Lead Retirement Specialist

Abt Global•Rockville, MD

5d•Hybrid

About The Position

The Lead Retirement Specialist is the subject matter expert for the administration, compliance, and governance of the organization's retirement programs, including 401(k) and Employee Stock Ownership Plan (ESOP) offerings. The role oversees plan operations, regulatory compliance, vendor partnerships, audits and reconciliations, and resolution of complex participant issues. It also supports broader benefits administration, maintains plan documentation and employee education resources, prepares reports and materials for leadership and governance committees, and works with payroll, vendors, and HRIS teams to ensure the integrity of retirement and benefits data. As part of the Total Rewards team, this role supports a positive employee experience through effective and compliant administration of retirement and benefits programs. It provides strategic oversight of ESOP compliance, governance, and risk, represents the ESOP function with senior leaders and external counsel, and advises leadership on emerging issues and potential business impacts. The role also independently supports day-to-day administration of employee benefits, including medical, dental, vision, life insurance, disability, flexible spending, and health savings programs.

Requirements

Bachelor's degree in Human Resources, Business Administration, Finance, or a related field, or equivalent experience.
At least 9 years of experience in ESOP and 401(k) administration, communications, and facilitating company committee meetings.
Experience managing distributions of qualified retirement programs in conjunction with plan administrators.
Strong knowledge of ERISA, IRS, and Department of Labor regulations affecting qualified retirement plans.
Experience with retirement plan audits, compliance testing, governance, and regulatory reporting.
Strong analytical and problem-solving skills, including payroll reconciliation, data auditing, and discrepancy resolution.
Ability to communicate retirement plan information effectively to employees, leadership, and governance committees.
Advanced proficiency in Microsoft Excel and retirement-related reporting and analysis.

Responsibilities

Administer 401(k) eligibility, enrollment, contributions, employer matching, beneficiary elections, distributions, and general plan provisions.
Represent the ESOP function with senior leaders and external counsel, providing strategic oversight of compliance, governance, and risk, and advising leadership on emerging issues and potential business impacts.
Develop materials for presenting the status of Abt Global compliance to a subcommittee of the board of directors.
Coordinate with retirement plan recordkeepers and third-party administrators to research and resolve employee issues.
Audit and review retirement eligibility, enrollment, and contribution data for accuracy.
Assist with payroll and retirement contribution reconciliations and research discrepancies.
Maintain retirement plan documentation, administrative procedures, and employee resources.
Independently support the administration of day-to-day employee benefit programs, including medical, dental, vision, life insurance, disability, flexible spending, and health savings programs.
Support HRIS integrations to ensure accurate benefits and retirement information in Oracle HCM and applicable benefit vendor systems.