Retirement Specialist (Hybrid In Office Monday - Wednesday)

Surgery Partners Careers • Nashville, TN

2d • Hybrid

About The Position

We are seeking an experienced and detail-oriented Retirement Specialist with expertise in 401(k) plans and non-qualified retirement plans programs. This position will report to the Director of Total Rewards. The ideal candidate will play a key role in managing retirement program to ensure they align with organizational goals and regulatory compliance. Should have Health & Welfare experience as well in order to assist the benefits team during high peak times like Open Enrollment.

Requirements

• Bachelor’s degree in Business Administration, Human Resources, Finance, or a related field.
• Minimum of 5 years of experience in retirement plan administration, including 401(k), non-qualified compensation programs.
• In-depth knowledge of ERISA and IRS regulations best practices.
• Strong analytical and problem-solving skills with a high degree of attention to detail.
• Excellent communication and interpersonal skills, with the ability to explain complex benefit concepts to diverse audiences.
• Proficiency in benefits management software and advanced Microsoft Excel skills.

Nice To Haves

• Health & Welfare experience as well in order to assist the benefits team during high peak times like Open Enrollment.

Responsibilities

• Manage the day-to-day administration of 401(k) and non-qualified retirement plans, ensuring compliance with ERISA and other applicable regulations.
• Work with senior leadership to design and refine retirement and equity benefit strategies that support employee retention and satisfaction.
• Serve as a resource for employees, providing education and guidance on retirement plan options.
• Stay up-to-date with industry regulations and ensure all plans comply with federal, state, and local laws.
• Coordinate with third-party administrators, record-keepers, and consultants to optimize plan performance and compliance.
• Prepare regular reports on plan performance, participation rates, and cost analyses to inform organizational decision-making.

Benefits

• Competitive salary and comprehensive benefits package.
• Opportunity to shape the retirement and equity programs of a dynamic organization.
• A collaborative and inclusive work environment that values professional growth.

What This Job Offers

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