Principal Associate, Plan Management and Governance Compliance
Core
Manage compliance, governance, and regulatory filings for US Health and Welfare benefit plans, ensuring adherence to laws like ERISA and HIPAA while monitoring emerging legislation.
Role type
Senior individual contributor (Principal Associate) in benefits governance and compliance
Builds
Compliance-ready plan documentation, audit responses, and regulatory filings for US H&W plans
Domain
US Employee Benefits / Health & Welfare / Regulatory Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
ERISA, HIPAA, MHPAEA, CAA, and state mandate knowledge; Form 5500/SAR/Section 125/105(h) testing expertise; vendor audit and SOC-1 review; incident and issue risk management; plan documentation (SPD, SMM, SBC) writing; legislative impact assessment
Preferred skills
MBA or Master's Degree; CEBS or CBP certification; 4+ years experience in large organizations (10k+ employees); 5+ years in benefits governance; statistical analysis
Technologies
Salesforce
Responsibilities
Prepare and submit state/federal filings (Form 5500, SAR); oversee nondiscrimination testing (Section 125, 105(h)); audit TPAs and carriers for SLA/PG adherence; manage HIPAA compliance, BAAs, and breach response; serve as SME for Gen AI vendor reviews; lead incident and issue risk management processes; partner with HR Risk on internal/external audits; monitor emerging legislation and propose plan changes
Seniority
Senior, hands-on IC with strategic oversight