Form 5500 Expert

As a Form 5500 PACS Project Manager you will apply your technical and project management skills to lead a variety of 5500 and related projects for defined benefit, defined contribution, and health and welfare benefit plans. Given the size and complexity of our client portfolio, you will have the opportunity to lead challenging projects and work with clients and colleagues from diversely structured teams from all over the country.

The Role

• Serve as day-to-day project lead, ensuring progress of the team against established objectives, budget, timeline, deliverables, and quality standards
• Perform technical review of complex Form 5500 returns and communicate results to the team.  Support for additional work products is preferred, but not required:
  • Form 990 and 990-T
  • Form K-1 and related state forms
  • Non-discrimination testing for QSLOB’s, coverage, ADP/ACP, amounts testing and/or BRF testing
• Develop a trusted advisor relationship with internal and external client contacts through efficient, quality execution of projects, effective communication, and value-added consulting advice
• Identify opportunities to enhance quality and/or improve processes
• Build relationships internally and collaborate effectively with client teams
• Delegate work, mentor and serve as a technical resource for junior colleagues

The Requirements

• A minimum of 5 years of experience in employee benefits, retirement, or consulting with a focus on retirement and health & welfare plan compliance, plan administration, recordkeeping, and tax reporting.  While extensive retirement plan knowledge is necessary, experience with 403(b) or other unique plan designs and tax forms is an added plus
• Excellent oral and written communications skills 
• Deep knowledge of IRC, ERISA and other relevant laws and regulations affecting employee benefit plans. Applicable credentials are a plus (such as QKA, QPA, CEBS, or CPA) 
• Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget
• Comfortable interacting with and presenting to professionals at all levels within various organizations (internal and external clients, vendors, other consultants, and counsel)
• Proven ability to recognize and diagnose issues and work in teams to influence clients’ decision making
• The ability to see the 'big picture,' leveraging the resources of other groups to address the clients' business challenges.

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 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 $85,000 - $120,000. 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). 

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity