Retirement Supervisor

FIRST MANAGEMENT SERVICES LLC; Kentucky; On-site; USD 90,000 - 95,000; Full time

Job summary

First Student is seeking a Retirement Benefits Supervisor to act as a senior contributor responsible for supporting retirement plan administration and compliance. You will partner with internal stakeholders and external vendors to ensure accurate, timely benefits support and drive process improvements.

You will lead plan activities, supervise a benefits team, and leverage data analytics using tools like Excel and Power BI.

Qualifications

• Bachelor’s degree in HR, Business Administration, Finance, or related field.
• 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.
• Workday knowledge.

Responsibilities

• Plan Administration & Compliance: Lead key annual retirement plan activities, including nondiscrimination testing, Form 5500 filings and audits, required minimum distributions reviews, and highly compensated employee determinations.
• Team Leadership & Escalation: Resolve escalated retirement plan matters, coach and support team members.
• Data, Systems & Process Improvement: Lead data reviews, clean-up initiatives, and interface validation; analyze benefits data and costs.
• Projects & Stakeholder Partnership: Support special projects and partner with internal stakeholders and vendors.

Skills

Retirement administration

Regulatory compliance

Data analysis

Communication skills

Presentation skills

Team leadership

Confidential handling

Workday knowledge

Unionized workforce experience

Microsoft Office

Power BI

Education

Bachelor’s degree in HR/Business/Finance

Tools

Workday

Excel

Power BI

Microsoft Office

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.

MISSION

Provide unmatched care and the safest ride to school, so when students arrive, they start and end their day with an exceptional experience and are ready to achieve their full potential.

FOCUS ON SAFETY

Safety is at the heart of everything we do.

CARE FOR OUR STUDENTS

Ensure our vehicles are welcoming and trusted places where students feel comfortable and secure.

SURPASS CUSTOMER EXPECTATIONS

Go the extra mile to deliver an extraordinary experience for our customers and communities.

FOSTER TEAMWORK

Work together, act with integrity, respect each other, champion diversity and inclusion.

SET THE HIGHEST STANDARDS

Continually seek a better way to do things with innovation, sustainable practices, financial discipline, commercial excellence, and operational excellence.