Retirement Plans Specialist

Jefferson Health; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Retirement plan

Tuition assistance

Dental and vision

Job summary

Jefferson Health seeks a Retirement Plans Specialist to act as a subject matter expert for defined benefit and defined contribution retirement programs. You will provide escalation support to colleagues, HR partners, and managers, ensuring accurate and timely processing of retirement benefits transactions.

The role focuses on enrollment, plan changes, data integrity across systems, and collaboration with internal and external partners to optimize retirement program delivery and customer service.

Qualifications

• Bachelor’s Degree in related field or equivalent work experience.
• 2 years in Benefits Administration.
• 3 years in Human Resources Operations (preferred).

Responsibilities

• Serve as SME and point of contact for escalated retirement benefits inquiries.
• Resolve benefits issues with internal and external partners.
• Guide colleagues through enrollment and plan changes.
• Process retirement benefits transactions accurately and timely.
• Maintain retirement records and data integrity across systems.
• Support enrollment activities and vendor communications.
• Analyze data to recommend process improvements.
• Document processes and best practices.

Skills

Analytical skills

Excel

Word

Pivot tables

Communication

Process management

Attention to detail

Education

Bachelor’s Degree

Tools

HRIS

Job description

Retirement Plans Specialist### Retirement Plans SpecialistApply: Philadelphia, PA: Full time: Posted Yesterday: REQ-0035609**Number of Positions In Requisition**1**Job Details**The Retirement Benefits Analyst serves as a subject matter expert for the organization's Defined Benefit and Defined Contribution retirement programs. The Retirement Benefits Analyst provides comprehensive escalation support to stakeholders, including colleagues, managers, and HR business partners while maintaining critical administrative functions across all retirement benefit plans. The Retirement Benefits Analyst is charged with using analytical problem-solving skills and subject matter expertise to execute and support assigned retirement benefits programs and to provide exceptional customer service to stakeholders.**Job Description*** 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; guides colleagues through retirement benefits enrollment processes, , and plan changes; responds to inquiries via phone, email, and in-person meetings in a timely and professional manner; ensures complete resolution of retirement benefits inquiries; participates in colleague and new hire benefits presentations; escalates complex benefits inquiries as necessary.* Ensures the timely and accurate processing of retirement benefits transactions in accordance with best practices and applicable legal requirements; maintains accurate retirement benefits records and ensures data integrity across systems; coordinates with internal stakeholders and external vendors to ensure accurate and compliant processing and reconciliation of retirement benefits transactions; supports enrollment activities including communications, system updates, and employee meetings; reconciles and processes retirement benefits-related invoices.* Supports the implementation of new retirement benefits programs through administrative setup and employee communications; maintains ongoing retirement benefits operations through proactive monitoring and issue resolution; collaborates with cross-functional teams to ensure seamless program delivery and colleague experience.* Analyzes data sources to provide evidence-based recommendations about process improvement within the retirement domain; and researches and analyzes retirement benefits-related issues to identify root causes and develops resolution recommendations.* Leverages organizational knowledge and insights to enhance retirement benefits program effectiveness; contributes to knowledge sharing initiatives within the Retirement Team; and documents processes, procedures, and best practices to ensure continuity and consistency.* Identifies opportunities and makes recommendations for process improvements and program enhancements; proactively adopts and leverages technology tools to improve efficiency, accuracy, and user experience.**Education - Required*** Bachelor’s Degree in related field or equivalent work experience**Experience - Required*** 2 years in Benefits Administration**Experience - Preferred*** 3 years in Human Resources Operations**Knowledge, Skills and Abilities - Required*** Proficiency with Microsoft Word* Working knowledge of Microsoft Excel, including 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.**Knowledge, Skills and Abilities - Preferred*** Working knowledge of relevant federal and state regulations, filing and compliance requirements affecting employee benefit programs, including ERISA, COBRA, FMLA, ADA, Section 125, Medicare and Social Security, and DOL requirements.* Experience working with outsourced benefits administration vendors**Licenses and Certifications - Preferred*** PHR - Professional in Human Resources - HR Certification Institute or* CP - Certified Professional - Society for Human Resource Management or* CCP - Certified Compensation Professional - WorldatWork or* CEBS - Certified Employee Benefits Specialist - International Foundation of Employee Benefit Plans**Work Shift**Workday Day (United States of America)**Worker Sub Type**Regular**Employee Entity**Thomas Jefferson University**Primary Location Address**1101 Market, Philadelphia, Pennsylvania, United States of AmericaNationally 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