Benefits Supervisor - Retirement Plans
Core
Oversees the annual schedule, vendor commitments, and delivery of assigned retirement programs across the Americas, coordinating compliance activities, audits, and escalated participant issues.
Role type
Senior IC benefits supervisor (retirement plans)
Builds
Integrated work plans, compliance calendars, vendor service reports, and committee materials for retirement programs
Domain
Financial services / Retirement benefits / Compliance
Required skills
Retirement-plan expertise, ERISA knowledge, vendor oversight, audit coordination, data reconciliation, regulatory compliance, project planning, stakeholder partnership
Preferred skills
GBA/CEBS certification, experience with defined contribution/cash balance plans, Canadian RRSP programs, M&A integration support
Technologies
Form 5500, nondiscrimination testing tools, plan administration systems
Responsibilities
Maintain integrated work plans and milestones for assigned retirement programs; coordinate annual Form 5500 filings and nondiscrimination testing; lead routine operating reviews with recordkeepers and resolve escalated participant matters; support retirement committee logistics and governance; analyze participation and cost data to identify improvement opportunities
Seniority
Senior, hands-on IC
