Experience
4 yrs required
Location
Philadelphia, PA, United States
Posted on
Sep 17, 2020
Profile
Health and Benefits Compliance Consultant
The candidate provides support to clients in the areas of ACA compliance, including reviews/audits, other health and welfare (e.g., disability, other leave) compliance and operational reviews, support in the areas of governance, state, federal and jurisdictional changes that impact plan design and/or administration, mergers and acquisitions, plan documents, non-discrimination testing and other related activities. Will be responsible for managing the completion and delivery of client engagements, serving as a strategic advisor to clients concerning their compliance issues and assisting with the development of new business. Will be working both directly with clients and in coordination with broader H&B practice, as well as Technical Services Group and Retirement practices. Will also be asked to participate in the overall development of the practice. Partner with colleagues to support multiple client projects involving health and welfare benefit plan design and strategy and federal, state and local compliance issues. Research various compliance and tax issues, draft responses and memoranda and assist client meetings and presentations. Participate on compliance audits and benefits administration/process improvement reviews. Assist with the preparation of presentations and reports on changing laws and the impact on employers and their benefit plans. Partner with colleagues to manage multiple client projects involving health and welfare benefit plan design and strategy and federal, state and local compliance issues. Finalize and present quality deliverables to clients. Serve as health and welfare compliance subject matter expert on client assignments. Perform technical review of deliverables. Contribute to the development of new tools and approaches related to compliance consulting. Contribute to sales and marketing efforts by supporting compliance team. Identify opportunities to cross-sell new products and services. Build relationships with internal and external sources to maximize the penetration of key target accounts. Demonstrate leadership ability by mentoring analysts and collaborate effectively on cross-functional teams. Meet chargeable and/or other related compliance hours targets. Bachelor’s degree required. Juris Doctorate or Paralegal certificate preferred. 4+ years of relevant experience within employee benefits required with a focus on compliance. Prior experience in a professional services firm, insurance company or legal environment preferred. Knowledge of IRC, ERISA and other relevant laws and regulations affecting employee benefit plans. Material client-facing experience with public speaking experience a plus. Experience in managing multiple individuals and project work streams and producing quality deliverables on time and within budget. Proven ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges.
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