Senior Associate, Retirement Plan Compliance

WTW

. 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.

Posted 4/23/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesSenior💰 $80,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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 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.
Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements.

Requirements

What you’ll need

Bachelor's degree in English or legal studies, or equivalent concentration preferred.
5+ years of 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
Experience with reviewing or qualifying domestic relations orders not required but a plus.

Benefits

Comp & perks

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)
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

drafting plan documentsamending plan documentstracking changespension plansdefined benefit plansdefined contribution planscompliance with ERISAcompliance with Internal Revenue Codeanalytical skillswriting skills

Soft Skills

verbal skillsability to work independentlyability to work as part of a teamtraining skillsmentoring skills

Certifications

Bachelor's degree in EnglishBachelor's degree in legal studies