Retirement Plans Specialist
Listed on 2026-01-09
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Finance & Banking
Regulatory Compliance Specialist
We’re seeking a seasoned Retirement Plans Specialist to join our team and play a key role in shaping the future of our retirement benefits strategy.
This position supports the administration of complex retirement plans, ensures compliance with federal and state regulations, and provides strategic guidance to employees navigating their retirement options. Your work will directly impact our ability to recruit, retain, and empower top talent—making a meaningful contribution to the organization’s long‑term success.
If you bring advanced analytical skills and a deep understanding of retirement plan administration, this is your opportunity to make a lasting difference in the lives of employees and the strength of the enterprise.
Certified Retirement Plan Specialist (CRPS), PHR, or SPHR certifications preferred.
Job Responsibilities:Plan Administration & Compliance
- Administer and oversee retirement plans including 401(k), and non‑qualified deferred compensation plans.
- Ensure plans comply with ERISA, IRS, and other regulatory requirements.
- Conduct audits and prepare compliance reports.
- Investigate and resolve any weekly file feed issues or bi‑weekly payroll issues that may arise.
- Analyze retirement plan performance, fees, and investment options.
- Conduct cost‑benefit analyses for proposed plan changes.
- Recommend enhancements to improve plan efficiency and participant outcomes.
- Serve as the primary contact for internal retirement plans inquiries.
- Educate employees on retirement options, and other Financial Wellness tools to support their overall financial health.
- Collaborate and partner closely with internal and external stakeholders (e.g., HR, payroll, external vendors, etc.).
- Prepare and deliver reports to management and reconcile retirement plan related invoices and documentation.
Education:
- Bachelor’s degree in Business Administration, Human Resources, Accounting, or related field or equivalent business experience.
- 5 years - Experience in retirement plans administration, and HR.
- Experience with retirement plan software and compliance tools.
- Experience working with Fidelity as a record keeper in the past is a plus.
- Familiar with Workday benefits and payroll system is a plus.
Certifications:
- Certified Retirement Plan Specialist (CRPS), PHR, or SPHR preferred.
- Familiar with retirement plan software and payroll systems.
- Strong understanding of ERISA, IRS guidelines, and investment principles.
- Ability to interpret financial data.
- Ability to build trust and rapport with employees, leadership, and outside vendors.
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Worker Type:Employee
Company:BCBST Blue Cross Blue Shield of Tennessee, Inc.
Applying for this job indicates your acknowledgement and understanding of the following statements:BCBST will recruit, hire, train and promote individuals in all job classifications without regard to race, religion, color, age, sex, national origin, citizenship, pregnancy, veteran status, sexual orientation, physical or mental disability, gender identity, or any other characteristic protected by applicable law.
Further information regarding BCBST's EEO Policies/Notices may be found by reviewing the following page:
BCBST's EEO Policies/Notices ()
Blue Cross Blue Shield of Tennessee is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at Blue Cross Blue Shield of Tennessee via-email, the Internet or any other method without a valid, written Direct Placement Agreement in place for this position from Blue Cross Blue Shield of Tennessee HR/Talent Acquisition will not be considered.No fee will be paid in the event the applicant is hired by Blue Cross Blue Shield of Tennessee as a result of the referral or through other means.
As Tennessee's largest health benefit plan company, we've been helping Tennesseans find their own unique paths to good health since 1945. More than that, we're your neighbors and friends – fellow Tennesseans with deep roots of caring tradition, a focused approach to physical, financial and community good health…
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