Retirement Consultant

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

📋 Description

• Analyze plan data and report on the effectiveness and utilization of plans.

• Conduct audits and reconcile data to ensure data integrity.

• Assist the Retirement Analyst with administrative tasks related to US and Canada plans.

• Execute complex calculations and modeling.

• Gather and consolidate data to aid actuarial work, bargaining, and M&A activities.

• Address inquiries from employees and business partners.

• Collaborate with plan recordkeepers, actuaries, and finance partners to report on plan data and its financial implications.

• Manage special retirement projects, including pension lump sum windows, pension risk transfers, M&A activities, 401(k) plan terminations, RFPs, and vendor onboarding.

• Supervise relationships with Canadian partners and ensure the accuracy of systems and processes.

• Partner with technical teams such as HRIS, Reporting, and Payroll to model and implement compliance or process improvement changes.

• Execute US compliance activities, including filings, preparation/review of financial statements, and compilation of corrections.

• Lead process improvement projects and present outcomes to various levels of leadership.

• Report to the Senior Manager of Global Retirement.

⛳️ Requirements

• Bachelor's degree or equivalent experience required.

• Over 5 years of experience working with retirement plans, demonstrating proficiency in data analytics.

• Familiarity with retirement plan compliance activities.

• Proven experience in leading project initiatives, including integrations and vendor implementations.

• Proficiency with SAP, SuccessFactors, and other vendor systems.

• Bachelor's degree in business, Accounting, Finance, or a related analytical field is preferred.

• Experience with Canadian and/or Global retirement plans is preferred.

• CEBS or ASPPA designation is preferred.

🏝️ Benefits

• Comprehensive medical benefits that include medical, dental, vision, prescription coverage, and Health Savings Account (HSA) with employer contribution options.

• Wellness Programs, featuring an Employee Assistance Program for employees and their household members.

• 401(k) plan with Company Match Contributions.

• Paid Vacations and Company Holidays.

• Flexible Work Arrangements.

• Educational Reimbursement and Comprehensive Career Programs.

• Global Recognition and Service Programs.

• Employee Referral Program.