• Serves as a subject matter expert in retirement plan administration & compliance, providing specialized guidance and support to the firm’s sales and service consultants. • Responsible for consulting support on ERISA (and non-ERISA, when applicable) compliance, complex plan design, M&A transactions, amendments and restatements, 5500 reporting and varying other support for complicated plan structuring and client transactions. • Serve as a consultative resource to support MMA Retirement colleagues with plan compliance matters for both ERISA and Non-ERISA plans, collaborating with legal and compliance teams via a help-desk service model. • Provide technical expertise and support to sales and service representatives regarding plan design, compliance, and due diligence for private equity and M&A transactions involving institutional clients. • Develop and deliver webinars on retirement plan compliance topics for both internal colleagues and external plan sponsors. • Develop training materials for the professional development of field colleagues as it relates to qualified plan administration, compliance, and other relevant topics. • Draft external communication resources (e.g. thought leadership) for field use with clients and prospects on relevant topics. • Sales/Growth and project support related to the Retirement Plan Administration Consulting Center of Excellence. • Stay abreast of current market conditions, business and retirement plan industry trends, and legislative and regulatory changes to facilitate discussions with colleagues.