The Regulatory Consulting Associate has primary responsibility for preparation of plan documents, plan amendments, resolutions, SPDs, SMMs and certain IRS / DOL filings. Works under general supervision of Principal & Senior Regulatory Compliance Consultant and exercises initiative and independent judgment in tasks performed.
Who We Are
Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world's most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.
Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERG's) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our web site (https://www.milliman.com/en/social-impact) to learn more about Milliman's commitments to our people, diversity and inclusion, social impact and sustainability.
Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.
What You Will Do
Prepare plan documents, amendments, resolutions, policies and procedures, SPDs and SMMs
Prepare certain IRS/DOL filings and corrections
Research and consulting support on regulatory/legislative and compliance items
Who We Are Looking For
Required Experience and Skills
5+ years of industry experience with an expertise in retirement plan documents and strong working knowledge of 401(k) plans.
Preferred Qualifications
ERISA Paralegal preferred
Experience with FIS Relius documents is a plus
QKC certification preferred
Personal Qualifications
Works well within a team environment and takes ownership of personal work product
Proficiency in the use of computers and other general office equipment
Proficiency in Microsoft Office Suite
Attention to detail.
Excellent problem-solving skills
Strong communication skills (both written and verbal)
Able to productively respond to change
Excellent organization and time management skills
Location
This role is based out of the Milliman office in Dallas, TX, but candidates hired into this role may work remotely anywhere in the US.
Compensation
The salary range for this role is $61,000 - $119,000, depending on a combination of factors, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, location, etc.
Benefits
At Milliman, we focus on creating an environment that recognizes - and meets - the personal and professional needs of the individual and their family. We offer competitive benefits which include the following based on plan eligibility:
Medical, dental and vision coverage for employees and their dependents, including domestic partners
A 401(k) plan with matching program, and profit-sharing contribution
Employee Assistance Program (EAP)
A discretionary bonus program
Paid Time Off (PTO) starts accruing on the first day of work and can be used for any reason; full-time employees will accrue 15 days of PTO per year, and employees working less than a full-time schedule will accrue PTO at a prorated amount based on hours worked
Family building benefits, including adoption and fertility assistance and paid parental leave up to 12 weeks for employees who have worked for Milliman for at least 12 months and have worked at least 1,250 hours in the preceding 12-month period
A minimum of 8 paid holidays
Milliman covers 100% of the premiums for life insurance, AD&D, and both short-term and long-term disability coverage
Flexible spending accounts allow employees to set aside pre-tax dollars to pay for dependent care, transportation, and applicable medical needs
Equal Opportunity
All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
This job posting is expected to close on January 1, 2025
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)