Surgery Partners, Inc · 17 hours ago

Retirement Specialist (Remote)

Nashville, TN

Full-time

Remote

Mid, Senior Level

5+ years exp

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Responsibilities

Manage the day-to-day administration of 401(k) and non-qualified retirement plans, ensuring compliance with ERISA and other applicable regulations.

Be the backup resource that oversees equity compensation programs, including stock options, RSUs, and other related benefits.

Collaborate with HR and finance teams to ensure accurate record-keeping and reporting.

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 and equity 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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

401(k) plansNon-qualified retirement plansEquity compensation programsERISA complianceIRS regulationsBenefits management softwareMicrosoft Excel