Retirement Supervisor

First Student; Cincinnati (OH); On-site; USD 90,000 - 95,000; Full time

Job summary

First Student is seeking a Retirement Benefits Supervisor to lead retirement plan administration, partner with internal and external stakeholders, and ensure accurate, timely, compliant retirement benefits support.

The role supports regulatory compliance, vendor management, and continuous improvement across retirement processes; requires 9+ years' experience, strong analytical and communication skills, and Workday/Power BI proficiency.

Qualifications

• Bachelor's degree in HR, Business Administration, Finance, or related field, or equivalent work experience.
• 9+ years of retirement administration experience.
• Strong knowledge of retirement regulations and compliance requirements.
• Strong analytical, organizational, communication, and presentation skills.
• Ability to adapt to changing priorities and deliver results in a dynamic environment.
• Ability to handle confidential information with discretion.
• Experience with unionized workforces and Collective Bargaining Agreements.
• Supervisory or team lead experience.
• Proficiency with Microsoft Office, Excel, Power BI, or similar reporting tools.
• Advanced data analytics, modeling, or forecasting experience.
• Workday knowledge.

Responsibilities

• Lead key annual retirement plan activities including nondiscrimination testing, Form 5500 filings, audits, and minimum distribution reviews.
• Ensure plans are administered in compliance with requirements and plan provisions.
• Maintain accurate documentation for retirement administration activities.
• Resolve escalated retirement plan matters and coach team members on complex issues.
• Lead data reviews, clean-up initiatives, and coordinate related work.
• Support system and process changes, including testing and interface validation.
• Analyze benefits data to identify trends, improve efficiency, and support enhancements.
• Support special projects and partner with stakeholders and vendors for service improvements.

Skills

Retirement administration

Analytical skills

Communication

Presentation skills

Leadership

Regulatory compliance

Discretion with confidential info

Team collaboration

Microsoft Office

Power BI

Education

Bachelor's degree in HR/Business/Finance

Tools

Workday

Excel

Power BI

Job description

First Student is seeking a Retirement Benefits Supervisor to serve as a senior-level individual contributor responsible for supporting the administration of its retirement and outside union plans. This role will function as a trusted subject matter expert, partner with internal stakeholders and external vendors, and help ensure employees receive accurate, timely, and compliant retirement benefits support.

The position supports employee experience, regulatory compliance, vendor management, and continuous improvement across retirement benefits processes.

Responsibilities

Plan Administration & Compliance

• Lead key annual retirement plan activities, including nondiscrimination testing, Form 5500 filings and audits, required minimum distribution reviews, and highly compensated employee determinations.
• Ensure plans are administered in compliance with federal and state requirements and plan provisions.
• Maintain accurate process documentation for assigned retirement administration activities.

Team Leadership & Escalation Support

• Resolve escalated retirement plan matters, including complex benefit calculations and participant inquiries.
• Coach and support retirement benefits team members as they navigate complex matters, policies, and procedures.

Data, Systems & Process Improvement

• Lead data reviews, clean-up initiatives, and related team coordination.
• Support system and process changes, including requirements review, user acceptance testing, and interface validation.
• Analyze benefits data and costs to identify trends, improve efficiency, and support program enhancements.

Projects & Stakeholder Partnership

• Support special projects, acquisitions, and broader HR initiatives through analysis, recommendations, and technical expertise.
• Partner with internal stakeholders and vendors to ensure accurate administration, timely issue resolution, and service improvement.

Required Qualifications

• Bachelor's degree in Human Resources, Business Administration, Finance, or related field, or equivalent work experience.
• 9+ years of retirement administration experience.
• Strong knowledge of retirement regulations and compliance requirements.
• Strong analytical, organizational, communication, and presentation skills.
• Ability to adapt to changing priorities and deliver results in a dynamic environment.
• Ability to handle confidential information with discretion.
• Experience with unionized workforces and Collective Bargaining Agreements.
• Supervisory or team lead experience.
• Proficiency with Microsoft Office, Excel, Power BI, or similar reporting tools.
• Advanced data analytics, modeling, or forecasting experience.
• Workday knowledge.

Compensation ranges from $90,000-$95,000 depending on experience.

Language Requirement

This role requires English proficiency. Federal, state, and local requirements, including U.S. Department of Transportation (DOT) regulations, require training, safety communications, company policies, employment documents, and other job-related communications be conducted in English.

First for a reason:

At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our employees are at the forefront of safety and innovation; they create and implement the most advanced training and technology the transportation industry has to offer.

In the state of Washington, all technician and driving positions, including but not limited to van drivers and any other position requiring employees to drive a company-owned vehicle, are considered safety-sensitive and are therefore subject to drug and alcohol testing, including cannabis.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. First is also committed to providing a drug-free workplace. First will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Ordinance, and any other fair chance law.

Philadelphia's Fair Criminal Record Screening Standards Ordinance Poster is at this link or upon request https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf.