Director, Plan Governance & Administration Support

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Director, Plan Governance & Administration Support at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

As our Director, Plan Governance & Administration Support, you’ll serve as a subject matter expert in retirement plan administration & compliance, providing specialized guidance and support to the firm’s sales and service consultants. Responsible for consulting support on ERISA (and non-ERISA, when applicable) compliance, complex plan design, M&A transactions, amendments and restatements, 5500 reporting and varying other support for complicated plan structuring and client transactions.

• Serve as a consultative resource to support MMA Retirement colleagues with plan compliance matters for both ERISA and Non-ERISA plans, collaborating with legal and compliance teams via a help-desk service model.
• Provide technical expertise and support to sales and service representatives regarding plan design, compliance, and due diligence for private equity and M&A transactions involving institutional clients.
• Develop and deliver webinars on retirement plan compliance topics for both internal colleagues and external plan sponsors.
• Develop training materials for the professional development of field colleagues as it relates to qualified plan administration, compliance, and other relevant topics.
• Draft external communication resources (e.g. thought leadership) for field use with clients and prospects on relevant topics.
• Sales/Growth and project support related to the Retirement Plan Administration Consulting Center of Excellence.
• Stay abreast of current market conditions, business and retirement plan industry trends, and legislative and regulatory changes to facilitate discussions with colleagues.

We are seeking a service-oriented professional with a strong commitment to supporting our clients by delivering competent and effective consulting and training to colleagues. The ideal candidate will be proficient in plan administration and possess comprehensive knowledge of qualified and nonqualified retirement plans. This role requires strong analytical skills to interpret and problem-solve data, enabling well-reasoned solutions.

The successful candidate will be a motivated self-starter capable of working independently as well as collaboratively within a team to foster a positive culture and achieve shared objectives. The ability to manage multiple priorities efficiently under pressure, while maintaining exceptional organizational skills, is essential. A results-driven mindset with accountability and execution focus is critical. Excellent written and verbal communication skills are required.

The candidate should demonstrate a willingness to innovate and continuously acquire new skills to maintain a competitive advantage.

• 15+ years of success in defined contribution consulting, including plan design, compliance testing, M&A due diligence, and regulatory corrections
• Subject matter expert in 401(k), 403(b), 457(b) top hat, governmental, and nonqualified plans
• In-depth knowledge of ERISA, IRS, DOL regulations, correction programs, and submissions
• Comprehensive expertise in retirement plan design, compliance, tax, and regulatory requirements for qualified and nonqualified plans
• Experience reviewing plan documents, SPDs, and other employee benefit materials
• Proven ability to identify and resolve client issues using available resources
• Strong executive presence, presentation, and communication skills
• Deliver high-quality deliverables and maintain trusted advisor relationships
• Serve as a subject matter expert and conduct technical reviews on consulting engagements
• Bachelor’s Degree

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

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in