Senior Retirement Plan Compliance Specialist

WTW

Atlanta (GA)

On-site

USD 80,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

Health benefits
Retirement plan (401k)
Paid time off

Job summary

WTW in Atlanta seeks a Retirement Plan Compliance Analyst to support attorneys by drafting and amending pension plan documents and participant communications. You will ensure ERISA compliance, manage document production, and maintain up-to-date plan files.

Additionally, you will train staff on plan language, coordinate with clients and team members, and stay current on changes in employee benefits law and regulations.

Qualifications

  • Bachelor's degree or equivalent in English, legal studies, or related field.
  • 5+ years drafting and amending pension plan documents (DB/DC) and summaries.
  • Deep understanding of ERISA and the Internal Revenue Code.
  • Proficient in Word, Excel, Outlook, PowerPoint.
  • Strong written and verbal communication with attention to detail.

Responsibilities

  • Draft/amend defined benefit and defined contribution plan documents and SPDs.
  • Ensure plan documents comply with ERISA and federal laws; support audit readiness.
  • Organize and maintain plan documents; manage timelines and accessibility.
  • Train and mentor staff on plan drafting and compliance.

Skills

Analytical skills
Writing skills
Verbal communication
Independent worker

Education

Bachelor's degree in English or legal studies

Tools

Microsoft Office

Job description

WTW in Atlanta seeks a Retirement Plan Compliance Analyst to support attorneys by drafting and amending pension plan documents and participant communications. You will ensure ERISA compliance, manage document production, and maintain up-to-date plan files.

Additionally, you will train staff on plan language, coordinate with clients and team members, and stay current on changes in employee benefits law and regulations.

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