Retirement Analyst – Retirement Consultant

Job Description:

• responsible for assisting caregivers, participants & retirees with processing retirement related transactions
• Provides support & direction to leadership, participants and retirees in key functional areas including the pension plans, retiree welfare benefits, and 401k, 403b, 457 plans.
• Acts as a subject matter expert and resource to others in Retirement benefits including the defined benefit plans (including pension administration & benefit payments), the retiree welfare benefits plan (retiree medical, dental, life, & legal insurances), and the defined contribution plans (payroll contributions, match, 2% contributions, maximizing contributions and plan administration.
• Acts the liaison with Payroll, Benefits, HRIS, Finance, Operations, external plan trustees, external auditors, and third-party administrators for the defined benefit and contribution plans.
• Reviews, authorizes, and approves transactions, processes, reconciliations, and controls completed by other members of the team and provides backup support for team members and their functions, including plans administration, in-house recordkeeping, operations, and trust relations.
• Performs retirement operational duties including calculating benefits, setting up and managing benefit payments, troubleshooting issues, evaluating benefit eligibility, performing plan calculations, researching, and responding to cases and escalations, and participant distributions.
• Interprets plan provisions, policies, procedures, and applicable laws as required.

• Bachelor's degree, preferably in Business, Finance, Accounting, Economics or other related field
• Experience working with Retirement Plans Administration or employee benefit related area.
• Experience working with regulations that impact retirement benefits plan administration.
• Superior computer skills including working knowledge of worksheets and word processing
• Detail-oriented with strong organizational skills
• Strong problem-solving skills

• generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged