Benefits Advisor - Pension and 401K-2600193

SouthWest Benefits Association; San Antonio (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Annual bonus program

401(K) match up to 7%

Company pension plan

Comprehensive healthcare

Onsite wellness centers

Onsite pharmacy

Onsite cafeteria

Gym facilities

Spacious campus amenities

Job summary

Valero invites you to join a team focused on pension administration. You will maintain the pension system, perform data analysis, and coordinate with software vendors and internal teams in a highly compliant environment.

Required are 2 years HR experience with pension/401k, advanced Excel skills, and on‑site work at the San Antonio location. The role offers salary with a comprehensive benefits package and growth opportunities.

Qualifications

• 2 years of professional‑level human resources work including pension and 401k experience.
• Intermediate to advanced Microsoft Excel skills for data analysis and validation.
• On‑site, in‑person work at Valero San Antonio location is required.

Responsibilities

• Maintain the pension administration system and support pension activities.
• Analyze data results for pension batch processing, statements, and audits.
• Extract data for evaluation and reporting; coordinate with vendors and IT staff.
• Assist with government disclosures and compliance with HIPAA/SOX.
• Manage incoming calls and department email, and prepare data transfers for external parties.

Skills

Microsoft Excel

Pension administration

Data analysis

Data reconciliation

Pension system

HIPAA compliance

SOX compliance

Education

High School diploma

Bachelor's degree preferred

Tools

SAP payroll reporting

Payroll systems

Job description

Benefits Advisor - Pension and 401K-2600193

Full Time

HR

20 Jul 2026

Description:

Valero is the best‑in‑class producer of essential fuels and products that are foundational to modern life. We invite you to join our ~10,000 employees to drive exceptional results for our company, the energy industry and our community.

As a Benefits Advisor you will under limited supervision, maintain the pension administration system and supports pension administration activities.

At Valero, we are committed to advancing the future of energy through innovation, ingenuity and unmatched execution. You can help achieve this goal if you can:

• Utilize intermediate to advanced Microsoft Excel skills, including data analysis, validation, reconciliation, formulas, pivot tables, and reporting tools, to analyze data and ensure data accuracy.
• Update and verify data for accuracy from the payroll system and other sources to ensure accurate calculations are produced through the pension system.
• Manage the pension system through direct communications/collaboration with software vendor and in‑house personnel, payroll and/or IT staff to apply upgrades/enhancements, troubleshoot system and data problems and ensures pension system data integrity.
• Analyze data results for pension batch processing, annual benefit and pension statements, actuarial valuations, annual audit reports and other projects.
• Extract data from the pension system for data evaluation and various reporting.
• Process pension packages and estimates daily from participant requests , retirements, etc.
• Assist with managing incoming calls and monitoring the department email box.
• Analyze government regulations, benefit program trends, and prevailing practices among similar organizations.
• Prepare and communicates government‑mandated disclosures.
• Remain current on HIPAA, compliance; participates in the preparation and coordination of benefit plan audits for compliance with HIPAA, SOX, or other government regulations.
• Coordinate transfer of data and creates reports for external vendors, plan providers, auditors, other Valero departments, management, and consultants.

This position is salaried exempt status, which means you are not eligible for overtime pay.

Qualifications:

• High School diploma or GED required.
• 2 years of professional‑level human resources work that includes pension and 401k experience required.
• Utilizes intermediate to advanced Microsoft Excel skills, including data analysis, validation, reconciliation, formulas, pivot tables, and reporting tools, to analyze data and ensure data accuracy required.
• Able and willing to work on‑site, in‑person at the Valero San Antonio location, required.

Preferred Requirements:

• Working knowledge of SAP payroll reporting or other payroll system reporting preferred.
• Bachelor’s degree in Business, Accounting, Finance, or Human Resources preferred.

Need more reasons to work for a company that is both professionally challenging and culturally rewarding? Take a look at some of our best‑in‑class benefits:

• Competitive Pay and Annual Bonus Program
• 100% match on 401(K) up to 7%, with immediate vesting
• Company‑sponsored Pension Plan
• Comprehensive Healthcare and Wellness Programs
• Onsite Employee and Family Wellness Centers (Physician & Pediatrician)
• Onsite Pharmacy
• State‑of‑the‑art 24‑hour Fitness Center free for employees and spouses with access to Tennis and Basketball Facilities
• Onsite cafeteria open for breakfast and lunch
• Sprawling campus with walking paths and access to biking trails

Benefits described above are highlights only, subject to an employee’s eligibility and work location.

All successful candidates must be eligible to obtain a TWIC card (Transportation Worker Identification Credential). It is Valero’s policy that employees must wear this card at all times while working at the refinery. Please review eligibility criteria at https://www.tsa.gov/for-industry/twic .

Position level and salary will be commensurate with qualifications and experience.

Valero's employees and team‑focused culture drive our success. We’re invested in our dedicated workforce through a comprehensive, customizable benefits package, while supporting a caring culture that delivers a rewarding work environment built on teamwork, excellence and career growth. To explore the ways we build a stronger team, visit Valero.com/Careers .

Valero is an EEO Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to legally protected status, including race, color, religion, sex, national origin, age, disability, protected veteran or any other status protected by applicable federal, state or local laws.

Please be advised, if you are viewing this position on a website that lists an estimated salary rate/range, it was not provided by Valero. Valero’s market specific salary rate/range will be provided during the recruiting process and tends to be higher than what is estimated by such websites.