Benefits Analyst - Financial Wellness

Shaw Industries; Dalton (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

Shaw Industries is seeking a Benefits Analyst - Financial Wellness to lead retirement plan administration, education assistance, and relocation programs across U.S. and international sites.

You will partner with HR, Total Rewards, IT, Sourcing, Corporate Communications, and Accounting to ensure ERISA and 409A compliance while delivering educational resources to associates. This role handles data preparation, audits, payroll file reconciliation, HCE eligibility, plan enrollments, and annual

Qualifications

• Organized and efficient with strong written and verbal communication.
• Excellent Excel skills and ability to handle confidential information.
• Customer service mindset and proactive problem-solving.
• Experience with retirement plans or related benefits programs is a plus.

Responsibilities

• Prepare, analyze, and reconcile complex U.S. and international retirement plan data for contributions, distributions, and compliance.
• Manage daily administration of retirement plans including 401(k), NQRSP, Phantom Stock, UK Pension, and Canadian RRSP plans.
• Support plan research, implementation, communication, education, and documentation.
• Conduct data audits for accuracy and alignment with records.
• Generate and reconcile payroll integration files; resolve discrepancies; coordinate wire funding.
• Verify and update HCE eligibility annually.
• Coordinate NQRSP and Phantom Stock enrollments for 409(a) compliance.
• Validate distributions; ensure timely payments and tax compliance.
• Manage Phantom Stock re-deferrals and in-service distributions.
• Oversee 401(k) monthly eligibility, automatic enrollment, and escalations.
• Collaborate with HRIT and vendors for data integrations and plan setup.
• Support 401(k) annual audits with documentation for auditors.
• Lead the Annual Total Rewards Statements project across departments.
• Communicate with stakeholders and vendors; handle special projects as needed.
• Manage relocation and education assistance programs.

Skills

Organized

Attention to Detail

Accurate Written Verbal

Communication

Customer Service

Proactive / Takes Initiative

Cross-training / Critical Process Back

High Level of Confidentiality

Education

College Degree

Retirement Plan Administration Experience

Tools

Microsoft Excel

Workday

Job description

Position Overview

Shaw Industries Group, Inc. is a leader in flooring and other surface solutions designed for residential housing, commercial spaces and outdoor environments. Leveraging strengths in design, innovation and operational excellence, the company takes a people-centered, customer-focused, and growth-minded approach to meet diverse market needs. It creates differentiated customer experiences through its expansive portfolio of brands: Anderson Tuftex, COREtec, Shaw Floors, Patcraft, Philadelphia Commercial, Shaw Contract, Shaw Sports Turf, Shawgrass, Southwest Greens, Watershed Geo and more. Headquartered in Dalton, Georgia, Shaw is a wholly owned subsidiary of Berkshire Hathaway, Inc. with more than $6 billion in annual sales and 18,000 associates worldwide.

Position Objective

The Financial Wellness Benefits Analyst supports the development, implementation, and management of financial wellness programs to enhance employees’ overall financial health. The Analyst oversees the administration and strategic management of Shaw’s U.S. and international retirement plans, educationassistanceprogram, and relocation program in a fast paced, highly analytical, and dynamic environment. This role collaborates cross-functionally with many areas in the company including HR, Total Rewards, IT, Sourcing, Corporate Communications, and Accounting. They provide oversight of plans with our vendors to ensure accuracy and compliance with ERISA laws and the Internal Revenue Code 409A regulations. They help to create and deliver educational resources and tools that empower associates to make informed financial decisions.

Job Title

Benefits Analyst - Financial Wellness

Position Overview (duplicate)

Shaw Industries Group, Inc. is a leader in flooring and other surface solutions designed for residential housing, commercial spaces and outdoor environments. Leveraging strengths in design, innovation and operational excellence, the company takes a people-centered, customer-focused, and growth-minded approach to meet diverse market needs. It creates differentiated customer experiences through its expansive portfolio of brands: Anderson Tuftex, COREtec, Shaw Floors, Patcraft, Philadelphia Commercial, Shaw Contract, Shaw Sports Turf, Shawgrass, Southwest Greens, Watershed Geo and more. Headquartered... with 18,000 associates worldwide.

Position Objective

The Financial Wellness Benefits Analyst supports the development, implementation, and management of financial wellness programs to enhance employees’ overall financial health. The Analyst oversees the administration and strategic management of Shaw’s U.S. and international retirement plans, educationassistanceprogram, and relocation program in a fast paced, highly analytical, and dynamic environment. This role collaborates cross-functionally with many areas in the company including HR, Total Rewards, IT, Sourcing, Corporate Communications, and Accounting. They provide oversight of plans with our vendors to ensure accuracy and compliance with ERISA laws and the Internal Revenue Code 409A regulations. They help to create and deliver educational resources and tools that empower associates to make informed financial decisions.

Essential Duties:

• Prepare, analyze, and reconcile complex U.S. and international retirement plan data to ensureaccuratemanagement of retirement plan contributions, distributions, and compliance tasks.
• Manage daily administration of retirement plans including 401(k), NQRSP, Phantom Stock, UK Pension, and Canadian RRSP plans.
• Support the Director in plan research, implementation, communication, education, and documentation of multiple retirement plans.
• Conduct audits of data to ensure accuracy and alignment with records.
• Generate and reconcile payroll integration files for retirement plan contributions; resolve discrepancies. Coordinate wire requests for funding.
• Verify and update Highly Compensated Employee (HCE) eligibility annually.
• Coordinate NQRSP and Phantom Stock enrollments to ensure compliance with 409(a) regulations.
• Validate monthly NQRSP and Phantom Stock distributions; ensureaccurateandtimelypayments and tax compliance.
• Manage Phantom Stock re-deferrals and in-service distributions.
• Oversee 401(k) monthly eligibility, automatic enrollment, and annual escalation processes.
• Collaborate with HRIT and vendors to ensureaccuratedata integrations and plan setup.
• Support 401(k) annual audits by providing documentation to auditors.
• Calculate the annual Match True-Up for the 401(k) Plan.
• Lead the annual Total Rewards Statements project, coordinating cross-departmentally to deliveraccurateassociate statements.
• Communicate effectively with stakeholders and vendors; manage special projects including legal research and data requests as needed.
• Manage the relocation program and ensure alignment with business partner’s goals.
• Manage the education assistance program including approving payments for reimbursement.
• Assistassociates with inquiries and questions concerning financial benefits.

Required

• Organized and Efficient
• Accurate Written and Verbal
• StrongMicrosoft Excel skills
• Communication
• Excellent Customer Service
• Proactive / Takes Initiative Cross-training / Critical Process Backup
• Attention to Detail
• High Level of Confidentiality

Preferred

• 3+ years Retirement Plan Administration Experience or equivalent education experienceCollege Degree
• Workday Experience

Competencies

• Deliver Compelling Communication
• Demonstrate Good Judgment
• Learn Continuously
• Build Customer Satisfaction

#SHAWIND

Work Shift

8 Hr non-rotating shift, Hrs fall to in punch day, Observed Calendar, shift starts AM

Shaw Industries is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.