Retirement Benefits Manager

Seeking highly experienced and results-driven Retirement Benefits manager to develop and lead a team focused on delivering exceptional customer service through operational excellence.  The ideal candidate is a strategic thinker with strong background in retirement plan compliance, project management, and proven leadership skills.  Key responsibilities will include modernizing/transforming retirement processes, fostering a high-performing team culture, and driving continuous improvement to achieve the organization’s objectives.

• Assess business challenges and opportunities related to retirement programs and employee experience and pioneer solutions to improve outcomes and enhance overall experience.
• Foster individual development through continuous learning, providing opportunities for team members to acquire new skills, and providing timely coaching and feedback.
• Maintain strategic partnerships with vendors to ensure delivery of services that meet or exceed the established service level agreements/standards.
• Manage activities and projects to ensure efficient day-to-day operations (standard deliverables, ad hoc reporting, invoices, department budgets) and enable the Director to make informed, strategic decisions that drive business outcomes.
• Manage internal and external audits of retirement programs, both qualified and non-qualified plans, to maintain compliance with regulations and plan documents.
• In collaboration with ERISA counsel, maintain summary plan descriptions and plan documents to be compliance with applicable legislation such as Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) codes.
• Research, analyze and develop information to support corporate policies and initiatives in daily dealings with individuals, union organizations, and/or departments in the corporation. Collaborate effectively with vendors, ERISA counsel, payroll, and other departments as necessary to achieve the best resolution.
• Supply data and recommendations to support corporate decisions, complete regulatory filings, and resolve escalation.
• Utilize emerging technology (i.e. A.I. tools) to develop, enhance, and modernize communication materials including intranet webpages, internal and external communications, and benefit summaries to enhance employee education.
• Prepare and present information to business partners (internal and external) on retirement programs and related topics.
• Ensure that team members and vendors adhere to applicable internal policies and procedures and external laws and regulations.
• Maintain professional knowledge in area of expertise through conferences, professional publications and seminars.

QUALIFICATIONS

• Bachelor's Degree in Business Administration, Human Resource Management, Mathematics, Actuarial Science, Finance, or related area preferred.
• Experience working with Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (IRS) codes, legislation, and practices.
• Five (5) to ten (10) years of experience in Human Resources, benefits administration or related area including experience in a leadership role.  Minimum five (5) years of experience working with defined contribution and/or defined benefit plans.
• Excellent analytical, organizational, problem resolution, verbal and written communication skills.
• Ability to work effectively in a collaborative team environment is essential.
• Thorough knowledge of ERISA and other applicable laws.
• Proficient in Microsoft Office (Excel, Word, PowerPoint). 
• Other related skills and/or abilities may be required to perform this job.