Description

The Defined Contribution Project Management Associate is chiefly responsible for performing functions to manage conversions and implementations of new plans and merger/acquisitions onto Milliman systems to ensure compliance with contract requirements and client expectations.  The Associate acts as the primary point of contact for the client and internal partners during the implementation, and acts as an advocate for the client within Milliman, Inc.  The Associate will work with other departments to ensure common understanding of requirements and deliverables and to ensure that plans are converted and implemented timely and accurately.  The Associate is responsible for developing and presenting Implementation calendar, conducting ongoing regular client calls and maintain client contact throughout the lifecycle of the project.  In addition, will perform quality assurance audits of all conversion activity and documentation to ensure compliance with contractual requirements and client expectations and provide frequent status reports to management.

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

Communicate with clients, prior recordkeepers and successor recordkeepers, regarding all aspects of the implementation project. Document processes, problems and timelines for mergers/conversions/spinoffs for all project stakeholders. Monitor progress for all assigned projects and update the appropriate project management tool(s) on a proactive and timely basis. Identify and coordinate communications requirements for mergers and conversions. Analyze, audit and reconcile data for plan conversions. Test and peer-review approved plan specifications for assigned implementation projects using FIS’s Omni DC recordkeeping platform, including front-end applications. Execute the necessary asset transfer activity required for plan conversions. Provide post-conversion training for the ongoing administration team, call center and plan sponsor as needed. Act as a liaison between business and technology teams, responsible for system defect submissions and correction confirmation. Perform testing for all system enhancement and service releases. Assist with the development and/or review of Omni system enhancement requests. Identify, analyze and assist in executing improvements for any daily operational processes and procedures. Ensure final work products are of high quality, provided in a timely fashion and adhere to internal implementation guidelines, plan descriptions, and sample calculations. Ability to handle more complex plan events such as multiple plans or complex system set up

Who We Are Looking For

Required Experience and Skills

5-10 years of industry experience with an expertise in retirement plans and strong working knowledge of 401(k) plans

Preferred Qualifications

QPA certification

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 $87,000 - $177,000, depending on a combination of factors, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, location, etc.

Benefits

At Milliman, we focus on creating an environment that recognizes – and meets – the personal and professional needs of the individual and their family. We offer competitive benefits which include the following based on plan eligibility:

Medical, dental and vision coverage for employees and their dependents, including domestic partners A 401(k) plan with matching program, and profit sharing contribution Employee Assistance Program (EAP) A discretionary bonus program Paid Time Off (PTO) starts accruing on the first day of work and can be used for any reason; full-time employees will accrue 15 days of PTO per year, and employees working less than a full-time schedule will accrue PTO at a prorated amount based on hours worked Family building benefits, including adoption and fertility assistance and paid parental leave up to 12 weeks for employees who have worked for Milliman for at least 12 months and have worked at least 1,250 hours in the preceding 12-month period A minimum of 8 paid holidays Milliman covers 100% of the premiums for life insurance, AD&D, and both short-term and long-term disability coverage Flexible spending accounts allow employees to set aside pre-tax dollars to pay for dependent care, transportation, and applicable medical needs

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.

The expected application deadline for this job is March 3, 2025.

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