Director, Plan Governance & Administration Support

Overview

Employer Industry: Insurance and Financial Services

• Salary up to $166,900
• Generous time off, including personal and volunteering days
• Opportunities for tuition reimbursement and professional development
• Remote work flexibility
• Charitable contribution match programs and stock purchase opportunities
• Supportive and inclusive workplace culture that values diverse backgrounds

• Serve as a consultative resource for retirement plan compliance matters, collaborating with legal and compliance teams
• Provide technical expertise on plan design and compliance for private equity and M&A transactions
• Develop and deliver webinars on retirement plan compliance topics for internal and external stakeholders
• Create training materials for the professional development of colleagues in plan administration and compliance
• Stay updated on market conditions, industry trends, and regulatory changes to facilitate informed discussions

• Minimum of 15 years of experience in defined contribution consulting, including plan design and compliance testing
• Subject matter expert in various retirement plans, including 401(k) and nonqualified plans
• In-depth knowledge of ERISA, IRS, and DOL regulations
• Proven ability to identify and resolve client issues effectively
• Bachelor's Degree

• ASPPA designations such as CPC, QPA, QKC, and/or ERPA
• Experience reviewing plan documents and other employee benefit materials
• Strong executive presence and communication skills
• Ability to deliver high-quality deliverables and maintain trusted advisor relationships
• Willingness to innovate and continuously acquire new skills

#Insurance #Financial Services #Retirement Plans #Career Opportunity #Remote Work #Professional Development

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