Senior Plan Document Compliance Leader

TIAA; Washington (District of Columbia); On-site; USD 124,000 - 141,000; Full time

Job summary

TIAA in Washington, DC seeks a Plan Document Compliance Senior Lead to ensure the best interests of institutional clients and internal partners by reviewing plan documents and resolving complex regulatory issues, while maintaining the plans' qualified status.

The role involves analyzing new laws, guiding strategy, and leading cross-functional initiatives impacting high-AUM portfolios, with a focus on consultative service delivery.

Qualifications

• Licensed attorney with pension/ERISA experience.
• Experience reviewing and creating defined contribution plan documents.
• Ability to interpret plan provisions and regulatory changes.
• Strong communication with clients, vendors and internal partners.

Responsibilities

• Review defined contribution plan documents for compliance and client concerns.
• Provide setup and review suggestions for plan design and administration.
• Confer on mergers, acquisitions and benefit provisions affecting plans.
• Research complex regulatory issues and advise on compliant actions.

Skills

Regulatory knowledge

Analytical thinking

Communication skills

Team collaboration

Education

Juris Doctor

Job description

TIAA in Washington, DC seeks a Plan Document Compliance Senior Lead to ensure the best interests of institutional clients and internal partners by reviewing plan documents and resolving complex regulatory issues, while maintaining the plans' qualified status.

The role involves analyzing new laws, guiding strategy, and leading cross-functional initiatives impacting high-AUM portfolios, with a focus on consultative service delivery.