退休计划合规经理
Retirement Plan Compliance Manager
职位描述
我们正在寻找一位有条理且注重细节的退休计划合规分析师加入我们的团队。作为合规分析师，你将在支持我们的律师方面发挥关键作用，执行多种任务，包括起草/修改养老计划（确定收益和确定供款）计划文件、摘要计划说明、重大修改摘要和其他计划相关文件（如政策、程序），以及参与者沟通内容（如 QDIA 通知）。
职责与要求
计划起草：起草/修改定制化的全面确定收益和确定供款计划文件、摘要计划说明、重大修改摘要和其他计划相关文件及参与者沟通内容。了解最新的文档技术及最佳实践，以确保使用最前沿的工具和语言。
合规：确保所有计划文件符合 ERISA 法规及其他适用的联邦法律。遵守审计流程，确保文件的准确性。
文件制作/管理：遵守文件制作时间表，确保高效及时地完成文件制作。整理并维护计划文件，确保其更新且易于访问。
培训与发展：对员工进行计划文件起草和合规方面的培训和指导。
内部客户沟通：根据需要为内部团队提供有关计划语言和培训的技术指导。当客户或团队成员需要帮助理解计划语言或产生该语言的底层法律要求时，提供协助。
其他：通过使用我们的法律数据库订阅，研究、分析并理解影响员工福利、索赔程序和通知要求的法律法规变化，保持对最新法规的了解。
归档：按需将文件提交给政府机构
客户沟通：与客户、客户律师有效沟通，提供更新并收集信息。
文件管理：准备、整理并维护法律文件，包括研究和合同。
项目管理：
- 同时管理多个客户和项目，优先处理任务并按时完成。
- 制定并实施项目计划、时间表和预算。
- 与律师、客户和其他团队成员协调，确保项目顺利执行。
- 跟踪项目进展并识别潜在问题
查看英文原文
The Role
We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).
DUTIES AND RESPONSIBILITIES
Plan Drafting: Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language.
Compliance: Ensure all plan documents comply with ERISA regulations and other applicable federal laws. Adhere to audit protocol to ensure accuracy of documentation.
Document Production/Management: Adhere to document production timelines to ensure efficiency and timely document production. Organize and maintain plan documents, ensuring they are up-to-date and accessible.
Training and Development: Train and mentor staff on plan document drafting and compliance.
Internal Client Communication: Provide technical guidance regarding plan language and training for the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language.
Other: Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements by using our legal database subscriptions to research, analyze and understand changes in the law and/or regulations.
Filing: File documents with government agencies as needed
Client Communication: Communicate effectively with clients, client counsel, providing updates and gathering information.
Document Management: Prepare, organize, and maintain legal documents, including research and contracts.
Project Management:
- Manage multiple clients and projects simultaneously, prioritizing tasks and meeting deadlines.
- Develop and implement project plans, timelines, and budgets.
- Coordinate with attorneys, clients, and other team members to ensure smooth project execution.
- Track project progress and identify potential issues, taking proactive steps to mitigate risks.
- Keep stakeholders up to date on project status using various reporting, and metric based tools available.
- Manage communication between all parties involved in the project.
All other duties as assigned.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Originally posted on Himalayas