Senior Associate, Retirement Plan Compliance

🕒 April 23

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $80k - $120k / year

⏰ Full Time

🟠 Senior

🚔 Compliance

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WTW

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

🛡️ Insurance

💼 Consulting

Finance • Insurance • Consulting

WTW is a global powerhouse in financial services, specializing in risk management, insurance, and reinsurance. Leveraging data-driven and insight-led solutions, the company offers consulting in financial services, human resources, and employee benefits, along with pensions administration and HR software. With a presence in 140 countries, WTW is committed to enhancing organizational resilience and maximizing performance for its clients.

📋 Description

• 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. • Ensure all plan documents comply with ERISA regulations and other applicable federal laws. • 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. • Train and mentor staff on plan document drafting and compliance. • Provide technical guidance regarding plan language and training for the internal team as needed. • Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements.

🎯 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.

🏖️ Benefits

• 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) • 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