Regulatory Consulting Associate
About The Position
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. 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. 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.
Requirements
- 5+ years of industry experience with an expertise in retirement plan documents and strong working knowledge of 401(k) plans.
- 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
- Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future.
Nice To Haves
- ERISA Paralegal preferred
- Experience with FIS Relius documents is a plus
- QKC certification preferred
- Works well within a team environment and takes ownership of personal work product
Responsibilities
- Prepare plan documents, amendments, resolutions, policies and procedures, SPDs and SMMs for the DC (Defined Contributions) team
- Prepare certain IRS/DOL filings and corrections
- Research and consulting support on regulatory/legislative and compliance items
Benefits
- Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.
- Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges.
- 401(k) Plan – Includes a company matching program and profit-sharing contributions.
- Discretionary Bonus Program – Recognizing employee contributions.
- Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses.
- Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis.
- Holidays – A minimum of 10 paid holidays per year.
- Family Building Benefits – Includes adoption and fertility assistance.
- Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria.
- Life Insurance & AD&D – 100% of premiums covered by Milliman.
- Short-Term and Long-Term Disability – Fully paid by Milliman.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
