Regulatory Consulting Associate

Description

The Regulatory Consulting Associate has primary responsibility for preparation of plan documents, plan amendments, resolutions, SPDs, SMMs and certain IRS / DOL filings. Works under general supervision of Principal & Senior Regulatory Compliance Consultant and exercises initiative and independent judgment in tasks performed.

Who We Are

Independent for over 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.

Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERG’s) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our web site (https://www.milliman.com/en/social-impact) to learn more about Milliman’s commitments to our people, diversity and inclusion, social impact and sustainability.

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

• Prepare plan documents, amendments, resolutions, policies and procedures, SPDs and SMMs
• Prepare certain IRS/DOL filings and corrections
• Research and consulting support on regulatory/legislative and compliance items

Who We Are Looking For

Required Experience and Skills

• 5+ years of industry experience with an expertise in retirement plan documents and strong working knowledge of 401(k) plans.

Preferred Qualifications

• ERISA Paralegal preferred
• Experience with FIS Relius documents is a plus
• QKC certification preferred

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 $61,000 - $119,000, depending on a combination of factors, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, location, etc.

Benefits

We offer a comprehensive benefits package designed to support employees’ health, financial security, and well-being. Benefits include:

• Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.
• Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges.
• 401(k) Plan – Includes a company matching program and profit-sharing contributions.
• Discretionary Bonus Program – Recognizing employee contributions.
• Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses.
• Paid Time Off (PTO) – Begins accruing on the first day of work.
• Full-time employees accrue 15 days per year.
• Employees working less than full-time accrue PTO on a prorated basis.
• Holidays – A minimum of 10 observed holidays per year.
• Family Building Benefits – Includes adoption and fertility assistance.
• Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria.
• Life Insurance & AD&D – 100% of premiums covered by Milliman.
• Short-Term and Long-Term Disability – Fully paid by Milliman.

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.

This job posting is expected to close on May 30, 2025. 

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