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The Judson Group
, PA, United States
Senior Retirement Plan Consultant | Pittsburgh, Pennsylvania Reference Number: MHH7327 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a nationally recognized wealth management and retirement plan consulting firm located in Pittsburgh in the search for a Senior Retirement Plan Consultant . This candidate will have the unique
Job Source: The Judson GroupAscensus
Philadelphia, PA, United States
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding l
Job Source: AscensusAscensus
Philadelphia, PA, United States
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusCPS, Inc.
Philadelphia, PA, United States
Posted: 02/13/2024 Industry: Employee Benefits & Retirement Services Job Number: SA24.1.17.5 Experience: Job Description National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and p
Job Source: CPS, Inc.Equitable Advisors
Philadelphia, PA, United States
Overview We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, co
Job Source: Equitable AdvisorsAscensus
Philadelphia, PA, United States
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusBrown & Brown
Conshohocken, PA, United States
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Who We Are: Brown & Brown, Inc. is a growing global insurance brokerage firm delivering risk management solutions and services since 1939. Our unique culture is built on honestly, integrity, innovation and di
Job Source: Brown & BrownUniversity of Pennsylvania
Philadelphia
University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportu
Job Source: University of PennsylvaniaPhiladelphia
**LOCATION:** The work schedule for this full-time position is hybrid requiring attendance in the office 3-days per week. Office locations are Chicago IL, Philadelphia PA, or New York City NY. This are no remotely based options.
**OVERVIEW**
You will manage the design, administration, communications, and compliance of retirement plans in the Americas to ensure market competitiveness. You will stay up-to-date market and regulatory changes and make recommendations regarding retirement benefits design, compliance, and continuous improvement to ensure that Wolters Kluwer is viewed as an employer of choice by current and prospective employees. You will report to the Director, Benefits for the Americas.
**RESPONSIBILITIES**
+ Be a subject matter expert for defined contribution, defined benefit, and non-qualified plans. Provide guidance, support, and education on retirement plans to employees and peers
+ Perform daily retirement plan administration activities, such as processing funding contributions, withdrawals, and other transactions
+ Analyze and review benefit programs and recommend changes in design, pricing, financing, vendors to ensure programs are efficient, market alignment, compliant with regulatory requirements and aligned to the organization’s strategic objectives
+ Work to resolve complex issues with vendors and internal teams such as HRIS, finance, compensation, legal, and payroll
+ Analyze current programs and recommends potential changes, contributing to retirement plan strategy updates and plan design.
+ Ensure programs are administered correctly based on plan documents, summary plan descriptions and plan provisions
+ Work with consultants and legal counsel to review and implement plan amendments and make appropriate changes to plan documents
+ Lead annual enrollment processes such as Canada RRSP enrollment and NQDC enrollment
+ Engage in vendor management to ensure SLAs are met, optimal customer service is provided, and integrations are working
+ Build timely reporting and filings such as Form 5500s, Pension filings and Summary Annual reports
+ Identify, develop, and improve retirement reporting and analytics
+ Lead benefits communications to ensure employee understanding and appreciation of benefit programs; build communications in collaboration with HR Communications, HR Service Delivery, and external communication partners
+ Develop and manage content for executive presentations, departmental presentations, HR and employee webinars
+ Partner with HRIS and vendors to conduct system assessments to improve efficiency, makes recommendations, and complete user acceptance testing
+ Provide support to the North America Benefits Team with health and welfare benefits projects
+ As part of the Global Benefits Center of Excellence, contribute to the global well-being program, championing financial well-being
+ Perform benefits due diligence in acquisitions and mergers
**QUALIFICATIONS**
**Education** : Bachelor’s degree, preferably in HR, Finance, or Business; or equivalent experience
**Experience** :
+ 7+ years of progressive Corporate Benefits or Benefits consulting experience required with a strong background in design, development, financing, and delivery of U.S. retirement programs for large, multinational corporations; some experience managing plans across the Americas region and/or retirement plans is preferred
+ 2+ years of experience in health and welfare benefits administration.
+ Alignment with internal partners, particularly HR, Finance, and Legal colleagues to ensure retirement plans are understood and appropriately managed
+ Proficiency in retirement plan compliance and reporting requirements, including ERISA, IRS, and DOL regulations
+ Experience working in a global shared services environment with effective strategies to reinforce a shared services engagement model as a leader in a Center of Expertise
**Other Skills**
+ Structure and analyze data, develop insights, and formulate an aligned approach and plan
+ Knowledge of government regulations and requirements (e.g., filing and compliance requirements) with established network of resources to remain current on market changes
+ Expertise in retirement plans; exposure to health & welfare plans a plus
+ Management of multiple priorities and work streams
+ Analytical problem-solving skills
+ Navigation in a global, matrixed work environment
+ Maintain confidentiality.
+ Work with common office software programs
**TRAVEL** : < 10% annually
\#LI-Hybrid
**Compensation:**
Target salary range CA, CT, CO, HI, NY, WA: $93,400-$130,600
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Email Alert for Senior Benefits Analyst - Retirement Plan Administration_ jobs in Philadelphia
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