Defined Contribution Plans Consultant jobs in United States
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WTW · 1 week ago

Defined Contribution Plans Consultant

WTW is a global organization that specializes in retirement consulting, helping clients design and manage their retirement plans. The Defined Contribution Plans Consultant will lead client engagements, focusing on compliance, administration, and governance of defined contribution programs, while also identifying opportunities for strategic sales and delivering quality client services.

ConsultingInformation TechnologyInsuranceMedicalService Industry
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Responsibilities

Be a subject matter expert and engagement lead in the delivery of DC retirement plan compliance, administration and governance, including vendor management, fiduciary management and plan design
Lead fee benchmarking and vendor search RFPs
Coordinate with sales and lead relationship managers to identify, develop and support strategic sales opportunities
Build relationships with internal and external sources to maximize the penetration of key target accounts
Identify opportunities to cross-sell new products and services
Finalize and present quality deliverables to clients
Establish a trusted advisor role with clients and provide consistent, superior relationship management
Build leveraged teams that work effectively together
Develop plans for delivery of large, global engagements
Ensure project managers are maintaining team progress against established budget, timeline and quality standards (while you have overall responsibility, consultant level staff typically serve as day-to-day project managers)
Serve as a subject matter expert on client assignments
Perform technical review of work products
Contribute to the development of new tools and approaches related to DC consulting
Oversee analysts and consultants in the delivery of DC, compliance and governance projects

Qualification

Defined Contribution ConsultingVendor ManagementPlan DesignCompliance KnowledgeClient Relationship ManagementHuman Capital StrategyProject ManagementMicrosoft ExcelMicrosoft PowerPointCommunication SkillsTeam Collaboration

Required

Undergraduate degree required; Certification (ASPPA, CEBS) or other designations for practical experience is a plus but not required
15+ years of proven experience and demonstrated success in defined contribution consulting, including vendor management, plan design, compliance and administration gained in a human resources consulting, benefits outsourcing, investment advisory, recordkeeper or defined contribution asset management company
401(k) plan and/or 403(b) experience, along with deep knowledge of IRC, ERISA and other relevant laws and regulations affecting employee benefit plans
Pooled Employer Plan (PEP) would be considered
Broad understanding of human capital strategy and the ability to contribute to cross-practice client engagements
Proven experience successfully working on multiple projects and producing quality deliverables on time
Track record of success in managing large client relationships and leading global teams
Experience in managing multiple people and projects and producing quality deliverables on time and within budget
Proven ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges
An executive presence with polished and well developed written and oral communication skills
Superior ability to influence and collaborate with senior management and work across all levels of an organization
Excellent Microsoft Excel and PowerPoint skills
Ability to work with remote teams and travel as needed

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.

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase