Manager, Retirement Plans

ATI · Dallas, TX · 6 days ago

AdministrativeFull-time

Serve as the organization’s subject-matter expert on retirement plan design, governance, and regulatory strategy across all qualified and non-qualified plans.
Provide recommendations to executive leadership, internal committees, and legal counsel on plan design changes, risk mitigation, and long-term sustainability.
Interpret complex plan documents and ensure alignment between plan provisions, collective bargaining agreements, payroll systems, and vendor platforms.
Oversee fiduciary responsibilities, ensuring adherence to ERISA, IRS, and DOL requirements and maintaining a strong internal control environment.

Administer and support the strategic direction of two 401(k) plans (one with extensive union-negotiated contribution structures).
Drive operational excellence across plan processes, participant experience, and vendor performance.
Evaluate plan effectiveness and recommend enhancements to improve outcomes, reduce risk, and optimize cost.

Oversee the defined benefit pension plan (which consists of a base plan and multiple legacy and union-negotiated component parts), including actuarial coordination, compliance, and claims.
Partner with actuaries and legal counsel to ensure accurate valuations, regulatory filings, and plan governance.

Lead the annual Form 5500 filing process for all retirement plans, coordinating with recordkeepers, consultants, auditors, internal stakeholders and legal counsel.
Ensure timely implementation of annual IRS limits and regulatory updates, providing strategic guidance to payroll and HRIS teams.
Maintain comprehensive compliance documentation and support internal and external audits.

Provide senior-level oversight of non-qualified deferred compensation plans, ensuring compliance with Internal Revenue Code Section 409A and alignment with executive compensation strategy.
Cook with Finance, Payroll, and external vendors to ensure accurate administration and reporting.

Act as the liaison to recordkeepers, actuaries, consultants, and legal advisors.
Lead vendor governance, including performance management, issue escalation, contract evaluation, and strategic planning.
Drive continuous improvement initiatives and ensure vendors deliver high-quality service aligned with organizational goals.

Maintain oversight of the retiree health program, ensuring accurate administration and a positive retiree experience.
Partner with vendors and internal stakeholders to address emerging issues and evaluate program sustainability.

Serve as the organization’s resource for employees, retirees, and surviving spouses on complex retirement plan matters.
Provide clear, authoritative guidance on plan rules, benefit calculations, and regulatory considerations.
Oversee communication strategy relating to plans.
Cook with recordkeepers and consultants about possible improvements to plans to stay competitive with peer companies.

Cook with payroll and HRIS teams on the implementation of retirement plan rules, annual limit changes, and system configurations within ADP EV6.
Provide input on system design to ensure accurate and compliant plan administration.

Bachelor’s degree in Human Resources, Finance, Business Administration, or related field; advanced degree preferred.
7+ years of progressive experience in retirement plan governance, pension administration, or benefits strategy.
Deep expertise in ERISA, IRS, and DOL regulations.
Experience managing complex, union-influenced plan structures.
Strong vendor management and contract oversight experience.
Professional Human Resources Certification (i.e. CHRM/PHR) and/or Benefit Professional (CEBS).
Experience in manufacturing industry and/or working with unions.

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