Manager Retirement Administration

Responsibilities

• Strategic design related to the health system's retirement plans, all financial wellness programs, and scoping of possible employee recognition and appreciation program.
• Leading a small team dedicated to financial wellness and retirement administrative duties.
• Ledesigning and implementing financial wellness and retirement education and engagement calendar of activities.
• Managing quarterly retirement plan administrative and plan performance reviews with all stakeholder parties.
• Developing and implementing annual financial wellness and retirement education and engagement calendar of activities to maintain and enhance participant engagement and expand availability of retirement information and education to employees.
• Making recommendations to improve competitive position and/or legal compliance, including acting as an internal consultant and expert for retirement benefits and fiduciary responsibility best practices and market competitiveness.
• Ensuring accurate eligibility and enrollment of all eligible participants and ensuring both the employee and the employer contribution levels are accurate based upon years of service.
• Maintaining external and internal partnerships with key contacts and vendor partnerships.

Skills and Duties

• Expertise with standard concepts, practices, and procedures related to defined contribution plan administration, management and governance.
• Strong excel skills to write and create reports, analyze reports, manipulate data, prepare contribution files, audit to ensure accuracy of contribution files.
• Strong financial acumen, aptitude for data and numbers, and extremely organized and detail oriented.
• Excellent computer skills, expert level user with Microsoft Office.
• Proficient user of retirement program software and other types of benefit management systems, and various types of data base management systems.
• Excellent written and verbal skills, strong analytical and interpretive skills; Outstanding interpersonal skills with an ability to work within a team environment and receive high customer satisfaction ratings.
• Ability to handle work-related stress and thrive in a fast-paced environment.
• Ability to handle multiple priorities simultaneously.

Required Education And Experience

• Bachelor's Degree in related field of study from an accredited college or university.
• 5 or more years of experience with direct responsibility for the administration of retirement plans.
• Experience and understanding of Third-Party Administrator, Plan Sponsor, broker, investment, fiduciary and participant roles and responsibilities in qualified plans.
• Experience and understanding of eligibility, enrollment, contribution, match, forfeitures, testing, correction and plan documents.