Description

The DC Plan Management Specialist will be responsible for working in a team environment, completing assigned tasks, retaining information and building knowledge in the field. As knowledge about the field increases, responsibilities and tasks will grow, up to and including responsibility of providing all aspects of plan administration to assigned clients.

Who We Are

Independent for 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.

Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.

What You Will Do

Gain and develop thorough understanding of applicable IRS regulations as they apply to qualified retirement plans.
Gain thorough understanding and maintain current knowledge of applicable IRS code sections.
Gain and develop skills necessary to interpret the plan document and regulations applicable to administering qualified retirement plans.
Gain and develop full understanding of clients and their plans. Develop in-depth understanding of each client’s sensitivities, plan design and needs and objectives with respect to their benefit plans.
Manage day-to-day client relationships for assigned clients.
Proactively manage accounts by setting appropriate expectations.
Address all issues brought to Milliman by plan sponsors and external partners in a timely and professional manner.
Respond to client and participant inquiries, resolve service issues and demonstrate a proactive solution-based approach to enhance client relations.
Deliver the highest quality of service to clients, associates and management. Understanding of more complex plan features such as stock and brokerage
Ability to handle more complex clients
Ability to handle a larger workload
Understanding of more complex plan features such as NQ and ESOP
Contribute to workflow and procedure improvements

Who We Are Looking For

Required Experience and Skills

15+ years of industry experience but with an aptitude towards problem solving
Understanding of more complex plan features of ESOP

Preferred Qualifications

QKA certification

Personal Qualifications

Works well within a team environment and takes ownership of personal work product.
Proficiency in the use of computers and other general office equipment.
Proficiency in Microsoft Office Suite.
Attention to detail.
Excellent problem-solving skills.
Strong communication skills (both written and verbal).
Able to productively respond to change.
Excellent organization and time management skills.

Location

This role is based out of the Milliman office in Dallas, TX, but candidates hired into this role may work remotely anywhere in the US.

Compensation

The salary range for this role is $72,000 to $142,000, depending on a combination of factors, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, location, etc.

Benefits

At Milliman, we focus on creating an environment that recognizes – and meets – the personal and professional needs of the individual and their family. We offer competitive benefits which include the following based on plan eligibility:

Medical, dental and vision coverage for employees and their dependents, including domestic partners
A 401(k) plan with matching program, and profit sharing contribution
Employee Assistance Program (EAP)
A discretionary bonus program
Paid Time Off (PTO) starts accruing on the first day of work and can be used for any reason; full-time employees will accrue 15 days of PTO per year, and employees working less than a full-time schedule will accrue PTO at a prorated amount based on hours worked
Family building benefits, including adoption and fertility assistance and paid parental leave up to 12 weeks for employees who have worked for Milliman for at least 12 months and have worked at least 1,250 hours in the preceding 12-month period
A minimum of 8 paid holidays
Milliman covers 100% of the premiums for life insurance, AD&D, and both short-term and long-term disability coverage
Flexible spending accounts allow employees to set aside pre-tax dollars to pay for dependent care, transportation, and applicable medical needs

Equal Opportunity

All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Pay Transparency

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

This job posting is expected to close on January 26, 2024