Retirement Consultant - Remote
About The Position
The Retirement Consultant focuses on Westinghouse’s global retirement plans, working with payroll, HR, finance, and external vendors to ensure compliant plans that meet company and employee needs. The role emphasizes data integrity, compliance, and reporting, and handles complex retirement plan matters with limited oversight. This is a 100% remote position reporting to the Senior Manager, Global Retirement. The consultant analyzes plan data and effectiveness, audits and reconciles data, supports US and Canadian plan administration, and performs complex calculations and modeling. The role also supports actuarial work, bargaining, mergers and acquisitions, employee and business partner inquiries, financial reporting, Canadian partner relationships, US compliance activities, and special retirement projects. The consultant works with technical partners to implement compliant changes and process improvements and leads improvement projects while presenting to different levels of leadership.
Requirements
- Bachelor's degree or equivalent experience.
- At least 5 years of experience working with retirement plans and proven experience in data analytics.
- Experience with retirement plan compliance activities and leading project work, such as integrations and vendor implementations.
- Experience with SAP, SuccessFactors, and other vendor systems.
Nice To Haves
- Bachelor's degree in business, Accounting, Finance, or another related analytical field.
- Experience with Canadian and/or global retirement plans.
- CEBS or ASPPA designation.
Responsibilities
- Provide analytics of plan data and report on plan effectiveness and utilization.
- Perform audits and reconcile data to maintain data integrity.
- Assist the Retirement Analyst with plan administration activities in the US and Canada.
- Perform complex calculations and modeling as required.
- Obtain and consolidate data to support actuarial work, bargaining, and M&A activity.
- Support employee and business partner inquiries.
- Work with plan recordkeepers, actuaries, and finance partners to report plan data and financial implications.
- Manage special retirement projects, including pension lump sum windows, pension risk transfers, M&A activity, 401(k) plan termination, RFPs, and vendor onboarding.
- Oversee relationships with Canadian partners and ensure the accuracy of systems and processes.
- Work with technical partners, such as HRIS, Reporting, and Payroll, to model and implement changes for compliance or process improvement.
- Implement US compliance activities, including filings, financial statement preparation and review, and corrections compilation.
- Lead process improvement projects and proactively influence and present to varying levels of leadership.
Benefits
- Comprehensive medical benefits, potentially including medical, dental, vision, and prescription coverage, plus Health Savings Account options with employer contributions.
- Wellness programs, including an Employee Assistance Program for employees and household members.
- 401(k) with company match contributions.
- Paid vacations and company holidays.
- Flexible work arrangement opportunities.
- Educational reimbursement and comprehensive career programs.
- Global recognition and service programs.
- Employee referral program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
