Retirement Plans Specialist
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 escalated support to colleagues, managers, and HR business partners while maintaining key administrative functions across retirement benefit plans. It uses analytical problem-solving and retirement benefits expertise to administer programs and provide exceptional stakeholder service. The specialist supports retirement benefits inquiries and transactions, helps colleagues with enrollment and plan changes, coordinates with internal stakeholders and external vendors, and contributes to program implementation, data analysis, process improvement, and knowledge sharing. The role is based at 1101 Market in Philadelphia, Pennsylvania, and is listed as a Workday Day shift position.
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, with 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 DOL requirements.
- Experience working with outsourced benefits administration vendors.
- PHR (Professional in Human Resources) certification from the HR Certification Institute.
- 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 contact for escalated retirement benefits inquiries, providing customer service to colleagues and other stakeholders.
- Investigate and resolve retirement benefits issues in coordination with internal and external partners.
- Guide colleagues through retirement benefits enrollment and plan changes; respond to inquiries by phone, email, and in-person meetings; and escalate complex issues when necessary.
- Participate in colleague and new-hire benefits presentations.
- 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 on compliant transaction processing and reconciliation.
- 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 process improvements, root causes, and recommended resolutions.
- Contribute to knowledge sharing and document processes, procedures, and best practices.
- Recommend 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
- 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
- Medical insurance, including prescription coverage, for all colleagues, including those working less than part-time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
