Retirement and Well-Being Specialist

Highland Hospital•Rochester, NY

About The Position

Under the supervision of the Benefits Manager, the Retirement and Well-Being Coordinator administers and communicates Highland Hospital’s Retirement and Well-Being Programs in accordance with government regulations, plan documents, and the hospital’s policies and procedures. The position administers the daily operations of the 403(b) Plan, coordinates wellness programs, maintains records and procedures, and supports employee communications and engagement.

Requirements

At least 2 years of experience in employee retirement and well-being administration.
Ability to work independently and as part of a team in a fast-paced, complex environment.
Effective communication skills with hospital staff at all levels, vendors, new and prospective employees, and outside agencies.
Strong analytical and Excel skills.

Nice To Haves

Bachelor’s degree in Business or Human Resources preferred, but not required; equivalent experience is acceptable.

Responsibilities

Administer daily operations of the 403(b) Plan, including processing TIAA/recordkeeper action items, coordinating controlled-group compliance, and resolving the status of uncashed distribution and annuity checks.
Oversee audits of deferral elections between TIAA/recordkeeper and payroll systems to ensure payroll deductions are accurate.
Assist the Benefits Manager with IRS Self-Correction Program (SCP) and Voluntary Correction Program (VCP) plan corrections when required.
Reconcile retirement plan activity with payroll and recordkeeping systems.
Develop and maintain retirement and well-being procedures, and keep related hard-copy and electronic records organized and retrievable.
Assist in preparing employee communications and participate in retirement benefits surveys and benchmarking activities as needed.
Coordinate and oversee wellness programs, including creating and maintaining an annual wellness calendar.
Plan, organize, and facilitate health education workshops, wellness events, and fitness activities.
Maintain participant records, program documentation, and confidential health information.
Monitor participation, evaluate outcomes, and collect and analyze program data to measure effectiveness and prepare reports.
Collaborate with healthcare providers, community organizations, vendors, and internal departments to enhance wellness services and expand opportunities.
Promote wellness programs through presentations, newsletters, social media, and other communication channels.
Assist with health screenings, wellness assessments, and biometric events.
Track program budgets, inventory, and wellness-related supplies.
Ensure compliance with organizational policies, safety regulations, and confidentiality standards.
Foster a positive, inclusive, and supportive environment that encourages engagement; respond to participant questions and concerns with excellent customer service.
Stay informed about health and wellness trends, best practices, and regulatory requirements.
Assist in developing annual wellness goals, strategies, and initiatives aligned with organizational objectives.
Encourage participation through incentive programs and wellness challenges.
Attend monthly committee meetings and share updates with committee members.