Execution Project Lead – Pension Settlement

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Manage a diverse range of pension plan settlement projects.

• Act as the execution project leader for 3–5 micro to mid-sized settlement implementations.

• Oversee the comprehensive management of pension settlement projects, encompassing planning, execution, monitoring, and delivery.

• Ensure project implementations comply with ERISA, IRS, and PBGC regulations.

• Create detailed project plans, timelines, and status reports for both internal stakeholders and clients.

• Collaborate with local teams, legal counsel, recordkeepers, and client representatives.

• Identify project risks and work with RRM resources on strategies for mitigation.

• Monitor data accuracy and manage participant communications.

• Organize client meetings and prepare presentation materials.

• Provide updates regarding project status and forthcoming steps.

• Maintain vendor relationships throughout the entirety of the project lifecycle.

⛳️ Requirements

• A minimum of 5 years of experience in the pension field.

• Previous knowledge of ERISA, IRS, and PBGC requirements relevant to defined benefit plan terminations and settlements is advantageous but not compulsory.

• Strong organizational and time management abilities, with a capacity to juggle multiple projects simultaneously.

• Proficient in collaborating with a variety of stakeholders, such as actuaries, legal teams, plan sponsors, and insurers.

• Excellent analytical and problem-solving capabilities, with a sharp eye for detail.

• Outstanding written and verbal communication and presentation skills.

• Ability to adapt to changing regulatory requirements and project complexities.

• Comfortable working in dynamic, deadline-driven environments.

• Candidates must reside in the United States.

• Employment-based non-immigrant visa sponsorship and/or assistance is not provided.

🏝️ Benefits

• Medical insurance including prescription coverage.

• Dental insurance.

• Vision insurance.

• Health Savings Account.

• Commuter Account.

• Health Care Flexible Spending Account.

• Dependent Care Flexible Spending Account.

• Group Accident coverage.

• Group Critical Illness coverage.

• Life Insurance.

• AD&D coverage.

• Group Legal services.

• Identity Theft Protection.

• Wellbeing Program.

• Work/Life Resources, including Employee Assistance Program.

• Paid Holidays.

• Annual Paid Time Off, including state/local paid leave where applicable.

• Short-Term Disability coverage.

• Long-Term Disability coverage.

• Bereavement Leave.

• FMLA Leave.

• ADA Leave.

• Jury Duty Leave.

• Military Leave.

• Parental Leave.

• Adoption Leave.

• Contributory Pension Plan.

• Savings Plan (401k).

• Certain senior-level positions may qualify for non-qualified Deferred Compensation and Deferred Savings Plans.

• Annual short-term incentive bonus.