

• Review all documentation for accuracy, consistency and completeness prior to release.
• Respond to internal questions related to plan documentation and participant communications.
• Support audits, compliance reviews and documentation requests as needed.

Qualifications & Experience

Required

• 3–5 years of experience in employee benefits documentation, ERISA compliance, or health plan administration.
• Demonstrated experience drafting or maintaining SPDs, plan documents or participant notices.
• Strong written communication skills and exceptional attention to detail.
• Ability to manage multiple client deliverables and deadlines in a fast-paced environment.

Preferred

• Experience using The Phia Group documentation tools.
• Paralegal background or legal studies coursework.
• Prior experience with a third-party administrator, carrier, or employee benefits consulting firm.

Preferred Attributes

• Highly detail-oriented with a strong quality and compliance mindset.
• Organized and process-driven with the ability to manage competing priorities.
• Comfortable working independently while collaborating closely with operations, compliance and client teams.
• Interested in building deeper expertise in ERISA regulations and health plan documentation.

Why Join Enterprise Group Planning

Enterprise Group Planning is a privately held, growing health care administrator committed to delivering exceptional service while fostering a collaborative, people-first culture. We offer:

• Competitive compensation
• Comprehensive benefits package
• Remote-friendly work environment
• Supportive, experienced leadership
• Long-term career growth opportunities within a stable health care industry