Retirement Benefits Specialist

Responsibilities

• Supports Investment Committee activities
• Conducts plan audits
• Manages year-end reconciliation and true-up processes
• Analyzes and interprets retirement benefit plan documents
• Evaluates plan design and structure
• Performs data analysis of plan experience, participant demographics, and financial performance
• Researches regulatory developments
• Supports the Investment Committee by preparing analyses, reports, and recommendations
• Analyzes investment performance data
• Coordinates with actuaries, plan administrators, legal counsel, auditors, and other professionals
• Maintains detailed knowledge of participant records and demographics
• Communicates plan analysis findings and recommendations
• Translates complex plan provisions into clear explanations

Requirements

• Bachelor's degree in Business Administration, Human Resources, Finance, Accounting, or related field
• At least two years of progressive experience with retirement plan analysis, plan administration, or related benefits functions
• Preferred professional certification (SHRM-CP, SHRM-SCP, CEBS, or similar)
• Experience with plan audits, reconciliation, and year-end close processes
• Experience in the energy industry

Qualifications

• Strong analytical and critical thinking skills
• Thorough understanding of retirement benefits laws, regulations, ERISA compliance, and IRC requirements
• Proficient in benefits calculations, data analysis, reconciliation, and financial modeling
• Advanced Excel skills and proficiency with Microsoft Office Suite
• Excellent organizational and communication skills
• Ability to work effectively with technical professionals