Retirement Plan Compliance Manager
Required skills
- ERISA
- defined benefit
- defined contribution
- plan documents
- summary plan descriptions
- summary of material modifications
- participant communications
- QDIA notices
- audit protocol
- legal databases
Nice to have
- document drafting technique
- cutting-edge tools
- claims procedures
- notice requirements
- contracts
Role summary
Seeking a detail-oriented Retirement Plan Compliance Analyst to support attorneys in drafting and amending defined benefit and defined contribution plan documents, summary plan descriptions, and participant communications. This role ensures compliance with ERISA and other federal laws, manages document production timelines, and maintains plan documents. Responsibilities include legal research, filing with government agencies, client communication, and project management. The analyst will also train and mentor staff, provide technical guidance, and keep abreast of employee benefits laws and regulations.
The Role
We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).
DUTIES AND RESPONSIBILITIES
Plan Drafting: 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. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language.
Compliance: Ensure all plan documents comply with ERISA regulations and other applicable federal laws. Adhere to audit protocol to ensure accuracy of documentation.
Document Production/Management: 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.
Training and Development: Train and mentor staff on plan document drafting and compliance.
Internal Client Communication: Provide technical guidance regarding plan language and training for the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language.
Other: Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements by using our legal database subscriptions to research, analyze and understand changes in the law and/or regulations.
Filing: File documents with government agencies as needed
Client Communication: Communicate effectively with clients, client counsel, providing updates and gathering information.
Document Management: Prepare, organize, and maintain legal documents, including research and contracts.
Project Management:
- Manage multiple clients and projects simultaneously, prioritizing tasks and meeting deadlines.
- Develop and implement project plans, timelines, and budgets.
- Coordinate with attorneys, clients, and other team members to ensure smooth project execution.
- Track project progress and identify potential issues, taking proactive steps to mitigate risks.
- Keep stakeholders up to date on project status using various reporting, and metric based tools available.
- Manage communication between all parties involved in the project.
All other duties as assigned.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Originally posted on Himalayas
