Marsh McLennan · 3 days ago
Director, US Benefits Compliance & Retirement Program
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
$146K/yr - $293K/yr
12+ years expMarsh McLennan is a global leader in risk, strategy and people, advising clients across various businesses. The Director, US Benefits Compliance & Retirement Program is responsible for ensuring compliance and effective administration of all US employee benefit programs, leading a team and collaborating with various departments to manage regulatory obligations and optimize benefits design.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Lead and manage the US benefits compliance function, ensuring adherence to federal and state regulations including ERISA, IRS, DOL, ACA
Oversee fiduciary responsibilities related to MMC’s US Retirement, Savings, Health & Welfare, and deferred compensation plans
Manage regulatory filings and reporting (e.g., Forms 5500, 990, 990-T, 1094-C/1095-C, PCORI, PBGC, 11-K, etc.), compliance audits, and responses to government inquiries
Provide expert interpretation of benefit plans, contracts, trust agreements, and employment agreements to advise internal stakeholders
Lead a team of direct reports, fostering development and ensuring effective day-to-day administration of benefit programs with respect to compliance and self-correction programs
Collaborate cross-functionally with Legal, Finance, Treasury, HR, and external consultants to support benefits strategy, funding, and plan design
Manage vendor relationships related to benefits compliance and finance
Oversee budgeting, forecasting, and variance reporting for US benefits programs
Support M&A activities by evaluating and integrating employee benefits for acquisitions and divestitures and conducting due diligence reviews
Drive continuous improvement initiatives to enhance compliance processes and employee experience
Be technically proficient with respect to the compliance of all benefit plans, including tax-qualified and non-tax qualified, deferred compensation, defined contribution, defined benefit plans, health and welfare (H&W) benefit plans, and benefit plans identified in individual employment agreements
Advise and direct colleagues on resolution of complicated benefit plan issues, contract and trust agreement interpretations as well as individual participant inquiries
Deep understanding of VEBA Trusts and Unrelated Business Income Tax
Oversee benefits strategy, design, and administration of U.S. tax-qualified and non-tax qualified defined benefit retirement plans
Manage nondiscrimination testing including ADP/ACP, 415, DCAP with assistance of applicable subject matter experts
Qualification
Required
A Bachelor's degree in Human Resources, Business Administration, Finance, Law, or related field
A minimum of 12 years of progressive experience in employee benefits administration, compliance, and plan management within large a complex organization
Preferred
Having an advanced degree or relevant certifications (e.g., CEBS, CPC, QKA, CBP, SHRM-SCP/SPHR)
Proven expertise in US employee benefits regulations, fiduciary responsibilities, and regulatory filings
Strong leadership experience managing teams and influencing cross-functional partners
Excellent communication skills with the ability to translate complex technical information for diverse audiences
Demonstrated financial acumen managing large benefits budgets and reporting
Experience with ERISA claims processes, nondiscrimination testing, and benefits-related audits
Ability to manage multiple priorities in a fast-paced environment and lead by example
Benefits
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP, General Counsel
Recent News
2025-12-01
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2025-10-17
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