consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives
facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs
project development, implementation, and delivery
involved with creative solutioning for new and prospective clients
growing existing client relationships
working in a team-focused and dynamic work environment
applying skills to help engage associates and encourage a satisfying and productive work atmosphere

Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues
Legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material
Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Senior Compliance Consultant

Key skills