Benefits Manager, Retirement Programs (Hybrid) NYC, Long Island, NY & Newark, NJ

Broadridge•Edgewood, NY

10d•Hybrid

About The Position

Broadridge is seeking an experienced, strategic Benefits Manager with broad-based U.S. employee benefits expertise to support the design, administration, compliance, and continuous improvement of its benefits programs. The position primarily focuses on retirement programs, with potential responsibility for other benefits programs or backup coverage as business needs require. The role manages day-to-day retirement plan administration and helps ensure programs are competitive, compliant, cost-effective, and aligned with employee needs and business objectives. The position serves as an internal subject matter expert and works with Human Resources, Finance, Legal, Payroll, HRIS, external vendors, consultants, and auditors. A broad benefits background spanning areas such as health and welfare, retirement, leave of absence, financial protection, voluntary benefits, and wellbeing is important for the role’s flexibility. The Benefits Manager oversees retirement plan administration and compliance, including plan operations, required documentation and filings, testing, audits, risk remediation, and committee governance. The role also manages vendor relationships, supports plan strategy and design, and develops retirement education and communications. In partnership with the Benefit Operations Manager and other stakeholders, the position monitors processes and data integrity, maintains internal controls, supports audits, and prepares analysis for leadership and committee decisions. The position reports to the VP, US Benefits. The role is hybrid and listed for NYC, Long Island, NY, and Newark, NJ. The stated annual salary range is $120,000–$140,000, and the position is bonus eligible.

Requirements

Broad-based background in U.S. employee benefits.
Experience supporting retirement programs and day-to-day retirement plan administration.
Working knowledge of benefits areas beyond retirement, such as health and welfare, leave of absence, financial protection benefits, voluntary benefits, and wellbeing.
Knowledge of ERISA, the Internal Revenue Code, and applicable IRS and DOL regulations.
Ability to work with internal teams, vendors, consultants, legal counsel, and auditors on benefits administration and compliance.
Ability to manage escalated benefits issues with professionalism, confidentiality, and a high level of customer service.

Responsibilities

Manage the administration of U.S. retirement programs and support broader benefits initiatives as needed.
Serve as a subject matter expert on retirement policies, programs, processes, and employee inquiries, while maintaining working knowledge of the broader benefits portfolio.
Handle escalated benefits issues with customer service, professionalism, and confidentiality.
Ensure plan operations comply with plan documents, summary plan descriptions, internal policies, and applicable legal and regulatory requirements.
Coordinate with internal stakeholders and third-party vendors to administer eligibility, enrollment, contributions, distributions, and other retirement plan transactions accurately and on time.
Collaborate with HRIS, Payroll, and other teams on system configurations, file feeds, integrations, reconciliations, and process improvements.
Support retirement communications and education initiatives and contribute to broader benefits activities, including open enrollment, as needed.
Recommend and implement process improvements to increase efficiency, compliance, and employee satisfaction.
Manage retirement plan compliance activities under ERISA, the Internal Revenue Code, and applicable IRS and DOL regulations.
Assist with plan documentation, summary plan descriptions, amendments, participant notices, reporting, and other required materials.
Coordinate annual retirement plan compliance and nondiscrimination testing, Form 5500 filings, and plan audits, as applicable.
Identify operational or compliance risks and lead corrective actions, coordinating with Legal, consultants, and vendors on IRS or DOL correction programs when needed.
Support retirement committee governance by preparing meeting materials, documenting actions, tracking decisions, and following up on action items.
Assist fiduciary committees and senior leadership with plan oversight, vendor management, fees, and participant outcomes.
Manage relationships with retirement plan recordkeepers, third-party administrators, actuaries, consultants, legal counsel, and other benefits service providers.
Monitor vendor performance against service-level expectations and contractual obligations.
Support RFPs, contract negotiations, fee assessments, and implementation of service model enhancements.
Analyze participation, employee engagement, program effectiveness, market competitiveness, participant outcomes, and cost trends to support retirement program strategy.
Recommend and implement plan design enhancements aligned with company objectives, participant needs, market practices, and regulatory developments.
Evaluate legislative and regulatory changes and recommend updates to plan design, administration, communications, and operations.
Contribute to broader benefits strategy and cross-functional projects as needed.
Partner with vendors and internal stakeholders on retirement education and communications that improve employee understanding, participation, and engagement.
Draft and review employee-facing materials for accuracy, clarity, and effectiveness, and connect retirement education with broader benefits and financial wellbeing communications.
Partner with the Benefit Operations Manager to monitor and audit retirement processes, data integrity, eligibility files, payroll contributions, and vendor performance; identify and resolve issues.
Maintain internal controls over plan administration, payroll interfaces, reconciliations, and financial reporting.
Coordinate and support internal and external retirement plan audits, including documentation, issue resolution, and follow-up.
Prepare reporting and analysis to support leadership decisions, committee oversight, and ongoing program improvement.