Retirement Consultant

Marsh & Mclennan Companies, Inc. Dallas , TX 75201

Posted 2 months ago

Retirement Consultant

Location: Dallas, Texas, United States

Company: Mercer

Job ID R_034602-en Apply Save Job

This position is for an established a productive professional individual contributor to Non-Actuarial Retirement Consulting, who works independently with minimal supervision. This Consultant will complete analysis of defined contribution plan designs, complete non-discrimination testing and support fee benchmarking and vendor search projects including cost analysis and program summaries. Duties will include working directly with multiple senior consultants in varying geographies. This role requires project management skills and may involve checking of other analysts' work.Responsibilities will include:

  • Perform necessary calculations or analysis on plan design costing projects including analyzing current participant behavior, projecting costs based on static and projected populations over single or multiple years using excel and Studio.

  • Conduct analysis of administrative fees for fee benchmarking and vendor search projects. Support drafting of rfis/rfps and analysis of vendor responses including review of vendor websites.

  • Complete nondiscrimination testing including ADP/ACP, coverage and general testing using ASC software (prior experience not required) and excel. May participate in review of participant transactions for compliance reviews.

  • Interact with Investment colleagues on retainer clients and vendor related projects such as vendor searches and fee benchmarking.

  • Based on experience, may provide checking of spreadsheets and data analysis. Intended to have exposure to clients (by phone and in person where projects permit) based on client needs.

Qualifications:

  • Bachelor's degree in Math, Actuarial Science, Statistics, Economics, Finance or related field

  • 3+ years pension related work experience preferably in a consulting environment

  • Successful client relationship experience

  • Superior proficiency in Microsoft Excel

  • Superior analytical ability

  • Strong presentation skills

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We're in the business of creating more secure and rewarding futures for our clients and their employees whether we're designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people's current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we've turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit www.mercer.com for more information and follow us on LinkedIn and Twitter @Mercer

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity.

Mercer LLC and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC).

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Apply Apply Later


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Retirement Consultant

Mercer LLC

Posted 2 months ago

VIEW JOBS 10/16/2018 12:00:00 AM 2019-01-14T00:00 Company:Mercer Description: This position is for an established a productive professional individual contributor to Non-Actuarial Retirement Consulting, who works independently with minimal supervision. This Consultant will complete analysis of defined contribution plan designs, complete non-discrimination testing and support fee benchmarking and vendor search projects including cost analysis and program summaries. Duties will include working directly with multiple senior consultants in varying geographies. This role requires project management skills and may involve checking of other analysts' work.Responsibilities will include: * Perform necessary calculations or analysis on plan design costing projects including analyzing current participant behavior, projecting costs based on static and projected populations over single or multiple years using excel and Studio. * Conduct analysis of administrative fees for fee benchmarking and vendor search projects. Support drafting of rfis/rfps and analysis of vendor responses including review of vendor websites. * Complete nondiscrimination testing including ADP/ACP, coverage and general testing using ASC software (prior experience not required) and excel. May participate in review of participant transactions for compliance reviews. * Interact with Investment colleagues on retainer clients and vendor related projects such as vendor searches and fee benchmarking. * Based on experience, may provide checking of spreadsheets and data analysis. Intended to have exposure to clients (by phone and in person where projects permit) based on client needs. Qualifications: * Bachelor's degree in Math, Actuarial Science, Statistics, Economics, Finance or related field * 3+ years pension related work experience preferably in a consulting environment * Successful client relationship experience * Superior proficiency in Microsoft Excel * Superior analytical ability * Strong presentation skills At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We're in the business of creating more secure and rewarding futures for our clients and their employees — whether we're designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people's current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we've turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit www.mercer.com for more information and follow us on LinkedIn and Twitter @Mercer Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity. Mercer LLC and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC). Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. Mercer LLC Dallas TX

Retirement Consultant

Marsh & Mclennan Companies, Inc.