Retirement Plan Compliance Senior Associate

Retirement Plan Compliance Senior Associate United States. Tempe, Arizona, United States. Los Angeles, California, United States. Miami, Florida, United States. Tampa, Florida, United States. Atlanta, Georgia, United States. Chicago, Illinois, United States. Boston, Massachusetts, United States. Minneapolis, Minnesota, United States. St. Louis, Missouri, United States. New York, United States. Charlotte, North Carolina, United States. Philadelphia, Pennsylvania, United States. Pittsburgh, Pennsylvania, United States. Dallas, Texas, United States Retirement Plan Compliance Senior Associate 202602975 Philadelphia, Pennsylvania, United States St. Louis, Missouri, United States New York, United States Tampa, Florida, United States Chicago, Illinois, United States Boston, Massachusetts, United States Charlotte, North Carolina, United States Tempe, Arizona, United States Los Angeles, California, United States Atlanta, Georgia, United States Pittsburgh, Pennsylvania, United States Miami, Florida, United States Minneapolis, Minnesota, United States Dallas, Texas, United States United States Show More Show Less Full time Add to favourites View favourites Description The Role We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).

DUTIES AND RESPONSIBILITIES

Plan Drafting:

Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language.

Compliance:

Ensure all plan documents comply with ERISA regulations and other applicable federal laws. Adhere to audit protocol to ensure accuracy of documentation.

Document Production/Management:

Adhere to document production timelines to ensure efficiency and timely document production. Organize and maintain plan documents, ensuring they are up-to-date and accessible.

Training and Development:

Train and mentor staff on plan document drafting and compliance.

Internal Client Communication:

Provide technical guidance regarding plan language and training for the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language.

Other:

Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements by using our legal database subscriptions to research, analyze and understand changes in the law and/or regulations.

Filing :

File documents with government agencies as needed

Client Communication :

Communicate effectively with clients, client counsel, providing updates and gathering information.

Document Management:

Prepare, organize, and maintain legal documents, including research and contracts.

Project Management:

Manage multiple clients and projects simultaneously, prioritizing tasks and meeting deadlines. Develop and implement project plans, timelines, and budgets. Coordinate with attorneys, clients, and other team members to ensure smooth project execution. Track project progress and identify potential issues, taking proactive steps to mitigate risks. Keep stakeholders up to date on project status using various reporting, and metric based tools available. Manage communication between all parties involved in the project. All other duties as assigned. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Qualifications The Requirements Bachelor's degree in English or legal studies, or equivalent concentration preferred. 5+ years of experience drafting, amending, and tracking changes to pension (defined benefit and defined contribution) benefit plan documents, summary plan descriptions, and summaries of material modifications. Detailed understanding of laws governing pension plans including ERISA and the Internal Revenue Code are a must have. Expertise with Microsoft Office software programs including Word, Excel, Outlook, PowerPoint. Excellent analytical, writing and verbal skills. Ability to work independently and as part of a team Experience with reviewing or qualifying domestic relations orders not required but a plus. Compensation And Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $80,000 to $120,000 USD per year. The role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

Health and Welfare Benefits:

Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

Leave Benefits:

Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave),

Paid Time Off Retirement Benefits:

Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. EOE, including disability/vets This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Apply Now First Name (required) 5b5c288a Last Name (required) 29d9c111 Email (required) 746cd90b WTW will use your skills and experience information to match against WTW jobs and will contact you to discuss your experience, interests and potential matches to WTW vacancies. Do you consent for WTW to process your information for this purpose? (required) 502b84be Apply Please wait... Done Not You? I confirm that I have read the Data Protection Policy and understand how my personal data will be used and stored. I grant permission to WTW to use the personal data that I submit for the purposes described. Thank you Other People Viewed Sales Enablement Specialist Taguig, Metro Manila, Philippines

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Share Share Apply Now First Name (required) 30d9180e Last Name (required) 36861095 Email (required) cf13fcf9 WTW will use your skills and experience information to match against WTW jobs and will contact you to discuss your experience, interests and potential matches to WTW vacancies. Do you consent for WTW to process your information for this purpose? (required) d1e36721 Apply Please wait... Done Not You? I confirm that I have read the Data Protection Policy and understand how my personal data will be used and stored. I grant permission to WTW to use the personal data that I submit for the purposes described. Thank you Unsolicited Contact Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com . Our Offices Our colleagues serve more than 140 countries and markets around the world. This gives a global dimension to everything we do and creates lots of exciting opportunities for you to collaborate and grow. Explore the map below to see where you career could take you.