WTW is hiring a Defined Contribution Plans Senior Analyst to contribute to our national project delivery team. In this role, you will be a technical resource to clients and client teams for areas related to DC retirement plan compliance, vendor management, fiduciary management, plan design, and cost forecasting.
What You'll Do
- Be a technical resource to clients and client teams for areas related to DC retirement plan compliance, vendor management, fiduciary management, plan design, and cost forecasting
- Respond to queries from consultants and clients with respect to plan provisions and resolve/escalate any problems or issues
- Draft plan amendments and summary plan descriptions, and review employee communications
- Assist with compliance corrections
- Support fee benchmarking and vendor search RFPs
- Provide support for implementations due to plan design changes, provider changes or merger and acquisitions
- Support non-discrimination testing
- Support plan design benchmarking and plan design change cost analysis
- Support on-going client retainer relationships
- Support plan compliance reviews and remediation efforts as needed
- Build relationships internally and collaborate effectively on cross-functional teams
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- Deliver work in accordance to project deadlines
- Deliver on projects to meet or exceed client expectations
- Increase efficiency within client teams by identifying ways to improve processes
What We're Looking For
- Undergraduate degree required
- 10+ years in defined contribution plans, 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) and/or 403(b) plan experience, is necessary along with knowledge of IRC, ERISA and other relevant laws and regulations affecting employee benefit plans
- Proven experience successfully working on multiple projects and producing quality deliverables on time
- Operations experience supporting and coordinating large groups and initiatives
- Work experience that demonstrates strong technical, and/or client service and leadership skills
- Passion for solving problems and sharing solutions to exceed the standards of the client
- Ability to be a self-starter and work independently and remotely, but also cooperatively in a close team environment
- Ability to prioritize and have good attention to detail
- Excellent oral and written communication skills
- Excellent Microsoft Excel and PowerPoint skills
- Ability to collaborate with remote teams and travel as needed
Nice to Have
- Certification (ASPPA, CEBS) or other designations for practical experience is a plus but not required
Technical Stack
- Microsoft Excel
- Microsoft PowerPoint
Team & Environment
You will join our national project delivery team.
Benefits & Compensation
- 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
- Annual short-term incentive bonus
- Compensation: $65,000 to $80,000 USD per year
Work Mode
This role is hybrid.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
