Job Summary:

The Manager of Retirement Programs will analyze and administer retirement plans for the organization.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Oversees retirement programs for various levels of employees; this may include profit sharing, 401(k), and nonqualified executive deferral plans.
• Analyzes programs, identifying opportunities for improvement and enhancement; researches and recommends changes to executive staff.
• Researches and proposes investment strategies that will maximize retirement dividends.
• Educates and advises employees on regulatory requirements, tax implications, and administrative considerations of retirement plans.
• Provides expert administration of qualified and nonqualified plans.
• Drafts and maintains quarterly and annual plan performance reports; compares performance with projected, targeted, and budgeted goals.
• Recommends revisions and modifications to plans based on performance.
• Serves as the ranking management member and subject matter expert in developing and properly preparing compliance programs under ERISA, the Internal Revenue Code, and other laws and regulations.
• Develops and maintains positive relationships with plan administrators, financial advisors, benefits brokers, and other service providers and vendors.
• Maintains knowledge of trends, developments, best practices, and legal and regulatory changes in retirement planning and administration.
• Performs other duties as required.

Required Skills/Abilities:

• Excellent verbal and written communication skills with the ability to explain investment, compensation, and retirement packages to employees in a clear and concise manner.
• Excellent interpersonal, training, and negotiation skills.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Thorough understanding of complex tax and benefits laws and regulations related to retirement planning and benefits.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• Bachelors degree in Human Resource Management, Business Administration, Accounting, or related field required.
• At least eight years of experience with a broad range of employee retirement plans required.
• Current human resource and/or compensation credentials or certification preferred.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.