Manager - Retirement Plans

Mercy Health BSMH•Any City, OH
•$51 - $82

About The Position

The Manager - Retirement Plans serves as the subject matter expert and manager for employer-sponsored retirement programs. The position is responsible for day-to-day management, fiduciary oversight, and ongoing development of retirement plans, which may include defined contribution, defined benefit, and other qualified and nonqualified arrangements. The role ensures programs are administered in compliance with applicable regulations while aligning plan design and operations with organizational and workforce needs.

Requirements

  • Bachelor’s degree in Finance, Business, Human Resources, Accounting, or a related field.
  • 8–10+ years of progressive retirement plan administration experience across defined contribution, defined benefit, or similar programs.
  • Knowledge of employee benefit laws and regulations.
  • Experience working with outsourced retirement plan administrators and vendors.
  • Ability to interpret plan provisions and regulatory requirements.
  • Analytical skills related to budgeting, forecasting, and reporting.
  • Ability to manage vendor relationships and evaluate service provider performance.
  • Problem-solving skills to address participant issues and operational challenges.
  • Ability to manage multiple priorities and projects.

Nice To Haves

  • Certified Employee Benefit Specialist (CEBS) designation.
  • Other relevant retirement or benefits-related professional designations.
  • Master’s degree.
  • Experience with HRIS and payroll systems and complex system interfaces.

Responsibilities

  • Support strategic and operational oversight of retirement programs.
  • Manage daily retirement plan administration, including initiatives, projects, and process improvements.
  • Ensure compliance with applicable laws and regulations, including oversight of audits, compliance testing, regulatory filings, and required reporting.
  • Prepare and present materials for retirement plan committee meetings.
  • Develop and manage retirement plan budgets, forecasts, and variance analyses.
  • Interpret plan provisions, guide vendors and internal stakeholders, and review service provider reports to determine appropriate action.
  • Oversee data integrations between internal systems and external vendors to ensure accuracy and integrity.
  • Resolve escalated participant issues, including claims and appeals.
  • Support organizational transactions that affect retirement plans and monitor regulatory changes in coordination with internal and external partners.
  • Lead and provide direction to assigned staff.

Benefits

  • Competitive pay, incentives, referral bonuses, and 403(b) with employer contributions when eligible.
  • Medical, dental, vision, and prescription coverage.
  • HSA/FSA options.
  • Life insurance.
  • Mental health resources and discounts.
  • Paid time off.
  • Parental and FMLA leave.
  • Short- and long-term disability.
  • Backup care for children and elders.
  • Tuition assistance.
  • Professional development and continuing education support.
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