Retirement Plan Manager - Contract (Remote)

Broadridge • New York, NY

20h • Remote

About The Position

Manage relationships with plan providers, consultants, and third-party administrators to ensure value and service excellence. Manage assigned vendor contract renewals, RFPs and strategy as applicable. Analyze plan utilization, participant data, and market trends to recommend program changes and enhancements that align with best practices and evolving business needs. Implement approved plan changes through strong project planning and collaboration with multiple stakeholders (e.g., Tier 1, Payroll, HRIS, HR Business Partners) to meet scheduled deadlines and budget requirements. Lead annual plan reviews, testing, audits, and updates. Conduct reporting and analyses needed to support ongoing processes, compliance tasks, billing submissions, enrollment and deduction audits, census data requests, enrollment migration/patterns, utilization, survey requests, financial forecasting, and strategy and design decisions. Support internal and external reporting requirements. Oversee all retirement plan-related administrative processes including ensuring benefits program terms and conditions are in sync with the related programming in both internal and external vendor systems and related file specifications. Collaborate with HR, finance, and legal teams to ensure administration is compliant with plan documentation and regulatory requirements (e.g., SPDs, required filings and notices, contracts, requirements documents, and other plan information). Oversee development and implementation of associate communications to improve associate engagement and understanding of retirement benefits. Serve as a Broadridge benefits subject matter expert in order to answer associate, internal partner and vendor inquiries and escalations. Provide support and assistance with M&A due diligence and partner on integration of new groups into Broadridge's benefits programs.

Requirements

• Manage relationships with plan providers, consultants, and third-party administrators.
• Manage vendor contract renewals, RFPs and strategy.
• Analyze plan utilization, participant data, and market trends.
• Recommend program changes and enhancements.
• Implement approved plan changes through project planning and collaboration with stakeholders.
• Lead annual plan reviews, testing, audits, and updates.
• Conduct reporting and analyses for ongoing processes, compliance tasks, billing submissions, enrollment and deduction audits, census data requests, enrollment migration/patterns, utilization, survey requests, financial forecasting, and strategy and design decisions.
• Support internal and external reporting requirements.
• Oversee retirement plan-related administrative processes.
• Ensure benefits program terms and conditions are in sync with programming in internal and external vendor systems and related file specifications.
• Collaborate with HR, finance, and legal teams to ensure administration is compliant with plan documentation and regulatory requirements.
• Oversee development and implementation of associate communications.
• Serve as a Broadridge benefits subject matter expert.
• Answer associate, internal partner and vendor inquiries and escalations.
• Provide support and assistance with M&A due diligence.
• Partner on integration of new groups into Broadridge's benefits programs.

Responsibilities

• Manage relationships with plan providers, consultants, and third-party administrators to ensure value and service excellence.
• Manage assigned vendor contract renewals, RFPs and strategy as applicable.
• Analyze plan utilization, participant data, and market trends to recommend program changes and enhancements that align with best practices and evolving business needs.
• Implement approved plan changes through strong project planning and collaboration with multiple stakeholders (e.g., Tier 1, Payroll, HRIS, HR Business Partners) to meet scheduled deadlines and budget requirements.
• Lead annual plan reviews, testing, audits, and updates.
• Conduct reporting and analyses needed to support ongoing processes, compliance tasks, billing submissions, enrollment and deduction audits, census data requests, enrollment migration/patterns, utilization, survey requests, financial forecasting, and strategy and design decisions.
• Support internal and external reporting requirements.
• Oversee all retirement plan-related administrative processes including ensuring benefits program terms and conditions are in sync with the related programming in both internal and external vendor systems and related file specifications.
• Collaborate with HR, finance, and legal teams to ensure administration is compliant with plan documentation and regulatory requirements (e.g., SPDs, required filings and notices, contracts, requirements documents, and other plan information).
• Oversee development and implementation of associate communications to improve associate engagement and understanding of retirement benefits.
• Serve as a Broadridge benefits subject matter expert in order to answer associate, internal partner and vendor inquiries and escalations.
• Provide support and assistance with M&A due diligence and partner on integration of new groups into Broadridge's benefits programs.

Benefits

• Equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees