Associate, Compliance at The Segal Company (Eastern States), Inc. in Washington, Washington DC

Job Description:

For nearly 80 years, Segal has been providing employee benefits, retirement plan investment advisory and human resources consulting for multiemployer trust funds, corporations and public sector organizations. Segal is an independent, privately and employee-owned firm. Our independence allows us to provide unbiased consulting services for our clients. Headquartered in New York City, Segal has offices throughout the United States and in Canada. We are a smaller organization that provides a more intense and broader exposure for development purposes within a culture that is highly collegial and team-oriented. You will work with colleagues who are smart, professional, talented and...nice people. We offer a competitive pay and benefits package that includes a defined benefit and matching 401(k) retirement plans.

The Opportunity: The Associate will work in both the technical and operational sides of compliance-related issues. S/he will have the opportunity to work across a broad spectrum of clients across the markets. The Associate will interact with attorneys, Fund Office professionals, clients and Segal staff, while producing a full array of deliverables related to compliance.

The Role:  Responsibilities may include:

• Draft compliance related information for participant explanatory material such as summary plan descriptions, announcement letters, summary of material modifications, summary of benefits and coverage documents, etc.


• Draft and review plan documents, amendments, forms, required compliance notices and operational procedures for compliance, etc.


• Conduct research and manage requests and questions from Segal practitioners and benefit consultants.


• Serve as a ‘generalist’ supporting Health and Retirement benefit related issues.


• Interface with other Segal associates as well as benefit consultants and clients on relevant compliance topics.


• Project management and tracking of compliance projects as needed.


• May attend client meetings to make technical compliance-related presentations or other relevant tasks as requested


• Make in-house and external presentations on new developments in legislation and regulation or other technical compliance issues as needed.

• Bachelor’s degree in related field is required;


• Prior related work experience related to employee benefits plans preferred;


• Knowledge of ERISA and related legislation and regulations beneficial;


• Understanding of benefit plans, PPACA and COBRA helpful.


• Critical skills include excellent communications skills (verbal/written); ability to perform research quickly and effectively, involving federal and state legal issues; ability to work independently but also be able to collaborate effectively with others; being action-oriented and detailed; have the ability to thrive in fast-paced environment with multiple conflicting deadlines tactfully; and proficiency in project management.

Diversity, Equity & Inclusion at Segal:

We recognize that individuals bring a broad range of experience and abilities that go beyond the technical requirements of a job. If your experience and qualifications are close to what you see described here, we encourage you to apply. Diversity of employment, skills, and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans, and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.

About Segal and its Total Rewards Program:

Segal is a privately owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

Segal’s total rewards are part of what makes Segal a special place to work. The current salary range for this position is $58,000 to $80,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k) profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.

Please Apply:

Segal is the right size, the right organization and…the right move for you!  Please apply now.