Job description

Retirement Consulting Director - ERISA

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Job Category:   Human Resources and Human Resources Consulting
Line of Service:   Tax
State & City:   NY-New York
Travel Requirements:   0-20%
Position Type:   Director
Req ID:   91286BR
PwC/LOS Overview
PwC is a network of firms committed to delivering quality in assurance, tax and advisory services.

We help resolve complex issues for our clients and identify opportunities. Learn more about us at www.pwc.com/us.

At PwC, we develop leaders at all levels. The distinctive leadership framework we call the PwC Professional (http://pwc.to/pwcpro) provides our people with a road map to grow their skills and build their careers. Our approach to ongoing development shapes employees into leaders, no matter the role or job title.

Are you ready to build a career in a rapidly changing world? Developing as a PwC Professional means that you will be ready
- to create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers.

The PwC network is a global market leader in tax services.

We assist businesses, individuals, and organizations with tax strategy, planning, and compliance, while also delivering a wide range of business advisory services.

With over 32,000 tax professionals, this means that the PwC network can support our clients both locally and globally.

We have experience working with an expansive and diverse client-base, which comprises all types of businesses-multinationals, local companies, privately-owned organizations, entrepreneurs, family businesses, trusts, partnerships, and private individuals.

Job Description
As a member of the Benefits Services practice, you will work with companies to help them evaluate, redesign and manage their health & welfare and retirement benefit programs. You will design pricing strategies, select healthcare delivery systems, and develop risk management and funding approaches that best suit the companies' employee populations and overall human resource strategies. You will provide annual actuarial valuation and related services to a wide range of companies, as well as assisting a large number of clients with specific issues that they may have. Retirement Benefits Services helps companies address the need to mitigate pension expense volatility and enhance investment performance by utilizing sophisticated asset allocation, hedging and risk management strategies.

Health and Welfare Benefit Services include:
- Valuations
- Actuarial analysis
- Plan design/redesign
- Vendor selection/implementation
- Vendor/plan performance reviews
- Consumer directed healthcare
- Health and productivity/wellness
- Postretirement programs/Medicare Part D

Retirement Benefit Services include:
- Valuations
- Actuarial analysis
- Plan design/redesign
- Coverage/discrimination testing and strategy
- Qualified plan operational reviews and strategy
- Vendor selection/implementation
- Asset/liability mix studies and investment consulting
- International benefits

Position/Program Requirements
Minimum Years of Experience: 8

Minimum Degree Required: Bachelor's degree in Accounting or Finance

Certification(s) Required: CPA, Society of Human Resources Professional, or CCP

Degree(s) Preferred: Juris Doctorate, MBA, or Master's degree in Taxation

Knowledge Preferred:
Extensive knowledge of the design, funding, valuation, cost management, tax and financial reporting aspects of retirement and/or health and welfare plans in a major consulting firm or corporate environment.
Thorough knowledge of retirement and/or health plan financial reporting, data analysis and domestic and global tax and compliance issues.


Considerable knowledge of actuarial analysis.

Skills Preferred:
Extensive technical skills in FAS 87, 106, 112, and 158 analysis and valuations.
Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection.
Thorough experience as a team leader: leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation.


This role will be responsible for thought leadership and

business development in the retirement space and also provide a range of ERISA retirement plan services consulting including pension plan design and drafting, determination letters from the IRS, dealing with IRS audit and correction procedure

issues for clients, day-to-day problem solving, consulting on acquisitions, and updating summary plan descriptions.

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