Willis Towers Watson Benefits Advisory and Compliance Analyst in Cleveland, Ohio

Benefits Advisory and Compliance Analyst

Date Posted: April 23, 2018


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As an analyst in our Benefits Advisory and Compliance (BAC) practice you will work with consultants and senior consultants in the areas related to defined contribution plans including compliance, risk and financial management to Fortune 1000 and other not-for-profit organizations. As a key team member responsible for work product, you will be working directly on client projects in support of broad client engagements as well as answering questions and resolving issues for clients. You will have the opportunity to significantly enhance your knowledge of all aspects of retirement plan compliance, tax reporting, and operations while employing the most cutting edge tools and resources working with some of the world’s experts in retirement plan design and management.

The Role

  • Prepare annual Form 5500s in accordance with plan provisions

  • Complete forms and necessary plan and financial schedules

  • Perform projects related to retirement plan compliance, vendor management, fiduciary management and plan design

  • Become a technical resource to clients and client teams.

  • Process government filings

  • Respond to queries from consultants, clients and plan members with respect to plan provisions and resolve/escalate any problems or issues

  • Build relationships internally and collaborate effectively on cross-functional teams

  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

  • Deliver work in accordance to project deadlines

  • Deliver on projects to meet or exceed client expectations

  • Increase efficiency within client teams by identifying ways to improve processes

  • Meet chargeable hours targets

The Requirements

  • Undergraduate degree required; Progress toward ASPA, QKA or CEBS certifications is encouraged and an advantage.

  • 1+ years of experience in employee benefits, retirement, or consulting with a focus on compliance, plan administration, or recordkeeping. Prior experience in professional services firm or legal environment preferred

  • Some 401(k) plan experience, knowledge of 403(b) and/or defined benefit plans is necessary

  • Familiarity with IRC, ERISA and other relevant laws and regulations affecting employee benefit plans

  • Well organized and detail oriented

  • Strong written and verbal communication skills

  • Natural ease and effectiveness when dealing with clients/colleagues at all levels

  • Flexibility and proven ability to diagnose and resolve issues; strong client service orientation

  • Proficient in Microsoft Office (Word, Excel and PowerPoint)

  • Ability to work both independently and on client teams and enjoys a fast-paced environment

  • Proven experience successfully working on multiple projects and producing quality deliverables on time

The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com .

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity: Know your rights. at http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


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  • Location:Cleveland, OH, USChicago, ILSouthfield, MIAnn Arbor, MIGrand Rapids, MIPittsburgh, PA

  • Date Posted:April 23, 2018