Retirement Benefits Manager

• Direct day-to-day operations of Jefferson retirement plans
• Mentor, coach, train, support, and guide retirement team members
• Establish team expectations and goals and resolve escalated benefit issues
• Ensure compliance and effectiveness of defined benefit, defined contribution, and 457(b) plans
• Develop communication strategies with internal and external partners to improve employee experience
• Serve as subject matter expert and point of contact for escalated retirement‑benefit inquiries
• Investigate and resolve retirement benefits issues with internal and external partners
• Interpret and communicate plan provisions through plan documents and summary plan descriptions
• Manage retirement‑benefit vendors and outsourced benefit programs
• Support implementation and administration of new retirement benefits programs
• Monitor ongoing retirement benefits operations and resolve issues proactively
• Track national retirement-program trends and ensure retirement benefits data accuracy in HRIS
• Collaborate with payroll and Human Resources teams
• Research retirement‑benefit issues, identify root causes, and recommend resolutions
• Provide strategic leadership, knowledge sharing, and process documentation for the Retirement Team
• Collaborate with the AVP of Retirement on retirement strategy
• Align retirement plans with enterprise strategic and business objectives
• Identify process improvements and program enhancements
• Leverage technology to improve efficiency, accuracy, and user experience

Requirements

• Bachelor's Degree or equivalent work experience
• 5 years in Retirement Benefits Management and Administration
• Proficiency with Microsoft Word
• Working knowledge of Microsoft Excel, including formulas and pivot tables
• Strong analytical, critical thinking, and attention-to-detail skills
• Experience working with an enterprise human capital management system
• Skilled in process management
• Ability to listen actively, communicate clearly and empathetically, take responsibility, adapt, and exercise self‑control under pressure
• Working knowledge of relevant federal and state regulations, filing and compliance requirements affecting employee retirement benefits programs, including ERISA, Social Security, and DOL requirements
• Ability to lift and carry 25 lbs.; frequent sitting/standing and keyboard use
• Master's Degree in human resources, business, or related field preferred
• PHR, CP, or CEBS certifications preferred

Core Competencies

Demonstrates expertise in Retirement Benefits Management and Administration, ensuring compliance with federal and state regulations while effectively leading and mentoring a retirement team. Proficient in leveraging technology and data analysis to enhance retirement programs and improve employee experience.

Highest-signal resume keywords

• Retirement Benefits Management
• Compliance with ERISA and DOL Requirements
• Microsoft Excel Proficiency
• Process Management
• Team Leadership and Mentoring

Hard Skills

• Retirement Benefits Administration
• Data Analysis
• HRIS Management
• Microsoft Word Proficiency
• Formulas and Pivot Tables

Soft Skills

• Analytical Skills
• Critical Thinking
• Attention to Detail
• Active Listening
• Clear Communication

Certifications & Qualifications

• PHR
• CP
• CEBS

Industry Keywords

• Defined Benefit Plans
• Defined Contribution Plans
• 457(b) Plans
• Employee Retirement Benefits
• Retirement Program Trends

Tools & Technologies

• Human Capital Management System