Marsh McLennan

Director, Plan Governance – Administration Support

Marsh McLennan

full-time

Posted on:

Location Type: Remote

Location: Connecticut • Illinois • United States

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Salary

💰 $89,500 - $166,900 per year

Job Level

Lead

About the role

  • Serves as a subject matter expert in retirement plan administration & compliance, providing specialized guidance and support to the firm’s sales and service consultants.
  • Responsible for consulting support on ERISA (and non-ERISA, when applicable) compliance, complex plan design, M&A transactions, amendments and restatements, 5500 reporting and varying other support for complicated plan structuring and client transactions.
  • 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.

Requirements

  • 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
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
defined contribution consultingplan designcompliance testingM&A due diligenceregulatory correctionsERISAIRS regulationsDOL regulationsretirement plan designcompliance
Soft Skills
executive presencepresentation skillscommunication skillsproblem-solvingtrusted advisor relationships
Certifications
Bachelors DegreeCPCQPAQKCERPA