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WTW · 2 days ago

Retirement Plan Compliance Analyst

Atlanta, GA

Full-time

Onsite

Mid Level

$65K/yr - $80K/yr

WTW is seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join their team. The role involves drafting and amending pension plan documents, ensuring compliance with ERISA regulations, and providing technical guidance to internal clients.

ConsultingInformation TechnologyInsuranceMedicalService Industry

No H1B

Responsibilities

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 audit protocol to ensure accuracy of documentation

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

Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language

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

File documents with government agencies as needed

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

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

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

Qualification

Pension plan documentationERISA complianceMicrosoft OfficeAnalytical skillsProject managementTeam collaborationVerbal communicationWritten communication

Required

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

Preferred

Bachelor's degree in English or legal studies, or equivalent concentration preferred

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), 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.