Director, Plan Governance & Administration Support

Overview

Employer Industry: Insurance and Professional Services

• Serve as a consultative resource for retirement plan compliance matters, collaborating with legal and compliance teams
• Provide technical expertise to sales and service representatives regarding plan design and compliance for institutional clients
• Develop and deliver webinars on retirement plan compliance topics for internal colleagues and external plan sponsors
• Create training materials for professional development related to qualified plan administration and compliance
• Draft external communication resources for field use with clients and prospects on relevant topics

• 15+ years of experience in defined contribution consulting, including plan design, compliance testing, and M&A due diligence
• Subject matter expertise in 401(k), 403(b), 457(b), and nonqualified plans
• In-depth knowledge of ERISA, IRS, DOL regulations, and correction programs
• Comprehensive expertise in retirement plan design, compliance, and regulatory requirements
• Bachelor’s Degree

• ASPPA designations such as CPC, QPA, QKC, and/or ERPA strongly preferred

#Insurance #Retirement Planning #Professional Services #Remote Work #Career Opportunity

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