Retirement Benefits Manager

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Oversee the daily operations of Jefferson's retirement plans.

• Provide mentorship, coaching, training, support, and guidance to members of the retirement team.

• Set team expectations and objectives while addressing escalated benefit concerns.

• Ensure compliance and effectiveness of defined benefit, defined contribution, and 457(b) plans.

• Create communication strategies with internal and external partners to enhance employee experience.

• Act as a subject matter expert and primary contact for escalated inquiries regarding retirement benefits.

• Investigate and resolve issues related to retirement benefits in collaboration with internal and external partners.

• Interpret and communicate plan provisions through plan documents and summary plan descriptions.

• Manage retirement benefit vendors and outsourced benefit programs.

• Assist in the implementation and administration of new retirement benefit programs.

• Oversee ongoing retirement benefits operations and proactively resolve issues.

• Monitor national retirement program trends and ensure the accuracy of retirement benefits data in HRIS.

• Collaborate with payroll and Human Resources teams.

• Research retirement benefit issues, identify root causes, and propose solutions.

• Provide strategic leadership, knowledge sharing, and process documentation for the Retirement Team.

• Work alongside the AVP of Retirement on retirement strategy.

• Align retirement plans with the enterprise's strategic and business objectives.

• Identify opportunities for process improvements and program enhancements.

• Utilize technology to enhance efficiency, accuracy, and user experience.

⛳️ Requirements

• Bachelor’s Degree or equivalent work experience.

• 5 years of experience in Retirement Benefits Management and Administration.

• Proficiency in Microsoft Word.

• Familiarity with Microsoft Excel, including formulas and pivot tables.

• Strong analytical skills, critical thinking, and attention to detail.

• Experience with an enterprise human capital management system.

• Skilled in process management.

• Ability to actively listen, communicate clearly and empathetically, take responsibility, adapt, and maintain self-control under pressure.

• Working knowledge of relevant federal and state regulations, filing and compliance requirements affecting employee retirement benefits programs, including ERISA, Social Security, and DOL mandates.

• Ability to lift and carry up to 25 lbs; frequent sitting/standing and keyboard use required.

• Master’s Degree in human resources, business, or a related field is preferred.

• PHR, CP, or CEBS certifications are preferred.

🏝️ Benefits

• Monday–Friday work schedule.

• Day shift hours.

• Remote work opportunities available in Pennsylvania.

• Access to retirement benefits programs.

• Equal employment opportunity protections.