Retirement Benefits Manager - AZ - On Site
Core
Manage a team of Retirement Benefits Specialists and provide leadership for administrative support to 401(k) Multiple Employer Plans (MEP), Pooled Employer Plans (PEP), and client-sponsored plans.
Role type
Senior IC retirement benefits manager
Builds
401(k) MEP/PEP operations and client-sponsored plan administration
Domain
HR technology and services / Retirement benefits
Required skills
ERISA compliance, team supervision, plan document review, Form 5500 filing coordination, process improvement, vendor management, data entry, regulatory reporting
Preferred skills
Third-Party Administration (TPA) experience, Multiple Employer Plan (MEP) or Pooled Employer Plan (PEP) experience, Retirement-related credentials (QKA, RPA, ASPPA, CEBS), Professional Employer Organization (PEO) experience
Technologies
Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint)
Responsibilities
Provide direct supervision and coaching to Retirement Benefits Specialists; oversee team administration of retirement plans ensuring adherence to ERISA and internal controls; serve as escalation point for complex plan questions; coordinate with vendors, auditors, and internal stakeholders; lead and support the merger of acquired company MEPs/PEPs; support annual 401(k) plan audits and Form 5500 filings.
Seniority
Senior, hands-on IC with leadership responsibilities