Retirement Plans Specialist

Thomas Jefferson University • Philadelphia, PA

6d • Onsite

About The Position

The Retirement Benefits Analyst serves as a subject matter expert for the organization's defined benefit and defined contribution retirement programs. The role provides escalation support and customer service to colleagues, managers, HR business partners, and other stakeholders while maintaining administrative functions across retirement benefit plans. It uses analytical problem-solving and retirement benefits expertise to administer and support programs.

The position responds to escalated inquiries, helps colleagues with enrollment and plan changes, investigates and resolves issues with internal and external partners, and participates in benefits presentations. It ensures accurate, timely, and compliant processing of transactions; maintains records and data integrity; coordinates with vendors and internal stakeholders; supports enrollment communications and system updates; and reconciles retirement-related invoices.

The role also supports new program implementation and ongoing operations, analyzes data and issues to recommend process improvements, shares knowledge, documents procedures and best practices, and adopts technology to improve efficiency, accuracy, and user experience.

Requirements

• Bachelor’s degree in a related field or equivalent work experience.
• Two years of experience in benefits administration.
• Proficiency with Microsoft Word.
• Working knowledge of Microsoft Excel, including formulas and pivot tables.
• Strong analytical and critical-thinking skills and attention to detail.
• Experience working with an Enterprise Human Capital Management System.
• Skill in process management.
• Ability to listen actively, communicate clearly and empathetically, take responsibility, adapt, and exercise self-control under pressure.

Nice To Haves

• Three years of experience in Human Resources Operations.
• Working knowledge of relevant federal and state regulations, filing, and compliance requirements affecting employee benefit programs, including ERISA, COBRA, FMLA, ADA, Section 125, Medicare and Social Security, and Department of Labor requirements.
• Experience working with outsourced benefits administration vendors.
• PHR (Professional in Human Resources) certification from the HR Certification Institute.
• SHRM-CP (Certified Professional) certification from the Society for Human Resource Management.
• CCP (Certified Compensation Professional) certification from WorldatWork.
• CEBS (Certified Employee Benefits Specialist) certification from the International Foundation of Employee Benefit Plans.

Responsibilities

• Serve as a subject matter expert and point of contact for escalated retirement benefits inquiries.
• Provide customer service and resolve retirement benefits issues through investigation and coordination with internal and external partners.
• Guide colleagues through retirement benefits enrollment and plan changes, and respond to inquiries by phone, email, and in-person meetings.
• Participate in colleague and new-hire benefits presentations and escalate complex inquiries as needed.
• Process retirement benefits transactions accurately and on time in accordance with best practices and applicable legal requirements.
• Maintain accurate retirement benefits records and data integrity across systems.
• Coordinate with internal stakeholders and external vendors to process and reconcile retirement benefits transactions.
• Support enrollment activities, including communications, system updates, and employee meetings.
• Reconcile and process retirement benefits-related invoices.
• Support implementation of new retirement benefits programs through administrative setup and employee communications.
• Monitor ongoing retirement benefits operations and resolve issues proactively.
• Collaborate with cross-functional teams to support program delivery and colleague experience.
• Analyze data and retirement benefits issues to identify root causes and recommend evidence-based process improvements and resolutions.
• Contribute to knowledge sharing and document processes, procedures, and best practices.
• Identify and recommend process improvements and program enhancements, and use technology tools to improve efficiency, accuracy, and user experience.

Benefits

• Medical insurance, including prescription coverage.
• Supplemental insurance.
• Dental insurance.
• Vision insurance.
• Life and AD&D insurance.
• Short- and long-term disability insurance.
• Flexible spending accounts.
• Retirement plans.
• Tuition assistance.
• Voluntary benefits, including access to group insurance rates and discounts.
• Tuition discounts at Thomas Jefferson University after one year of full-time service or two years of part-time service.
• Access to medical insurance, including prescription coverage, for all colleagues, including per diem colleagues, adjunct faculty, and Jeff Temps.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level