Job Description:
The Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health & Welfare plans for a book of business consisting mostly of mid-market clients, with some large plan clients. The Associate works on plans with moderate complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. This position is also responsible for managing the relationships with clients’ service providers – such as auditors, trustees, record keepers, and insurance agents. The Associate also acts as a technical resource for clients, colleagues, and various internal business partners.
The Associate will also provide support for our QDRO (Qualified Domestic Relations Order) processing activities.
The Expertise You Have
The Skills You Bring
The Value You Deliver
The Team
This role will reside within Workplace Consulting’s Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE’s interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.
The Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health & Welfare plans for a book of business consisting mostly of mid-market clients, with some large plan clients. The Associate works on plans with moderate complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. This position is also responsible for managing the relationships with clients’ service providers – such as auditors, trustees, record keepers, and insurance agents. The Associate also acts as a technical resource for clients, colleagues, and various internal business partners.
The Associate will also provide support for our QDRO (Qualified Domestic Relations Order) processing activities.
The Expertise You Have
- Bachelor’s degree or equivalent work experience
- 3+ years of experience working with Form 5500 filings
- 3+ years of experience working with DB, DC, or Health & Welfare plans
The Skills You Bring
- You have impressive oral and written communication skills.
- You maintain a focus on quality, details, and meeting client expectations.
- You demonstrate a strong customer service approach.
- You are organized, self-motivated, and focused on meeting deadlines.
- You have the ability to balance and prioritize multiple client relationships and deliverables.
- You have strong PC skills – including Microsoft applications.
The Value You Deliver
- Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&W and Puerto Rico benefit plans.
- Work with minimal supervision and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals.
- Develop strong relationships with clients – including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners – including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers.
- Act as a resource for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting.
- Work on special projects.
- Expand overall knowledge of the Workplace Consulting Group.
- Review/Qualify Domestic Relations Orders and prepare communications for involved parties.
The Team
This role will reside within Workplace Consulting’s Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE’s interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.