Retirement Plan Compliance Senior Associate

WTW • Miami, FL • 4h ago

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 (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf)

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.

WTW

Go to Apply

Share this job

Similar Jobs

Manufacturing Operations Consultant_Senior Associate

PwC • Miami, FL • 44min ago

Management & Administrative

Specialty/Competency: Operations Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 80% At PwC, our people in operations consulting specialise in providing consulting services on optimising o...

44min ago

Go to Apply

Digital Manufacturing, Senior Associate

PwC • Miami, FL • 50min ago

Manufacturing & Warehouse

50min ago

Go to Apply

Cashier/ Barista PT- Bahia Mar Fort Lauderdale a Doubletree by Hilton

Hilton • Fort Lauderdale, FL • 3h ago

Retail & Hospitality

Greets, prepares, services, and takes guests' orders for beverages and/or food in a friendly, courteous, professional and timely manner to ensure total guest satisfaction. Upsells additional items to enhance profitabilit...

3h ago

Go to Apply

Guest Environment Expert

Marriott • Plantation, FL • 3h ago

Additional Information Job Number 26049633 Job Category Housekeeping & Laundry Location Courtyard by Marriott Fort Lauderdale City of Plantation, 7780 SW 6th St, Plantation, Florida, United States, 33324 VIEW ON MAP...

3h ago

Go to Apply

Executive Assistant

Robert Half • Miami, FL • 3h ago

Description Robert Half is partnering with a private equity/investment firm focused on the hospitality industry (hotels and resorts) to hire an Executive Assistant with marketing support responsibilities. Candidates must...

3h ago

Go to Apply

Host or Hostess

Marriott • Miami, FL • 3h ago

Retail & Hospitality

Additional Information Job Number 26050108 Job Category Food and Beverage & Culinary Location Courtyard by Marriott Miami Airport, 1201 NW 42nd Ave, Miami, Florida, United States, 33126 VIEW ON MAP ( https://www.goog...

3h ago

Go to Apply

Customer Service Associate I

Family Dollar • Miami Gardens, FL • 4h ago

Management & Administrative

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommend...

4h ago

Go to Apply

Construction Manager - Data Center Design, Engineering, and Construction

Meta • Miami, FL • 4h ago

Trucking & Construction

Summary: Meta is seeking an experienced Construction Manager to join our Data Center Design, Engineering & Construction team. Our data centers are the foundation upon which our rapidly scaling infrastructure efficien...

4h ago

Go to Apply

Cyber Advisor - SOUTHCOM Joint CCMD Cyber Assistance Team

CACI International • Doral, FL • 4h ago

IT & Engineering

Job Title: Cyber Advisor - SOUTHCOM Joint CCMD Cyber Assistance Team Job Category: Information Technology Time Type: Full time Minimum Clearance Required to Start: Secret Employee Type: Regular Percentage of Travel Requi...

4h ago

Go to Apply

Part Time Pharmacy Technician

UnitedHealth Group • Fort Lauderdale, FL • 4h ago

Hospital & Medical

Requisition number: 2356312 Job category: Pharmacy "A Day in the Life" video ( https://youtu.be/wR5bzhHlT7k ) Opportunities with Genoa Healthcare. A career with Genoa Healthcare means you're part of a collaborative effor...

4h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)