Assistant Director: Retirement Services

We need to output HTML fragment with sections: About the role? The description includes intro about firm and role. We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO, accommodation request, etc. Also remove application instructions (email). Also remove duplicated lines. Keep substantive info. We need to parse the posting. Let's extract sections: Intro: "Mayer Brown is an international law firm positioned to represent the world’s major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do. We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm’s client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm. If you thrive in a collaborative environment that values exceptional client service, initiative, professionalism, responsiveness, and adaptability, we invite you to consider joining our Benefits department in our Chicago, or New York office as an Assistant Director: Retirement Services." That's about the role/firm. Could be "About the role". We'll put that in

About the role

with

. Then "This position is responsible for managing the administration and analysis of two qualified retirement plans (401(k) Savings Plan and Cash Balance Pension Plan (CBP)), unfunded pension plan and retiree medical. Assists CFO and Senior Director: Global Tax and Partnership Accounting and Senior Director: Global Benefits and Well-Being with administration of unfunded partner retirement plan. Assures compliance with all Federal and State laws and regulations affecting the administration of these plans, including contracts and SPD review." That's responsibilities. Then there is a big list of responsibilities under "Responsibilities Essential Functions:" with many bullet-like sentences. We need to turn them into

• . We'll extract each sentence as list item. We need to preserve all substantive info, not invent. We'll need to decide where to split. Let's list responsibilities sentences: - Acts as key contact for all partner retirement benefit programs (two qualified ERISA plans: 401(k), CBP and one non-ERISA Unfunded pension plan and retiree medical) - Coordinates all CBP communications (Irrevocable Election for Lateral New Hires, Newly Eligible, Age 62 SOBN) - Works directly with in-house counsel on any changes as result of Amendments to CBP (NTIP, Portal Updates, Plan Summary, SPDs, etc.) - Develops and implements policies and procedures for the Firm’s retirement plans. - Ensures appropriate audit procedures for such plans - Reviews monthly retirement plan (O3) actuary Data Change Log and reconcile any participant changes and approved monthly CBP funding requirements - Oversees Schwab submissions to Partnership Accounting with Projected annual Retirement contributions (voluntary, RFC and CBP) quarterly and as needed for partnership K1 statements - Responsible for managing CBP QDRO procedures and communications - Manages vendors for out-sourced processes such as Distributions requests (Loan, Terminations, hardships) - Reviews monthly, quarterly and annual reports from Schwab. Reports include delinquent loans, terminated participants <$5,000, Participant’s eligible for RMDs, 1099 distribution review, forfeitures, 5500 return, and invoices - Balances 401(k) forfeiture accounts and determine amount available for use each year’s non-Partner RFC - Works with 401(k) record-keeper regarding new features or enhancements to the Savings Plan - Oversees information provided to actuary for 401(k) Regular Firm Contribution(s). This includes: Arrange for funding requirements Data regarding employee compensation and various other 11/30 and 12/31 information - Coordinates communication of plan info to participants, including Savings plan meetings and printed materials in conjunction with Savings Plan Communications strategy - Oversees the Partner quarterly and yearly 401(k) funding contributions via excel spreadsheet and communications. - Reconciles payroll’s NFL partner deduction report (partner premium report) and monthly partner loan funding files for Schwab - Coordinates annual audit of retirement plans to include the review of the 5500s, SARs, annual PBGC premium and Annual Funding Notice (CBP) - Works with the Investment Management Firm on investment changes that were approved by the Firm’s Investment Committee, including but not limited to the CBP trustee distribution requests related to the changes - Responsible for assuring all retirement plan related invoices are processed timely - Oversees the coordination of the Annual Social Security and Medicare meetings - Committees Participates as member of the Administrative Investment Committee which oversees the administration of the Firm’s ERISA pension plans - Attends the Investment Committee meetings and reviews the drafts minutes before they are sent to the committee for approval - Participates as a member of the Benefits Welfare Committee - Unfunded Pension Plan Review and approve pension calculation Provide requirement payment information to Partnership Accounting - Responsible for the annual cost of living increase calculations - Other Assures U.S. Equity Partner compensation (annual SEI) is maintained in PeopleSoft for benefit purposes (specifically disability) and compensation history, along with annual RFC contributions for all eligible participants is loaded for reporting purposes - Manages internal communications including but not limited to; benefits guides, new hire orientation presentations, etc. - Develops new programs and streamline processes as appropriate - Assists the Assistant Director: Health & Welfare on H&W plan renewals, reporting, meetings, etc. - Assists with the annual open enrollment process - Oversees the maintenance of employee benefit records related to retirement - Prepares and/or distributes management reports in response to requests - Oversees the maintenance of retirement contents on GlobalNet - Cross train on Assistant Director: Health & Welfare job duties - Assist with ACA compliance related retirees on retiree medical. - Partners with HRIS, HRIT and Assistant Director: Health & Welfare to assure PeopleSoft’s BenAdmin programming, interfaces, configuration changes, testing, etc. program requirements are met - Performs other duties as assigned or required to meet Firm goals and objectives We need to keep these as list items. Now Education/Training/Certifications Qualifications, Experience and Personal Attributes: "Bachelor’s degree in a related field required Advanced degree preferred Professional Experience Minimum of five years of previous benefits/retirement management experience required Prior experience working in a professional services setting preferred Technical Skills Proficiency in Microsoft Office products, required Extensive experience with defined contribution/benefit plans (savings/CBP) and unfunded/non-qualified plan administration, required Experience with H&W insurance programs administration, preferred Strong knowledge of automated systems, both with third-party vendors as well as payroll/HRIS systems as it relates to benefit programs, required Strong analytical and numerical ability, required Proven working knowledge of ERISA, Department of Labor and IRS regulations as they pertain to benefit and retirement plan programs, required Hands on knowledge of Excel required and PeopleSoft Query reporting preferred Performance Traits Must be highly analytical and have ability to manage annual projects from planning through to final audit and maintenance of enrollment in plans Must be able to communicate well in both written and verbal form Strong written and verbal communication skills, able to communicate effectively and in a professional manner with all levels of the Firm and outside vendors Ability to work in a diverse team environment and effectively support the demanding needs of the Firm Ability to work under pressure, meet deadlines with shifting priorities Must be a self-starter with a high level of initiative Strong customer service skills, able to anticipate needs and exercise independent judgment Strong attention to detail, organizational skills and the ability to handle multiple projects Maintains confidentiality and exercises discretion Exercises solid strategic thinking and problem-solving skills Management Accountabilities Manages processes for direct reports in regards to performance appraisals, annual compensation, goal setting and performance counselling Demonstrated leadership and supervisory experience Operational budget analysis and recommendations Conducts analysis of staffing levels and participation in the recruitment process Able to determine and implement change processes to improve workflow efficiencies Process- and service-oriented with strong leadership and project management skills Able to set priorities and delegate in an efficient manner Physical Requirements May require occasional lifting of up to 20 lbs. May require travel to other offices as needed" We need to split into sections: Qualifications, Skills, maybe Requirements? The instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where. We have qualifications: Bachelor's degree required, advanced degree preferred. Experience: minimum five years benefits/retirement management, prior professional services setting preferred. That could go under Qualifications or Requirements. Usually Requirements includes experience and education. Qualifications could be similar. But we need to follow instruction: include a section only when posting has real specific content. We can combine education/experience under Qualifications. Skills: technical skills list. We also have Performance Traits and Management Accountabilities and Physical Requirements. Those could go under Skills? Or maybe under Requirements? But we have headings: Requirements, Qualifications, Skills. We need to allocate. Better: Qualifications: education + experience. Skills: technical skills + performance traits + management accountabilities + physical requirements? Might be too broad but okay. Alternatively, we could have Requirements: experience + maybe physical requirements? But we have limited headings. Let's decide: - About the role: intro paragraph. - Responsibilities: the big list. - Qualifications: education + experience (Bachelor's degree required, advanced degree preferred; Minimum five years benefits/retirement management experience required; Prior experience in professional services setting preferred). - Skills: technical skills (Proficiency in Microsoft Office required; Extensive experience with defined contribution/benefit plans and unfunded/non-qualified plan administration required; Experience with H&W insurance programs administration preferred; Strong knowledge of automated systems with third-party vendors and payroll/HRIS required; Strong analytical and numerical ability required; Proven working knowledge of ERISA, DOL, IRS regulations required; Hands-on knowledge of Excel required; PeopleSoft Query reporting preferred) plus maybe performance traits and management accountabilities and physical requirements could also go under Skills? But we could also put them under Requirements? However, we already used Requirements? Not yet. We haven't used Requirements heading. We could use Requirements for experience and maybe physical requirements? But we already put experience under Qualifications. Might be better to use Requirements for experience and physical requirements, Qualifications for education, Skills for technical skills etc. But we need to avoid thin sections. Let's see what content we have for each heading: About the role: we have intro. Responsibilities: we have big list. Requirements: we could put "Minimum of five years of previous benefits/retirement management experience required; Prior experience working in a professional services setting preferred; May require occasional lifting of up to 20 lbs.; May require travel to other offices as needed." That seems like requirements. Qualifications: "Bachelor’s degree in a related field required; Advanced degree preferred." Skills: technical skills list plus performance traits etc. Benefits: we have benefits statement at end: "We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth." That's benefits. Pay: we have pay range: "Posted Pay Range The typical pay scale for this position is between USD $176,000.00/Yr. and USD $234,000.00/Yr., although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those