Execution Project Lead – Pension Settlement

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $100k - $150k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

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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

• Project manage a variety of pension plan settlement projects • Serve as execution project lead on 3–5 micro to mid-sized settlement implementations • Lead end-to-end management of pension settlement projects, including planning, execution, monitoring and delivery • Oversee project implementations for compliance with ERISA, IRS and PBGC regulations • Develop detailed project plans, timelines and status reports for internal stakeholders and clients • Coordinate with local teams, legal counsel, recordkeepers and client representatives • Identify project risks and coordinate with RRM resources on mitigation strategies • Monitor data accuracy and participant communications • Facilitate client meetings and prepare presentation materials • Provide updates on project status and next steps • Manage vendor relationships throughout the project lifecycle

🎯 Requirements

• 5 years of pension experience • Prior knowledge of ERISA, IRS and PBGC requirements related to defined benefit plan terminations and settlements beneficial but not required • Excellent organizational and time management skills with ability to manage multiple projects simultaneously • Ability to collaborate across diverse stakeholders, including actuaries, legal teams, plan sponsors and insurers • Strong analytical and problem-solving skills with keen attention to detail • Exceptional written and verbal communication and presentation skills • Ability to adapt to evolving regulatory requirements and project complexities • Comfortable working in fast-paced, deadline-driven environments • Candidates must be located in the United States • Employment-based non-immigrant visa sponsorship and/or assistance is not offered

🏖️ Benefits

• Medical insurance including prescription coverage • Dental insurance • Vision insurance • Health Savings Account • Commuter Account • Health Care Flexible Spending Account • Dependent Care Flexible Spending Account • Group Accident coverage • Group Critical Illness coverage • Life Insurance • AD&D • Group Legal • Identity Theft Protection • Wellbeing Program • Work/Life Resources including Employee Assistance Program • Paid Holidays • Annual Paid Time Off, including paid state/local paid leave where required • Short-Term Disability • Long-Term Disability • Bereavement Leave • FMLA Leave • ADA Leave • Jury Duty Leave • Military Leave • Parental Leave • Adoption Leave • Contributory Pension Plan • Savings Plan (401k) • Certain senior level roles may be eligible for non-qualified Deferred Compensation and Deferred Savings Plans • Annual short-term incentive bonus