This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager, Pension based in the United States.
This is a strategic benefits leadership opportunity for an experienced retirement plan professional who is passionate about ensuring accurate, compliant, and effective pension administration. The role oversees the daily operations of qualified and non-qualified retirement plans while supporting employees, retirees, vendors, and internal stakeholders. You will lead a team, manage complex retirement processes, and ensure compliance with evolving regulations and reporting requirements. The position offers the opportunity to influence retirement program strategy, improve operational excellence, and collaborate with finance, HR, actuarial teams, and external partners. Ideal candidates bring strong analytical skills, attention to detail, and experience managing complex benefits programs in a highly collaborative environment.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager, Pension based in the United States.
This is a strategic benefits leadership opportunity for an experienced retirement plan professional who is passionate about ensuring accurate, compliant, and effective pension administration. The role oversees the daily operations of qualified and non-qualified retirement plans while supporting employees, retirees, vendors, and internal stakeholders. You will lead a team, manage complex retirement processes, and ensure compliance with evolving regulations and reporting requirements. The position offers the opportunity to influence retirement program strategy, improve operational excellence, and collaborate with finance, HR, actuarial teams, and external partners. Ideal candidates bring strong analytical skills, attention to detail, and experience managing complex benefits programs in a highly collaborative environment.
Accountabilities:
- Oversee the day-to-day administration and operations of defined benefit and defined contribution retirement plans, ensuring accurate execution and compliance with plan provisions.
- Manage and support a team of three employees by setting goals, monitoring performance, and providing guidance and development opportunities.
- Ensure accurate processing and reconciliation of employer contributions, funding activities, transition credits, and retirement plan transactions.
- Coordinate retirement plan distributions, including QDRO processing, loans, lump-sum payments, annuities, and in-service withdrawals.
- Serve as a key point of contact for retirement plan vendors, trustees, recordkeepers, actuaries, and internal stakeholders.
- Manage relationships with external partners and oversee vendor performance through regular reviews, KPI tracking, and service evaluations.
- Support annual plan audits, actuarial valuations, compliance testing, and required regulatory filings, including Form 5500 and Form 8955.
- Interpret and communicate retirement plan policies, procedures, and applicable regulations to current employees, retirees, and terminated participants.
- Provide retirement counseling and guidance to employees approaching retirement and eligible former employees.
- Prepare and analyze retirement plan data, financial metrics, funding information, and cost analyses to support business decisions.
- Monitor legislative and regulatory changes to ensure continued compliance and recommend process improvements when needed.
- Partner with finance and reporting teams to support accurate measurement and reporting of plan assets and funding levels.
- Bachelor’s degree in Business, Finance, Human Resources, or a related field.
- Minimum of 7 years of experience in pension administration, retirement benefits, employee benefits, or a related discipline.
- Proven supervisory or managerial experience leading teams and managing performance.
- Strong knowledge of federal and state retirement benefits regulations, tax legislation, and compliance requirements.
- Experience managing defined benefit and defined contribution retirement plans.
- Strong analytical skills with advanced attention to detail and proficiency in Microsoft Excel.
- Experience working with HR information systems such as PeopleSoft, Workday, or similar platforms.
- Excellent communication and relationship management skills with the ability to collaborate with employees, vendors, executives, and external partners.
- Strong organizational and problem-solving abilities with the ability to manage multiple priorities and deadlines.
- Healthcare industry experience is preferred.
- Master’s degree or equivalent advanced education is preferred.
- Retirement benefits certifications, such as CEBS pension administration coursework or similar credentials, are a plus.
- Competitive starting salary of approximately $133,120 USD annually, with final compensation based on experience, education, skills, certifications, and other factors.
- Fully remote work opportunity.
- Comprehensive benefits package including medical, dental, and vision coverage.
- Paid leave programs supporting work-life balance.
- Retirement benefits and financial wellness programs.
- Tuition reimbursement and professional development opportunities.
- Opportunity to lead impactful retirement programs within a mission-driven organization.
- Collaborative environment with exposure to HR, finance, actuarial, and benefits leadership teams.
- Opportunity to influence retirement operations, compliance strategies, and employee experience initiatives.