Apply on Employer Site

Salas O'Brien · 4 hours ago

Retirement Plan Manager

United States

Full-time

Remote

Mid, Senior Level

$100K/yr - $115K/yr

5+ years exp

Salas O'Brien is an employee-owned engineering and professional services firm focused on achieving impact for clients and the world. The Retirement Plan Manager is responsible for analyzing and administering company-wide retirement and financial wellness offerings, managing US and Canada retirement programs to attract and retain talent.

Industrial EngineeringMechanical Engineering

Growth Opportunities

Responsibilities

Manage a competitive retirement, financial and education benefits strategy that cost-effectively meets the evolving needs of our diverse employee base and promotes financial wellbeing

Oversee administration for our US and Canada retirement, financial and education benefit programs, including data and integrations across internal and external systems and partners. Develop and execute controls to ensure benefits are well managed and mitigate operational risk

Develop communication strategies to engage employees in exploring available benefit programs, taking an active role in managing their overall financial wellbeing

Manage and develop strong partnerships with the plan recordkeepers, investment advisor, and third-party administrator. Assess vendor performance regularly and collaborate with vendors to resolve issues and ensure seamless administration

Complete in-depth due diligence during the M&A process related to retirement benefit packages. Partner with vendors and incoming M&A entities to ensure the retirement plan merger process is thorough and complete

Recommend revisions and modifications to plans based on performance in conjunction with our investment advisor, recordkeeper, and third-party administrator

Provide support and assistance to employees with benefit-related inquiries, claims, and issues. Act as the point of contact for escalated benefit matters and offer timely resolutions

Develop processes and procedures to assure timely and accurate reporting and compliance with all regulatory requirements, including ERISA, DOL and other applicable laws

Maintain knowledge of trends, developments, best practices, and legal and regulatory changes in retirement planning and administration

Lead the annual retirement audit process and internal retirement committee

Qualification

Retirement plan managementM&A experienceFiduciary responsibilitiesAnalytical skillsMicrosoft Office SuiteCollaborationAdaptabilityInitiativeOrganizational skillsTime management

Required

Strong understanding of fiduciary responsibilities including management of retirement/investment committees required

Minimum Five years' experience working with corporate retirement plans required

Demonstrated ability to work effectively with others to achieve shared goals. Strong collaborative interpersonal skills to build partnerships and foster trust

Flexibility and willingness to work on various projects and tasks, embracing new challenges with enthusiasm

Demonstrated ability to work independently and take initiative to drive projects forward

Excellent analytical and decision-making skills

Extensive knowledge of retirement plan programs, including federal legislation

Ability to influence and manage change within a virtual environment

Superior verbal and written communication

Extremely proficient in Microsoft Office Suite; Advanced Excel skills a must

Excellent organizational skills and attention to detail

Excellent time management skills with a proven ability to meet deadlines