Sr Retirement Consultant jobs in United States
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Nuvance Health · 4 hours ago

Sr Retirement Consultant

Nuvance Health is a healthcare system committed to fostering an inclusive culture. The Senior Retirement Consultant is responsible for overseeing the administration, compliance, and strategic management of retirement programs, ensuring accurate operations and effective communication of retirement benefits for a workforce of approximately 10,000 employees.

Health CareHospitalMedical

Responsibilities

Manage day-to-day operations of retirement plans, including legacy DB plans, 403(b)/401(k) plans, and union-specific pension arrangements
Coordinate with third-party administrators, actuaries, and investment managers to ensure timely and accurate processing of contributions, distributions, and benefit calculations
Ensure compliance with ERISA, IRS, DOL, and applicable state regulations
Monitor legislative and regulatory changes impacting retirement programs and recommend necessary adjustments
Maintain accurate plan documentation, Summary Plan Descriptions (SPDs), and union-specific agreements
Serve as the subject matter expert for retirement benefits during union negotiations
Provide guidance on legacy plan provisions and transition strategies for closed or frozen plans
Respond to escalated employee inquiries and resolve complex retirement issues
Analyze plan performance, funding status, and cost implications for legacy DB plans
Support de-risking strategies, plan terminations, or conversions to DC plans where applicable
Collaborate with Finance and HR leadership on retirement plan budgeting and forecasting
Manage relationships with recordkeepers, actuaries, consultants, and investment advisors
Lead RFP processes for retirement plan services as needed
Develop and deliver retirement education programs for employees and union representatives
Create clear communication materials for plan changes, compliance updates, and retirement readiness initiatives
Maintains and Models the Organization’s values
Demonstrates regular, reliable and predictable attendance
Performs other duties as required

Qualification

Retirement plan managementRegulatory complianceAnalytical skillsRetirement plan systemsMicrosoft ExcelCommunication skillsNegotiation skillsBachelor’s degreeProfessional certificationProblem-solving skills

Required

Bachelor's degree in HR, Finance, Accounting, or related field
Advanced analytical and problem-solving skills
Excellent communication and negotiation abilities
Proficiency with retirement plan systems and Microsoft Excel

Preferred

Advanced degree or professional certification (CEBS, ASPPA, CFA, or similar)

Company

Nuvance Health

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Nuvance Health operates hospitals, medical practices, and care centers for health care and medical services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-05-06Acquired

Leadership Team

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John M. Murphy
President & CEO
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D
Deborah August
Pathologist
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Company data provided by crunchbase