Marsh McLennan Agency

Provide expert guidance on retirement plan compliance, design, and client consulting, including training and support for complex transactions. | Requires 15+ years in defined contribution consulting, deep knowledge of ERISA and regulatory requirements, and relevant certifications. | Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Director, Plan Governance & Administration Support at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). A day in the life. As our Director, Plan Governance & Administration Support, you’ll Serves as a subject matter expert in retirement plan administration & compliance, providing specialized guidance and support to the firm’s sales and service consultants. Responsible for consulting support on ERISA (and non-ERISA, when applicable) compliance, complex plan design, M&A transactions, amendments and restatements, 5500 reporting and varying other support for complicated plan structuring and client transactions. Essential Duties and Responsibilities • Serve as a consultative resource to support MMA Retirement colleagues with plan compliance matters for both ERISA and Non-ERISA plans, collaborating with legal and compliance teams via a help-desk service model. • Provide technical expertise and support to sales and service representatives regarding plan design, compliance, and due diligence for private equity and M&A transactions involving institutional clients. • Develop and deliver webinars on retirement plan compliance topics for both internal colleagues and external plan sponsors. • Develop training materials for the professional development of field colleagues as it relates to qualified plan administration, compliance, and other relevant topics. • Draft external communication resources (e.g. thought leadership) for field use with clients and prospects on relevant topics. • Sales/Growth and project support related to the Retirement Plan Administration Consulting Center of Excellence. • Stay abreast of current market conditions, business and retirement plan industry trends, and legislative and regulatory changes to facilitate discussions with colleagues. Our future colleague. We are seeking a service-oriented professional with a strong commitment to supporting our clients by delivering competent and effective consulting and training to colleagues. The ideal candidate will be proficient in plan administration and possess comprehensive knowledge of qualified and nonqualified retirement plans. This role requires strong analytical skills to interpret and problem-solve data, enabling well-reasoned solutions. The successful candidate will be a motivated self-starter capable of working independently as well as collaboratively within a team to foster a positive culture and achieve shared objectives. The ability to manage multiple priorities efficiently under pressure, while maintaining exceptional organizational skills, is essential. A results-driven mindset with accountability and execution focus is critical. Excellent written and verbal communication skills are required. The candidate should demonstrate a willingness to innovate and continuously acquire new skills to maintain a competitive advantage. We’d love to meet you if your professional track record includes these skills: • 15+ years of success in defined contribution consulting, including plan design, compliance testing, M&A due diligence, and regulatory corrections • Subject matter expert in 401(k), 403(b), 457(b) top hat, governmental, and nonqualified plans • In-depth knowledge of ERISA, IRS, DOL regulations, correction programs, and submissions • Comprehensive expertise in retirement plan design, compliance, tax, and regulatory requirements for qualified and nonqualified plans • Experience reviewing plan documents, SPDs, and other employee benefit materials • Proven ability to identify and resolve client issues using available resources • Strong executive presence, presentation, and communication skills • Deliver high-quality deliverables and maintain trusted advisor relationships • Serve as a subject matter expert and conduct technical reviews on consulting engagements • Bachelors Degree Licenses, Certifications, and/or Registrations • ASPPA designations such as CPC, QPA, QKC and/or ERPA strongly preferred. We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: • Generous time off, including personal and volunteering • Tuition reimbursement and professional development opportunities • Remote work • Charitable contribution match programs • Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: • Instagram • Facebook • X • LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #LI-REMOTE The applicable base salary range for this role is $89,500 to $166,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Applications will be accepted until: February 23, 2026

Serve as initial contact for clients and carriers, manage benefit plan implementations, prepare and review renewal and new business presentations, mentor analysts, conduct open enrollment meetings, and ensure compliance and client satisfaction. | At least 5 years of group health and benefits sales or service experience at a brokerage or carrier, bachelor’s degree preferred, valid California Life and Disability License, strong communication skills, and proficiency with Microsoft Office. | Summary The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations. Essential Duties & Responsibilities Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: - RFP review and preparation. - Analysis of utilization reports, carrier reports and claims data and trends. - COBRA, HIPAA and coordination of 5500 data. - Work closely with and instruct carrier representatives to ensure smooth implementation of new plans. - Ensure required plan information and materials are sent to the client in a timely manner. Guide and mentor Benefit Analysts throughout the process of gathering Client census and benefit plan information used to prepare materials for new business presentations, renewals and open enrollment meetings. - Explain client needs and concerns focusing on how various plan designs and recommendations address those issues. - Review renewals, new business presentations, and open enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance. - Ensure that client files and documentation are maintained according to policy and procedures, and consistent with Marsh & McLennan professional standards. Develop analytical, customer service and communication skills needed to perform as a Client Executive Service. - Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates. - Under the guidance of the Client Executive Service, participate in prospect and renewal meetings to learn client needs, challenges and concerns. - Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities. - Conduct employee open enrollment meetings to communicate benefit options. - Respond to and resolve routine issues the client may encounter regarding receipt of benefit services and coverage questions. - Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems. Education and/or Experience · Must possess a strong understanding of health and welfare plan benefits and carriers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 5 years’ experience providing group health and benefits sales or service while at a brokerage or carrier. · Bachelor degree strongly preferred. · Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format. · Strong knowledge of employee health insurance carriers, their strengths and weaknesses, plan design features as well as the general factors which affect cost and plan design. · Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. · Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas. The applicable base salary range for this role is $60,000 to $128,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency 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://marshmma.com/careers. #LI-DNI #MMAEHB