Senior Retirement Benefits Consultant
Core
Lead operational oversight of large employer-sponsored retirement plans, ensuring compliance, testing, and timely execution of annual deliverables.
Role type
Senior IC retirement benefits consultant
Builds
Compliant retirement plan operations and governance processes
Domain
Human Resources / Retirement Benefits
Required skills
ERISA compliance, IRS regulations, nondiscrimination testing, coverage testing, regulatory filings, data integrity, vendor management, plan design, defined benefit operations, project management, advanced Excel
Preferred skills
Defined benefit plan initiatives, actuarial valuation support, pension risk transfer, Puerto Rico/Canadian plan requirements, CEBS/QKA/QPA/ERPA designations
Technologies
Microsoft Excel, large retirement recordkeeping platforms
Responsibilities
Oversee retirement plan compliance and testing (nondiscrimination, coverage, limits), monitor legislative/regulatory developments (SECURE 2.0), lead resolution of complex operational issues and plan corrections, oversee data integrity and operational controls, support Retirement/Investment Committee meetings, serve as primary relationship manager for recordkeepers and actuaries, evaluate benefits offerings and recommend enhancements, support defined benefit plan initiatives (actuarial valuations, funding reviews).
