Retirement Plans & Programs Senior Associate

at PwC in Little Rock, Arkansas, United States

Job Description

Specialty/Competency: IFS – Internal Firm Services – Other

Industry/Sector: Not Applicable

Time Type: Full time

Travel Requirements: Up to 20%

A career in Partner Affairs, within Internal Firm Services, will provide you with the opportunity to provide strategic and operational support to current and former partners of the Firm. You’ll have a big part in supporting our partners from assisting with partner admissions and talent development to partner compensation, administration, and benefits.

Our team is responsible for designing and managing the overall benefits strategy for PwC’s Partners. You’ll focus on designing, managing, and administering the Partners’ benefit programmes which include health and welfare and retirement programmes.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Associate, you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Use feedback and reflection to develop self awareness, personal strengths and address development areas.

+ Delegate to others to provide stretch opportunities, coaching them to deliver results.

+ Demonstrate critical thinking and the ability to bring order to unstructured problems.

+ Use a broad range of tools and techniques to extract insights from current industry or sector trends.

+ Review your work and that of others for quality, accuracy and relevance.

+ Know how and when to use tools available for a given situation and can explain the reasons for this choice.

+ Seek and embrace opportunities which give exposure to different situations, environments and perspectives.

+ Use straightforward communication, in a structured way, when influencing and connecting with others.

+ Able to read situations and modify behavior to build quality relationships.

+ Uphold the firm’s code of ethics and business conduct.

Job Requirements and Preferences :

Basic Qualifications :

Minimum Degree Required :

High School Diploma

Minimum Years of Experience :

2 year(s)

Preferred Qualifications :

Degree Preferred :

Bachelor Degree

Preferred Knowledge/Skills :

Demonstrates thorough knowledge and/or a proven record of success with the administration & financial reporting of multiple qualified and non-qualified retirement plans for partners and employees of a large professional services firm, emphasizing research, generating and analyzing retirement calculations/estimates, and communicating detailed information with focus areas including, but not limited to, the following: -

+ Serving as a subject matter specialist for specific retirement plan(s) as assigned and interact with a customer service orientation when communicating and providing counseling to retiring/exiting/terminated staff as needed;

+ Researching requests about benefits due using legacy HR systems, custom pension software, historical plan records and other systems;

+ Providing audit support to external auditor for specific retirement plan(s) as assigned and support other plan audits and discrimination testing research as requested;

+ Managing system maintenance for custom pension program and defined benefit plans with firm’s IT team, including annual updates with actuaries and partner HR system;

+ Serving as liaison with Independence Office and utilize detail orientation to research and respond to independence inquiries using multiple inquiry databases and retirement plan systems;

+ Coordinating with financial stakeholders to establish accurate and timely payments and tax reporting;

+ Preparing material for annual retiring partners meeting including multiple plan estimates, custom personalized slides and retirement packages;

+ Analyzing draft and final Qualified Domestic Relations Orders for retirement plans, calculate Alternate Payee portion due, correspondence with attorneys, participant and alternate payees regarding court orders;

+ Preparing required notices and government filings in the U.S. and Puerto Rico; and,

+ Preparing plan compliance testing (Ex – Section 415), creating custodian files to process monthly lump sum payments, and preparing annuity start requests for retirement plans.

Demonstrates thorough abilities and/or a proven record of success in the administration & financial reporting of multiple qualified and non-qualified retirement plans for partners and employees of a large professional services firm including, but not limited to, the following areas:

+ Understanding and use of complex formulas to calculate benefits for participants and generate retirement estimates providing detailed fulfillment to explain the benefits;

+ Utilizing technology effectively, including work with the Firm’s standard suite of work solutions, such as Google Suite, Word, Excel, PowerPoint, Access, and Workday;

+ Leveraging organization and project management know-how to work within a fast-paced, rapidly changing environment while maintaining high levels of confidentiality and ethics;

+ Innovating through new and existing technologies and experimente with digitization solutions to include, data modeling and visualization tools;

+ Demonstrating ability to effectively multitask and prioritize daily activities;

+ Demonstrating consistent timeliness and accuracy in delivering required assignments;

+ Demonstrating ability to thrive in a collaborative environment, sharing and leveraging workload with other team members to balance variation of work demands across the team; and,

+ Demonstrating ability to build and maintain relationships with the team, business partners, leaders and stakeholders.

At PwC, our work model includes three ways of working: virtual, in-person, and flex (a hybrid of in-person and virtual). Visit the following link to learn more:

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy:

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

For positions in Colorado, visit the following link for information related to Colorado’s Equal Pay for Equal Work Act:


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Job Posting: JC213341606

Posted On: May 13, 2022

Updated On: Jun 24, 2022