Manager Retirement Benefits

Jefferson Health; Philadelphia (Philadelphia County); On-site; USD 90,000 - 125,000; Full time

Job summary

Jefferson Health is seeking a Manager Retirement Benefits to direct day-to-day operations of the retirement programs, mentor the team, and ensure compliance with plan provisions. You will interpret plan documents, coordinate with vendors, and drive strategic improvements within the Total Rewards framework.

The role requires a Bachelor’s degree with 5 years in retirement benefits, strong Excel/Word skills, and the ability to work with HRIS systems and cross-functional partners.

Qualifications

• Bachelor’s Degree or equivalent work experience required.
• 5 years in Retirement Benefits Management and Administration preferred.
• Proficiency with Microsoft Word and strong Excel skills including formulas and pivot tables.
• Strong analytical and communication skills, detail-oriented and able to work under pressure.
• Experience with enterprise HRIS and vendor management is highly desired.

Responsibilities

• Directs day-to-day operation of Jefferson retirement plans and mentors retirement team.
• Establishes goals for the retirement team; resolves escalated benefit issues.
• Ensures compliance and effectiveness of Jefferson retirement plans with internal and external partners.
• Interprets and communicates plan provisions; maintains retirement data in HRIS.
• Manages vendors and supports new retirement benefit program implementations.
• Collaborates with AVP of Retirement on strategy and cross-functional initiatives.

Skills

Analytical skills

Critical thinking

Attention to detail

Microsoft Word

Microsoft Excel

Pivot tables

HCM systems

Process management

Communication

Empathy

Adaptability

Interpersonal skills

Education

Bachelor's Degree or equivalent

Master’s Degree in HR/Business

PHR

CP

CEBS

Tools

Job description

Job Details

The Manger Retirement Benefits directs the day-to-day operations of Jefferson retirement plans; provides mentoring, coaching, training, support, and guidance to the members of the retirement team. Manage the Jefferson Defined Benefit, Defined Contribution and 457(b) Plans. Responsible for overall compliance and effectiveness of the Jefferson retirement plans; apply plan rules and interpret legal requirements. Provides expertise and strategic leadership for functional areas of the retirement programs.

Job Description Summary

The Manger Retirement Benefits directs the day-to-day operations of Jefferson retirement plans; provides mentoring, coaching, training, support, and guidance to the members of the retirement team. Manage the Jefferson Defined Benefit, Defined Contribution and 457(b) Plans. Responsible for overall compliance and effectiveness of the Jefferson retirement plans; apply plan rules and interpret legal requirements. Provides expertise and strategic leadership for functional areas of the retirement programs.

Job Duties

Directs the day-to-day operation of Jefferson retirement plans; provide mentoring, coaching, training, support and guidance to members of the retirement team. Establishes clear expectations and goals for the retirement team; resolves escalated benefit issues. Responsible for overall compliance and effectiveness of Jefferson retirement plans, working closely with internal and external partners to establish effective communication strategies to improve employee experience and ensure that Jefferson retirement plans are compliant and competitive. Serves as a subject matter expert and point of contact for escalated colleague retirement benefits program inquiries; provides exceptional customer service to colleagues and other stakeholders; resolves retirement benefits-related issues through investigation and coordination with internal and external partners. Interpret and communicate plan provisions through retirement plan documents and summary plan descriptions. Manages vendors, including vendors for outsource benefit programs, to ensure that retirement benefits programs are designed and administered consistently with Jefferson's Total Reward strategy and Jefferson values. Supports the implementation of new retirement benefits programs through administrative setup and employee communications; maintains ongoing retirement benefits operations through proactive monitoring issue resolution. Keep up with the national trends in retirement programs; ensures the accuracy of retirement benefits data in HRIS; collaborates efeciveley with cross-functional teams, including payroll and other functional areas in Human Resources. Researches and analyzes retirement benefit-related issues to identify root auses and develops resolution recommendations. Provide expertise and strategic leadership for the Retirement Team. Leverages organizational knowledge and insights to enhance retirement benefits program effectiveness; contributes to knowledge sharing initiatives with the Retirement Team; and documents processes, procedures and best practices to ensure continuity and consistency. Collaborate with the AVP of Retirement on the design of the Retirement strategy to meet Jefferson's established goals and objectives. Interact with all levels of the enterprise to ensure that retirement plans align and support the enterprises' strategic and business objectives. Identifies opportunities and makes recommendations for process improvements and program enhancements; proactively adopts and leverages technology tolls to improve efficiency, accuracy and user experience.

Minimum Qualifications

• Bachelor’s Degree or equivalent work experience
• 5 years in Retirement Benefits Management and Administration
• Proficiency with Microsoft Word
• Working knowledge of Microsoft Excel, include ability to work with formulas and pivot tables
• Strong analytical skills; critical thinking skills; and attention to detail
• Experience working with an enterprise human capital management system
• Skilled in process management
• Ability to listen actively, communicate clearly and empathetically, take responsibility, adapt and exercise self-control under pressure

Preferred Qualifications

• Master’s Degree in human resources, business, or related field
• PHR - Professional in Human Resources - HR Certification Institute
• CP - Certified Professional - Society for Human Resource Management
• CEBS - Certified Employee Benefits Specialist - International Foundation of Employee Benefit Plans

Additional Qualifications

• Working knowledge of relevant federal and state regulations, filing and compliance requirements affecting employee retirement benefits programs, including ERISA, Social Security and DOL requirements.

Physical Demands

• Lift and carry 25 lbs.
• frequent sitting/standing
• frequent keyboard use
• *patient care providers may be required to perform activities specific to their role including kneeling, bending, squatting and performing CPR.

Job Description Disclaimer

This position description provides the major duties/responsibilities, requirements and working conditions for the position. It is intended to be an accurate reflection of the current position, however management reserves the right to revise or change as necessary to meet organizational needs. Other responsibilities may be assigned when circumstances require.

Work Shift

Workday Day (United States of America)

Worker Sub Type Regular Employee Entity Primary Location Address 1101 Market, Philadelphia, Pennsylvania, United States of America

Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years. Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status. Benefits Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance. For more benefits information, please click here In keeping with Jefferson's Mission, We Improve Lives, it is our goal to recruit, retain, develop and reward highly-qualified employees. If you are enthusiastic, caring and dedicated to service excellence, we invite you to consider joining Jefferson. Jefferson encourages its employees to expand their knowledge and develop their careers through growth opportunities and continuing education. With a long standing history, Jefferson has been advancing the medical field from the heart of Center City Philadelphia for nearly 200 years. Our Mission, We Improve Lives, expands to every corner of the organization. From our weekly farmer’s market, to our new Jefferson Accelerator Zone for innovation, our employees’ passion for the community is evident by the daily gestures towards our patients, students and each other.