Executive Benefits Specialist – Nonqualified Deferred Compensation (NQDC)
Are you looking to join an industry-leading team and deliver high-quality service in a client-focused environment? If so, consider our Executive Benefits Specialist role.
Aon is seeking a detail-oriented benefits or financial services professional to support the administration of nonqualified deferred compensation (NQDC) plans and related executive benefit programs. You will work with corporate plan sponsors, executive-level participants, recordkeeping and administrative systems, and internal partners to deliver accurate, timely, and high-touch service.
The strongest candidates will have direct NQDC experience or transferable experience in retirement plan administration, pension administration, executive compensation, stock plan administration, trust or recordkeeping operations, payroll administration, or another regulated financial-services environment involving participant accounts, plan provisions, transactions, and reconciliations.
This hybrid position offers flexibility to work both virtually and from our Atlanta, GA, Dallas, TX, or Radnor, PA offices. Although we would prefer candidates to work hybrid in one of above offices, we would be willing to consider a virtual work arrangement for a strong candidate.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like
- Administer recurring NQDC plan activities, including annual enrollment, deferral elections, company contributions, vesting, investment allocations, distributions, and participant data changes.
- Interpret plan provisions and established administrative procedures to respond to plan sponsor and participant questions accurately.
- Coordinate data and transaction activity with clients, payroll teams, recordkeepers, trustees, carriers, and internal partners.
- Reconcile participant and plan-level data, investigate discrepancies, document findings, and drive issues to resolution.
- Prepare client reports, participant communications, enrollment materials, transaction files, and administrative calendars.
- Maintain accurate plan documentation, participant records, procedures, and audit support materials.
- Use Excel and database tools to validate data, analyze activity, and support recurring and ad hoc reporting.
- Manage multiple client deliverables and deadlines while maintaining strong quality controls and confidentiality.
- Identify process improvements that strengthen accuracy, efficiency, consistency, and the client and participant experience.
- Build knowledge of NQDC plan mechanics, Internal Revenue Code Section 409A, corporate-owned life insurance (COLI), and related executive benefit arrangements.
How this opportunity is different
Aon’s Executive Benefits team specializes in programs designed for executives and other select employees. This role offers exposure to the administration, participant experience, financial data, and operational controls associated with nonqualified deferred compensation and related executive benefit programs. It is a focused opportunity for someone who wants to build deeper expertise in the retirement and executive compensation space rather than broad-based health and welfare benefits.
Skills and experience that will lead to success
- 2-5 years of experience in at least one of the following areas:
- Nonqualified deferred compensation or executive benefit plan administration;
- Qualified retirement or pension plan administration, recordkeeping, or participant services;
- Executive compensation, equity or stock plan administration;
- Trust, custody, payroll, accounting, or financial-services operations involving participant accounts, transactions, reconciliations, and plan or contract provisions.
- Demonstrated ability to work with detailed plan, financial, payroll, or participant data and reconcile discrepancies.
- Intermediate Excel capability, including formulas, lookups, filters, sorting, conditional logic, and data validation, or the ability to demonstrate comparable analytical skills.
- Ability to read and apply plan provisions, procedures, or other technical documentation.
- Strong client service, written communication, problem-solving, organization, and follow-through.
- Ability to manage multiple deadlines and deliver accurate work in a controlled environment.
Preferred skills and experience:
- Direct experience administering NQDC plans, 409A plans, SERPs, excess or restoration plans, or executive retirement arrangements.
- Experience with annual enrollment, deferral elections, distributions, vesting, participant statements, payroll files, or plan-level reconciliation.
- Familiarity with Section 409A, COLI, rabbi trusts, nonqualified plan recordkeeping, or executive benefit funding concepts.
- Experience supporting corporate clients or executive-level participants in a consultative service environment.
Education
- Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
Pay Transparency
The salary range for this position (intended for U.S. applicants) is $50,000 – $85,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
How we support our colleagues
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.