Director, Plan Governance & Administration Support jobs in United States
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Marsh McLennan Agency · 18 hours ago

Director, Plan Governance & Administration Support

Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee benefits solutions. The Director, Plan Governance & Administration Support will serve as a subject matter expert in retirement plan administration and compliance, providing guidance and support to sales and service consultants while ensuring adherence to regulatory requirements.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

Responsibilities

Serve as a consultative resource to support MMA Retirement colleagues with plan compliance matters for both ERISA and Non-ERISA plans, collaborating with legal and compliance teams via a help-desk service model
Provide technical expertise and support to sales and service representatives regarding plan design, compliance, and due diligence for private equity and M&A transactions involving institutional clients
Develop and deliver webinars on retirement plan compliance topics for both internal colleagues and external plan sponsors
Develop training materials for the professional development of field colleagues as it relates to qualified plan administration, compliance, and other relevant topics
Draft external communication resources (e.g. thought leadership) for field use with clients and prospects on relevant topics
Sales/Growth and project support related to the Retirement Plan Administration Consulting Center of Excellence
Stay abreast of current market conditions, business and retirement plan industry trends, and legislative and regulatory changes to facilitate discussions with colleagues

Qualification

Retirement plan administrationERISA compliancePlan design expertiseM&A due diligenceAnalytical skillsASPPA designationsBachelors DegreeCommunication skillsPresentation skillsOrganizational skills

Required

15+ years of success in defined contribution consulting, including plan design, compliance testing, M&A due diligence, and regulatory corrections
Subject matter expert in 401(k), 403(b), 457(b) top hat, governmental, and nonqualified plans
In-depth knowledge of ERISA, IRS, DOL regulations, correction programs, and submissions
Comprehensive expertise in retirement plan design, compliance, tax, and regulatory requirements for qualified and nonqualified plans
Experience reviewing plan documents, SPDs, and other employee benefit materials
Proven ability to identify and resolve client issues using available resources
Strong executive presence, presentation, and communication skills
Deliver high-quality deliverables and maintain trusted advisor relationships
Serve as a subject matter expert and conduct technical reviews on consulting engagements
Bachelors Degree

Preferred

ASPPA designations such as CPC, QPA, QKC and/or ERPA strongly preferred

Benefits

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Remote work
Charitable contribution match programs
Stock purchase opportunities

Company

Marsh McLennan Agency

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Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase