The primary purpose of this position is to leverage subject matter expert on legislative and regulatory changes to create value-add client facing material including white papers, articles, videos,
and webinars as well as support the promotion of relevant content. The incumbent will accomplish this thru proactive engagement regarding legislative and regulatory perspective on key issues impacting the retirement plan services business. They
will update key internal product, sales, service groups, and RPS clients of proposed and final legislative and regulatory changes, and partner with Legal, Plan Compliance and others to incorporate key legislative and regulatory information into action
Acts as a consultative partner to determine implications of legislative and/or regulatory changes on RPS products/services and develop and execute supporting
marketing/communications strategies and tactics for plan sponsors and advisors/consultants.
Manages process to generate dialogue with key constituents/stakeholders. Liaises with Legal, Plan Compliance and others to incorporate key
legislative and regulatory information into action items. Consults with key stakeholders regarding communication strategy and disseminates key information across RPS and their clients. Serve as a SME and maintains a dialogue with Legal and
other professionals to ensure consistency of message and efficient use of resources. Articulates risks and opportunities for RPS, given current legislative, regulatory, and competitive environment.
Provides direction to internal agency and
technical resources to ensure communications programs are properly executed and appropriately rolled out to internal and external clients. Manage the design and development (copy, legal review, develop tracking and measurement) of collateral (both
electronic and paper-based), tools and other marketing materials for select ad-hoc projects.
Bachelor’s degree with at least 10 years of related work experience
in compliance, legal, or retirement services related field
Law degree with at least 5 years of related work experience in compliance or retirement services related field
Qualified Pension Administrator (QPA) and Certified Pension
Consultant (CPC) designations from the American Society of Pension Professional and Actuaries (ASPPA)
Proven ability to communicate well with all
levels of management
Excellent communication skills, both written and verbal
Excellent relationship building skills
Ability to distill complicated messages and test comprehension
Ability to relate to multiple personality
styles and adapt their style to others
Excellent organization and time management skills
Adapts well to changing priorities
Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professional and
Actuaries (ASPPA) or equivalent professional designation
Broad knowledge of plan documentation and plan testing concepts and practices for 401k, profit sharing, 403(b), ESOP, Puerto Rico and 457 plans.
In depth knowledge of the
laws and regulations affecting retirement plan designs and plan documents.
College degree and 5 years of related work experience, or
Associate degree and 10 years related work experience