Manager – Retirement Benefits

MANAGER, RETIREMENT BENEFITS

Copeland is looking for a Manager of Retirement Benefits to join our global benefits COE team! This role will lead the design, implementation, and administration of retirement programs across our organization. You will report directly to the Director of Global Benefits and play a critical role in ensuring that our employees have robust, well-managed retirement plans that align with company goals and employee needs!

KEY RESPONSIBILITIES:

• Lead Retirement Benefits area: Own the design and execution of retirement benefit programs, including 401(k), pension plans, and other related retirement offerings, ensuring they meet employee needs and regulatory requirements.

• Vendor Relationship Management: Oversee and manage relationships with plan vendors, such as investment advisors and administrators, including sourcing, selection, and ongoing management of vendor partnerships.

• Retirement Investment Committee Support: Serve as the primary liaison for the Retirement Investment Committee, facilitating fiduciary reviews and supporting investment decisions for our retirement programs.

• Consult with Regional Total Rewards (TR) on Plan Design: Advise Regional TR Leaders on the local design and execution of retirement plans, ensuring alignment with broader company goals and employee needs.

• Analyze Program Effectiveness: Continuously analyze industry trends, utilization rates, portfolio performance, and employee feedback to recommend improvements or adjustments to existing retirement programs.

• Enhance Employee Communication & Engagement: Lead initiatives to effectively communicate retirement benefits to employees, ensuring clear understanding and engagement with available retirement resources and tools.

• Financial Wellness Leadership: Spearhead the financial wellness pillar within the global wellbeing strategy, providing employees with the tools and knowledge to drive healthy financial decisions.

• Regulatory Compliance & Reporting: Ensure compliance with retirement-related regulations, including ERISA, IRS, and international rules. Oversee the timely and accurate submission of regulatory reports such as Form 5500 and support annual audits.

• Drive Retirement Program Improvements: Lead continuous enhancements to the retirement programs, ensuring alignment with the latest market trends, employee feedback, and regulatory updates.

• Support additional benefits programs as assigned.

LOCATION:

While St. Louis HQ is the preferred location, we offer hybrid/remote work options for candidates who are willing to travel regularly to St. Louis and/or other company locations.

REQUIRED EDUCATION, EXPERIENCE & SKILLS:

• Retirement Benefits Experience: Proven expertise in managing end-to-end Defined Contribution and Defined Benefit retirement plans, particularly in the U.S.

• Global Retirement Benefits Knowledge: Understanding of retirement benefits regulations across various countries.

• Vendor Management: Experience managing relationships with retirement plan vendors, including investment advisors, administrators, and consultants.

• Analytical Expertise: Ability to analyze retirement plan performance, market trends, and employee engagement metrics to inform strategic decisions.

• Compliance Knowledge: In-depth knowledge of ERISA, IRS regulations, and international retirement compliance standards.

• Communication Skills: Strong verbal and written communication skills with the ability to convey complex retirement plan concepts clearly to employees at all levels.

• Project Management: Ability to manage multiple initiatives and projects simultaneously in a fast-paced, matrixed environment.

• Technical Proficiency: Skilled in using Microsoft Office Suite and related tools for reporting and analysis.

• Legal Authorization: Authorization to work in the U.S. is required; sponsorship will not be provided for this role.

PREFERRED EDUCATION, EXPERIENCE & SKILLS:

• 7+ years of Retirement Benefits Experience: Extensive experience in managing and optimizing retirement programs within a large organization.

• Prior experience managing retirement programs in a global company, or a background in benefits/retirement consulting.

• Familiarity with Vanguard, Northern Trust, Relius, and My PAA platforms to manage US retirement benefits.

• Educational Background: Finance, Economics, Business Administration or a related field.

• Certifications: Certified Retirement Plan Professional (CRPP), Retirement Income Certified Professional (RICP), Qualified Pension Administrator (QPA), Retirement Management Advisor (RMA), Qualified 401(k) Administrator (QKA) and Certified Plan Fiduciary Advisor (CPFA) are a plus.

Our compensation philosophy is simple: we pay a competitive base salary, within the local market in which we operate, and reward performance during our annual merit review process.  The salary/pay range for this role is $95,000 - $171,000 USD annually, commensurate with the skills, talent, capabilities, and experience each candidate brings to a role.