Benefits Supervisor - Retirement Plans

RSM US LLP•Tampa, FL

1d•$81,900 - $139,700•Hybrid

About The Position

The Benefits Supervisor – Retirement Plans oversees the annual schedule, vendor commitments, and delivery of assigned retirement programs across the Americas. The role applies retirement-plan expertise and judgment to coordinate compliance activities, plan audits, escalated participant issues, and program changes. It works with the Associate Director, Retirement Plans Committee, internal teams, recordkeepers, consultants, and counsel to maintain plan procedures and controls and prepare reports that support leadership decisions. The Supervisor recommends improvements and brings significant plan, financial, governance, and compliance issues to appropriate decision makers. The role independently manages approved work plans, routine vendor follow-up, documentation, and operating issue resolution within plan terms and delegated authority. It recommends process, service, control, and plan improvements, while escalating interpretation disputes, potential compliance failures, funding or financial concerns, and material participant-impact issues. Plan amendments, discretionary exceptions, investment decisions, fiduciary determinations, and financial commitments remain with authorized leaders, committees, or other designated stakeholders. The position does not independently bind the firm or provide legal advice. Talent Operations retains routine administration under agreed responsibilities; the COE role oversees program delivery, governance support, and escalations. Success is measured by timely and well-documented completion of required filings, testing, audits, and disclosures; resolution of data discrepancies and audit issues; vendor service levels and escalated-case aging; and on-schedule delivery of committee materials and follow-up, with approved changes implemented using documented readiness checks.

Requirements

Bachelor’s degree required.
At least five years of relevant retirement-benefits experience, including demonstrated oversight of a substantial program, audit cycle, or cross-functional implementation.
Working knowledge of ERISA, retirement-plan rules, applicable legislative changes, annual filings, nondiscrimination testing, and plan audit processes.
Ability to coordinate jurisdiction-specific requirements with counsel and advisors.
Demonstrated experience in vendor oversight, data reconciliation, operating controls, confidential participant information, and complex issue coordination.
Strong analytical, project-planning, documentation, and communication skills.
Ability to guide others’ work without requiring prior formal people-management experience.

Nice To Haves

GBA/CEBS certification.
Experience with multiple plan types, including defined contribution and cash balance arrangements, and Canadian RRSP programs.
Experience supporting a retirement committee, merger and acquisition integration, and payroll/recordkeeper data interfaces.

Responsibilities

Maintain integrated work plans for assigned retirement plans, including milestones, responsibilities, dependencies, and evidence requirements; review vendor and internal deliverables for completeness and accuracy.
Provide technical guidance, training, and work direction to assigned support resources, and coordinate implementation of approved changes.
Maintain the retirement compliance calendar with consultants and counsel, including annual Form 5500 filings and nondiscrimination testing where applicable.
Coordinate external plan audits, data requests, reconciliations, required disclosures, and supporting documentation.
Track issues through approved remediation, promptly escalate potential failures, and coordinate monitoring of regulatory changes with advisors.
Lead routine operating reviews with recordkeepers and other providers, monitor agreed service measures, and oversee issue resolution.
Partner with Talent Operations, Payroll, and Finance to investigate data or processing discrepancies and strengthen handoffs.
Resolve escalated participant matters within plan provisions and delegated authority, seeking counsel or leadership review when needed.
Coordinate committee materials, vendor reporting, meeting logistics, decision records, and follow-up actions.
Review plan administration issues and recommended actions with the Associate Director and established governance, and maintain clear records without assuming committee fiduciary or approval authority.
Analyze participation, service, cost, and plan operating information to identify improvement opportunities.
Develop implementation recommendations and coordinate assigned acquisition diligence or integration work with advisors and internal partners.
Partner with Communications, vendors, and HR stakeholders on retirement education and plain-language resources that emphasize financial wellbeing.
Provide updated operational guidance to service teams and represent the retirement workstream in cross-functional meetings when delegated.