Non-Discrimination Testing Lead Associate

Our Retirement team combines expertise in retirement, actuarial, compliance and administration consulting to support global organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pension, and/or a defined contribution plan, we collaborate with the organization to determine the right approach to design, funding, investing, governing, compliance, administration and employee engagement that fits their specific goals.

As one of our Non-Discrimination Testing colleagues, you will contribute to our national project delivery team and make a valuable difference every day to our high-profile client organizations. One of the fastest growing areas of our retirement business is assisting clients with various special projects requiring Non-Discrimination Testing for defined benefit and defined contribution plans.

Non-Discrimination Testing Lead Associate

WTW benefit consultants have deep experience working with organizations of all types and sizes.  We work closely with clients to develop some of the most advanced benefit design techniques currently in use.  We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering and communicating all types of retirement plans.

As a Lead Associate specific to Non-Discrimination Testing, you will:

• Have solid foundation of NDT concepts

• Have overall responsibility in review of complex work product

• Independently manage straightforward client projects

• Support large, complicated client projects

• Be able to support testing needs and options for complex projects

• Review scopes of work, budgets and project plans

• Be one of the primary points of contact on the team for complex projects

• Be available and help consultants address specific client needs and concerns

• Help prepare and present client materials

• Effectively explain complex issues in a clear and concise manner

• Collaborate effectively with the team to guarantee the project's success

• Coordinate nationally within WTW to build project support
• Support tools, training, controls, and staff to ensure individual projects are successful

Requirements

Ten or more years of experience performing all aspects of non-discrimination testing for retirement plans (ideally both defined benefit and defined contribution plans, but acceptable if focus expertise is in one area) including coverage, QSLOBs, amount testing, and BRF testing

• Experience with multiple employer plans is a plus

• Solid mathematical and analytical skills

• Operations experience supporting and coordinating large groups and initiatives

• Work experience that demonstrates strong technical, and/or client service and leadership skills

• Passion for solving problems and sharing solutions to exceed the standards of the client

• Ability to be a self-starter and work independently, but also cooperatively in a close team environment

• Ability to prioritize and have good attention to detail

• Excellent oral and written communication skills

• Excellent Microsoft Excel and PowerPoint skills

• Ability to work with remote teams and travel as needed

Time Commitment

• Majority of time, will be spent on Non-Discrimination Testing strategy delivery, and team building

• Current client responsibilities and client team role to be evaluated in coordination with People Manager and leadership responsibilities

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $75,000-$120,000 USD per year.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

Health and Welfare Benefits:

Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

Leave Benefits:

Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off

Retirement Benefits:

Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

EOE, including disability/vets

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.