Benefits & Retirement Analyst (Hybrid)

Globe Life • McKinney, TX

21h • Hybrid

About The Position

Globe Life is seeking a Benefits & Retirement Analyst to join their team. This role is crucial in providing a seamless, employee-centered experience for the organization's benefits, retirement, wellness, and time-away-from-work programs. The position supports both daily administration and long-term strategic initiatives, ensuring programs are compliant, cost-effective, and aligned with organizational goals. The analyst is also responsible for managing weekly and monthly vendor billing for health and welfare plans, ensuring accuracy, transparency, and strong vendor relationships. This is a hybrid position located in McKinney, Texas, with remote work on Mondays and Fridays, and in-office work from Tuesdays to Thursdays.

Requirements

• Bachelor's degree in HR, Business, Finance, or a related field.
• 3–5 years of experience in benefits, retirement, or HR administration, including administering group health & welfare and retirement plans.
• Experience with HRIS and benefits administration systems, including Workday and Fidelity, with a background working with multiple vendors or multi-state populations.
• Strong understanding of benefits regulations and retirement plan compliance, including ERISA, IRS, DOL, and PBGC regulations, with a proven ability to interpret plan documents and resolve complex participant issues.
• Advanced analytical skills, high attention to detail, and proficiency with retirement systems, Microsoft Word, Excel, and PowerPoint.
• Excellent communication and presentation skills with the ability to educate employees, deliver exceptional customer service, and work effectively with cross-functional teams across HR, finance, and legal departments.
• Ability to work independently and collaboratively with demonstrated resourcefulness in problem-solving.
• Strong organization and time management skills with the ability to multitask, maintain confidentiality, and work with highly sensitive information in a fast-paced, time-sensitive environment.
• Reliable and predictable attendance of your assigned shift.
• Ability to work full time and/or part time based on the position specifications.

Nice To Haves

• Retirement Plans Associate (RPA), CEBS, CRSP, Certified Pension Consultant (CPC), or related certification.

Responsibilities

• Administer medical, dental, vision, life, disability, and supplemental benefit programs.
• Support the strategic approach to benefits by identifying trends, employee needs, and opportunities for improvement.
• Manage new hire enrollments, qualifying life events, and open enrollment activities.
• Maintain accurate benefits data within HRIS systems.
• Serve as a Tier 3 resource for employee questions, providing clear and timely guidance.
• Coordinate with vendors to resolve issues and enhance service delivery.
• Support administration of Globe Life and American Income Life 401(k) and pension plans in compliance with ERISA and plan documents.
• Periodically audit enrollments, contribution changes, loans, and pension-related transactions.
• Assist with annual audits, nondiscrimination testing, and regulatory filings, including annual ADP/ACP non-discrimination testing.
• Partner with plan advisors and recordkeepers to ensure accurate plan operations.
• Provide employees with education and resources to support financial well-being.
• Respond to requests from third-party providers and reconcile payroll contributions.
• Assist in maintaining employee databases and data integrity with third-party systems.
• Determine eligibility and contribution levels, complete and submit government forms, and prepare and distribute summary annual reports.
• Support regular inquiries, investigations, and correspondence with retirees, active, and terminated participants in all retirement plans.
• Maintain knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits.
• Support the strategic design and implementation of wellness initiatives that promote physical, mental, and financial health.
• Facilitate changes with the wellness vendor where applicable, including promotions and vendor integration files.
• Track participation and evaluate program effectiveness.
• Develop communications that encourage engagement and reinforce a culture of well-being.
• Administer time-away-from-work programs including FMLA, ADA, parental leave, short-term disability, long-term disability, and other leave policies.
• Partner with HR, managers, and third-party administrators to ensure consistent, compliant, and empathetic leave management.
• Maintain accurate documentation and ensure timely processing of leave requests.
• Process weekly and monthly vendor invoices for health and welfare plans, ensuring accuracy and timely payment.
• Reconcile billing discrepancies and collaborate with vendors and payroll to resolve issues.
• Maintain detailed records to support audits, budgeting, and financial reporting.
• Support the strategic evaluation of vendor performance and plan costs.
• Ensure compliance with federal and state regulations including ERISA, ACA, HIPAA, COBRA, FMLA, and IRS guidelines.
• Prepare required notices, summaries, and employee communications.
• Support internal and external audits with accurate documentation and reporting.
• Monitor regulatory changes and recommend updates to policies and procedures.
• Deliver exceptional customer service with a focus on clarity, empathy, and problem-solving.
• Create and maintain benefit guides, FAQs, and communication materials.
• Facilitate benefits orientations and training sessions for employees and managers.
• Partner with HR leadership to enhance the overall employee experience.

Benefits

• Competitive compensation
• Comprehensive health, dental, and vision insurance plans
• Robust life insurance benefits
• Retirement plans, including company-matched 401k and pension plan
• Paid holidays and time off
• Parental leave
• Subsidized all-in-one subscriptions to support fitness, mindfulness, nutrition, and sleep goals
• Company-paid counseling for assistance with mental health, stress management, and work-life balance
• Continued education reimbursement eligibility
• Company-paid FLMI and ICA courses
• Discounted Texas Rangers tickets

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level