Manager, Health and Retirement Benefits

Asplundh Tree Expert, LLC•Upper Moreland Township, PA

About The Position

Manager, Health & Retirement Benefits specializes in the design, implementation, and management of employee benefits programs, with a strong emphasis on retirement plans. This role is crucial in helping Asplundh offer competitive retirement benefits—such as 401(k), profit sharing plans, and other savings programs—that attract talent and support long-term financial security. The Manager, Benefits & Retirement ensures compliance with retirement-related regulations, coordinates with providers, and empowers employees to make informed decisions about their future.

Requirements

5-10 years of experience in retirement plan management and administration
Bachelor’s degree in Human Resources, Finance, Business Administration, or a related field (Master’s degree preferred).
Extensive experience in retirement plan administration; prior management experience is highly valuable.
Thorough understanding of retirement plan regulations, ERISA, and fiduciary responsibilities.
Expertise in retirement plan design, administration, and compliance.
Strong analytical skills for evaluating fund performance and plan utilization.
Excellent communication and presentation abilities, especially for conveying complex financial information.
Attention to detail, organizational skills, and the ability to handle sensitive data discreetly.
Proficiency with benefits administration systems and retirement plan software.
Collaborative approach to working with HR teams, financial advisors, and external partners.
Ability to merge and analyze data using Excel pivot tables and VLOOKUP function.

Nice To Haves

Professional credentials such as Certified Employee Benefit Specialist (CEBS) or Qualified 401(k) Administrator (QKA) are advantageous.
Experience using Oracle HCMS a plus.

Responsibilities

Lead the development, administration, and ongoing evaluation of retirement benefit programs, including 401(k), profit-sharing, and deferred compensation plans.
Oversees the administration of health and welfare benefits, including medical, dental, vision, and life insurance programs.
Oversee Benefit Help Desk and Staff.
Responsible for evaluating plan designs, implementing cost-effective solutions, and ensuring these offerings meet employee needs and comply with relevant regulations.
Educate and advise employees regarding retirement options, plan features, and investment choices through workshops, individual consultations, and written materials.
Monitor industry trends to recommend enhancements and ensure the organization's retirement offerings remain competitive and compliant.
Manage relationships with retirement plan vendors, financial advisors, and third-party administrators, ensuring optimal plan performance and value.
Prepare and present detailed reports on retirement plan participation, fund performance, and plan costs to senior management.
Oversee annual retirement plan enrollment and renewal processes, and ensure accurate, timely documentation and recordkeeping.
Support regulatory compliance for retirement plans (including ERISA and IRS guidelines), and facilitate required plan audits and filings.
Address employee inquiries and resolve issues concerning retirement benefits with professionalism and confidentiality.
Collaborate with HR colleagues to integrate retirement planning into the broader benefits strategy.