Director, Benefits – Retirement

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Lead the implementation of the defined benefits and retirement strategy and roadmap.

• Convert strategic priorities into annual initiatives, execution plans, and measurable outcomes.

• Offer subject matter expertise, analysis, and recommendations regarding program design, trends, employee needs, financial considerations, regulations, risks, and opportunities.

• Assess program effectiveness and competitiveness, providing recommendations for enhancements.

• Oversee the administration and ongoing management of health, welfare, and retirement programs.

• Direct annual enrollment, plan modifications, implementations, vendor transitions, employee communications, and regulatory activities.

• Supervise benefits-related policies and paid-time-off programs.

• Provide business leadership for Workday Benefits and Retirement administration.

• Collaborate with HR Systems, Payroll, and vendors on configuration, process enhancements, data integrity, reporting, integrations, testing, and system improvements.

• Analyze claims experience, utilization, participation, cost trends, funding needs, and contributions.

• Collaborate with Finance, consultants, actuaries, and stakeholders on budgeting, forecasting, funding, contribution modeling, and program modifications.

• Ensure adherence to federal and state regulations and lead necessary regulatory updates.

• Establish and monitor program metrics, risks, trends, and improvement opportunities.

• Oversee vendors, consultants, recordkeepers, administrators, contracts, renewals, implementations, and issue resolution.

• Collaborate across Total Rewards, HR, Finance, Legal, Payroll, HR Systems, Communications, and other functions.

• Convey complex program, financial, and regulatory information to leaders and stakeholders.

• Lead and manage a team of up to six employees, including setting priorities, performance management, coaching, development, task allocation, cross-training, and continuity.

⛳️ Requirements

• Bachelor’s degree in Human Resources, Business Administration, Finance, Accounting, Employee Benefits, or a related field is required.

• Over 10 years of progressively responsible experience managing health, welfare, and retirement programs in a large, complex organization.

• Experience with self-insured medical plans, encompassing claims, utilization, plan costs, funding, and employer and employee contribution methodologies.

• Familiarity with 401(k) and defined benefit pension plans.

• Proven ability to interpret and apply ERISA and other federal and state benefits regulations.

• Experience in managing benefits and retirement vendors, consultants, recordkeepers, and service providers.

• Demonstrated experience leading complex benefits and retirement initiatives, implementations, plan modifications, and vendor transitions.

• At least 5 years of progressive leadership or management experience.

• Proficiency in utilizing Workday Benefits and related HR technology platforms.

• Advanced understanding of health and welfare plan design, administration, funding, and financial management.

• In-depth knowledge of retirement programs, ERISA, ACA, COBRA, HIPAA, and Internal Revenue Code requirements.

• Familiarity with benefits and retirement financial analysis, governance, administration, vendor management, and compliance.

• Working knowledge of Workday Benefits functionality, business processes, integrations, reporting, and administration.

• Preferred: Master’s degree, experience with large geographically dispersed or multi-state employee populations, deferred compensation experience, and benefits/retirement/HR professional certification.

🏝️ Benefits

• Annual bonus potential based on performance.

• Medical plans with a variety of coverage options, including HSA eligibility.

• Prescription drug coverage.

• Dental and vision benefits.

• Employee Assistance Program.

• Company-paid basic life insurance.

• Optional supplemental life insurance and dependent coverage.

• Short-term and long-term disability coverage.

• Critical illness, accident, and pet insurance options.

• 401(k) plan with a 50% company match on employee contributions up to 6% of pay.

• Additional company contribution of 4% of pay each payday into 401(k); fully vested after three years.

• Health Savings Account and Flexible Spending Accounts.

• Paid Time Off, increasing with tenure.

• 10 company-paid holidays each year for full-time employees.

• 1 mental health day, 2 floating holidays, and 1 volunteer day.

• Paid parental, bereavement, jury duty, and military leave.

• Tuition assistance.

• Professional certification support with 100% reimbursement for eligible programs.

• Opportunities for career development and advancement.

• Complimentary AAA membership including roadside assistance and travel discounts.

• Adoption assistance program.

• Remote work from a home office for daily operations.