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Date Last Verified
Years of Experience
ProfileSenior Benefits Advisory and Compliance Consultant
Qualification and Experience
Requirements: Undergraduate degree required; JD Degree highly preferred. Also, CPA, ASPA, NIPA, QKA or CEBS certifications desirable. Proven experience and success in employee benefits/retirement consulting with a focus on compliance. Prior experience in a professional services firm or legal environment preferred. Experience and success delivering compliance solutions to corporate and not-for-profit organizations (e.g. plan governance, government filings, plan documentation, testing). While extensive 401(k), 403 (b), and DB plan knowledge is necessary, experience with H&W and executive benefits is an added plus. Deep knowledge of IRC, ERISA and other relevant laws and regulations affecting employee benefit plans. A broad understanding of human capital strategy and the ability to contribute to cross-practice client engagements. Proven ability to generate revenue. Track record of success in managing large client relationships and leading global teams. Experience in managing multiple people and projects and producing quality deliverables on time and within budget. Proven ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges.
Willis Towers Watson.
1001 Lakeside Avenue
Cleveland, OH 44114-1172