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HomeCompaniesEedu Fa Em3 Oraclecloud Com CX 1003Retirement Plan Compliance Manager

Retirement Plan Compliance Manager

Eedu Fa Em3 Oraclecloud Com CX 1003 · Philadelphia, PA, United States; US Miami - 1450 Brickell Avenue FL, Miami, FL, US · Remote · Active · $80,000–$120,000 / year · Oracle Recruiting Cloud / Fusion HCM

Job facts

FieldValue
CompanyEedu Fa Em3 Oraclecloud Com CX 1003
TitleRetirement Plan Compliance Manager
Normalized title-
Department / teamRetirement - Non Actuarial
LocationPhiladelphia, PA, United States
Work modelRemote / Remote
Employment typeFull Time
Salary$80,000–$120,000 / year
Statusactive
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-06-01 / 2026-06-02
Changed / last seen2026-06-06 / 2026-06-06

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Linked records

CompanyEedu Fa Em3 Oraclecloud Com CX 1003
Sourcee7d5a5b4-600a-48ec-99bc-2d32732502c6
ATS providerOracle Recruiting Cloud / Fusion HCM

Description

Description The Role We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices). DUTIES AND RESPONSIBILITIES Plan Drafting: Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language. Compliance: Ensure all plan documents comply with ERISA regulations and other applicable federal laws. Adhere to audit protocol to ensure accuracy of documentation. Document Production/Management: Adhere to document production timelines to ensure efficiency and timely document production. Organize and maintain plan documents, ensuring they are up-to-date and accessible. Training and Development: Train and mentor staff on plan document drafting and compliance. Internal Client Communication: Provide technical guidance regarding plan language and training for the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language. Other: Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements by using our legal database subscriptions to research, analyze and understand changes in the law and/or regulations. Filing : File documents with government agencies as needed Client Communication : Communicate effectively with clients, client counsel, providing updates and gathering information. Document Management: Prepare, organize, and maintain legal documents, including research and contracts. Project Management: Manage multiple clients and projects simultaneously, prioritizing tasks and meeting deadlines. Develop and implement project plans, timelines, and budgets. Coordinate with attorneys, clients, and other team members to ensure smooth project execution. Track project progress and identify potential issues, taking proactive steps to mitigate risks. Keep stakeholders up to date on project status using various reporting, and metric based tools available. Manage communication between all parties involved in the project. All other duties as assigned. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Responsibilities DUTIES A ND RESPONSIBILITIES Plan Drafting: Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language. Compliance: Ensure all plan documents comply with ERISA regulations and other applicable federal laws. Adhere to audit protocol to ensure accuracy of documentation. Document Production/Management: Adhere to document production timelines to ensure efficiency and timely document production. Organize and maintain plan documents, ensuring they are up-to-date and accessible. Training and Development: Train and mentor staff on plan document drafting and compliance. Internal Client Communication: Provide technical guidance regarding plan language and training for the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language. Other: Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements by using our legal database subscriptions to research, analyze and understand changes in the law and/or regulations. Filing : File documents with government agencies as needed Client Communication : Communicate effectively with clients, client counsel, providing updates and gathering information. Document Management: Prepare, organize, and maintain legal documents, including research and contracts. Project Management: Manage multiple clients and projects simultaneously, prioritizing tasks and meeting deadlines. Develop and implement project plans, timelines, and budgets. Coordinate with attorneys, clients, and other team members to ensure smooth project execution. Track project progress and identify potential issues, taking proactive steps to mitigate risks. Keep stakeholders up to date on project status using various reporting, and metric based tools available. Manage communication between all parties involved in the project. All other duties as assigned. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Qualifications The Requirements Bachelor's degree in English or legal studies, or equivalent concentration preferred. 5+ years of experience drafting, amending, and tracking changes to pension (defined benefit and defined contribution) benefit plan documents, summary plan descriptions, and summaries of material modifications. Detailed understanding of laws governing pension plans including ERISA and the Internal Revenue Code are a must have. Expertise with Microsoft Office software programs including Word, Excel, Outlook, PowerPoint. Excellent analytical, writing and verbal skills. Ability to work independently and as part of a team Experience with reviewing or qualifying domestic relations orders not required but a plus. 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 $80,000 to $120,000 USD per year. The 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). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. 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.

Full job record

Job ID43b5fa6b544e50acd40bd767771950c47a6ecd72
Org IDfb7be193-7b81-4a79-b4eb-d716831a6298
Source IDe7d5a5b4-600a-48ec-99bc-2d32732502c6
Board IDe7d5a5b4-600a-48ec-99bc-2d32732502c6
Provideroracle_hcm
Provider Job Key202602975
TitleRetirement Plan Compliance Manager
Normalized Title
Statusactive
Activeyes
Location TextPhiladelphia, PA, United States; US Miami - 1450 Brickell Avenue FL, Miami, FL, US
DepartmentRetirement - Non Actuarial
Team
Employment Typefull_time
Workplace Typeremote
Remote Policyremote
CountryUnited States
RegionPA
CityPhiladelphia
Salary RawCompensation The base salary compensation range being offered for this role is $80,000 to $120,000 USD per year
Salary Min80,000
Salary Max120,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202602975
Apply URLhttps://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202602975
First Seen At2026-06-02 12:00:07Z
Last Seen At2026-06-06 11:42:41Z
Last Checked At2026-06-06 11:42:41Z
Last Changed At2026-06-06 11:42:41Z
Inactive At
Source Posted At2026-06-01 15:00:37Z
Source Updated At
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Event Fields
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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).</p><p><strong>Compensation</strong></p><p>The base salary compensation range being offered for this role is $80,000 to $120,000 USD per year.</p><p>The role is also eligible for an annual short-term incentive bonus.</p><p style=\"margin-left:0in;\"><span style=\"background-color:white;\"><strong>Company Benefits</strong></span></p><p style=\"margin-left:0in;\"><span style=\"background-color:white;\">WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</span></p><ul><li><span style=\"background-color:white;\"><strong>Health and Welfare Benefits:</strong>&nbsp;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&amp;D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)</span></li><li><span style=\"background-color:white;color:rgb(51,51,51);\"><strong>Leave Benefits:</strong>&nbsp;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),&nbsp;</span><a href=\"https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf\"><span style=\"background-color:white;\">Paid Time Off&nbsp;</span></a></li><li><span style=\"background-color:white;\"><strong>Retirement Benefits:</strong>&nbsp;Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.</span></li></ul><p style=\"margin-left:0in;\"><span style=\"background-color:white;\">Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.</span></p><p style=\"margin-left:0in;\"><span style=\"background-color:white;\"><strong>EOE, including disability/vets</strong></span></p><p style=\"margin-left:0in;\"><span style=\"background-color:white;\">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.</span></p>",
    "InternalQualificationsStr": "<p><span style=\"color:#9B59B6;font-family:&quot;;;;;;;;Arial&quot;,sans-serif;\"><strong>The Requirements</strong></span></p><ul style=\"direction:ltr;list-style-type:disc;margin-bottom:0in;margin-top:0in;unicode-bidi:embed;\" type=\"disc\"><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:12.0pt;\">Bachelor's degree in English or legal studies, or equivalent concentration preferred.</span></span></li><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:12.0pt;\">5+ years of experience drafting, amending, and tracking changes to pension (defined benefit and defined contribution) benefit plan documents, summary plan descriptions, and summaries of material modifications.&nbsp;</span></span></li><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:12.0pt;\">Detailed understanding of laws governing pension plans including ERISA and the Internal Revenue Code are a must have.&nbsp;</span></span></li><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:12.0pt;\">Expertise with Microsoft Office software programs including Word, Excel, Outlook, PowerPoint.</span></span></li><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:12.0pt;\">Excellent analytical, writing and verbal skills.</span></span></li><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:12.0pt;\">Ability to work independently and as part of a team</span></span></li><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:12.0pt;\">Experience with reviewing or qualifying domestic relations orders not required but a plus.</span></span></li></ul><p style=\"font-family:Calibri;font-size:12.0pt;margin:0in;\">&nbsp;</p><p><strong>Compensation And Benefits</strong></p><p>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).</p><p><strong>Compensation</strong></p><p>The base salary compensation range being offered for this role is $80,000 to $120,000 USD per year.</p><p>The role is also eligible for an annual short-term incentive bonus.</p><p style=\"margin-left:0in;\"><span style=\"background-color:white;\"><strong>Company Benefits</strong></span></p><p style=\"margin-left:0in;\"><span style=\"background-color:white;\">WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</span></p><ul><li><span style=\"background-color:white;\"><strong>Health and Welfare Benefits:</strong>&nbsp;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&amp;D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)</span></li><li><span style=\"background-color:white;color:rgb(51,51,51);\"><strong>Leave Benefits:</strong>&nbsp;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),&nbsp;</span><a href=\"https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf\"><span style=\"background-color:white;\">Paid Time Off&nbsp;</span></a></li><li><span style=\"background-color:white;\"><strong>Retirement Benefits:</strong>&nbsp;Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.</span></li></ul><p style=\"margin-left:0in;\"><span style=\"background-color:white;\">Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.</span></p><p style=\"margin-left:0in;\"><span style=\"background-color:white;\"><strong>EOE, including disability/vets</strong></span></p><p style=\"margin-left:0in;\"><span style=\"background-color:white;\">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.</span></p>",
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    "ExternalResponsibilitiesStr": "<p><strong>DUTIES A ND RESPONSIBILITIES</strong></p><p><strong>Plan Drafting:</strong> Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language.</p><p><strong>Compliance:</strong> Ensure all plan documents comply with ERISA regulations and other applicable federal laws. Adhere to audit protocol to ensure accuracy of documentation.</p><p><strong>Document Production/Management:</strong> Adhere to document production timelines to ensure efficiency and timely document production. Organize and maintain plan documents, ensuring they are up-to-date and accessible.</p><p><strong>Training and Development:</strong> Train and mentor staff on plan document drafting and compliance.</p><p><strong>Internal Client Communication:&nbsp;</strong>Provide technical guidance regarding plan language and training for the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language.</p><p><strong>Other: </strong>Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements by using our legal database subscriptions to research, analyze and understand changes in the law and/or regulations.&nbsp;</p><p><strong>Filing</strong>: File documents with government agencies as needed</p><p><strong>Client Communication</strong>: Communicate effectively with clients, client counsel, providing updates and gathering information.</p><p><strong>Document Management:</strong>&nbsp;Prepare, organize, and maintain legal documents, including research&nbsp; and contracts.&nbsp;</p><p><strong>Project Management:</strong></p><ul style=\"list-style-type:disc;\"><li>Manage multiple clients and projects simultaneously, prioritizing tasks and meeting deadlines.&nbsp;</li><li>Develop and implement project plans, timelines, and budgets.&nbsp;</li><li>Coordinate with attorneys, clients, and other team members to ensure smooth project execution.&nbsp;</li><li>Track project progress and identify potential issues, taking proactive steps to mitigate risks.&nbsp;</li><li>Keep stakeholders up to date on project status using various reporting, and metric based tools available.&nbsp;</li><li>Manage communication between all parties involved in the project.</li></ul><p><strong>All other duties as assigned.</strong></p><p>Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.</p>",
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