Senior Retirement & Financial Wellbeing Analyst

Swire Coca-Cola, USA; Draper (UT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health coverage

401(k) Retirement Plan with company  ‑

Health Savings Accounts with company  

Free telehealth and care

Employee Assistance Program

Paid time off and leave benefits

Tuition reimbursement

Career advancement opportunities

Job summary

Swire Coca-Cola seeks a Senior Retirement Plan Benefits Analyst to manage day-to-day retirement program administration (401(k), pension, non-qualified plans) and to own the Financial Wellbeing program portfolio. You will coordinate audits, collaborate with ERISA counsel, and work with Payroll on contributions and system improvements.

You will partner with internal and external stakeholders to enhance plans, ensure compliance, and drive process improvements in a fast-paced, community-focused

Qualifications

• Bachelor's degree in HR, Business Admin, Finance, or related field.
• for other education and experience combinations may apply.
• Minimum 5+ years in retirement plan administration, including 401(k) and non-qualified plans.
• Coursework in ERISA, retirement plan administration, or ERISA fiduciary responsibility preferred.
• CEBS, CBP, or RPA designation preferred.
• Experience with union pension and non-qualified retirement plans preferred.
• Experience managing external vendors, auditors, ERISA counsel, and retirement plan committees preferred.
• Working knowledge of retirement plan administration, ERISA, DOL/IRS regs, audits, and Financial Wellbeing programs.

Responsibilities

• Manages day-to-day administration, governance, and vendor coordination for retirement programs including 401(k).
• Owns Financial Wellbeing programs, vendor management, engagement, and program effectiveness.
• Coordinates annual audits and non-discrimination testing, analyzes findings, and communicates results.
• Collaborates with ERISA counsel on plan interpretation, compliance, and plan documents.
• Partners with Payroll on retirement contributions, processing, and improvements.
• Conducts audits of plan deductions and employer match processing; identifies discrepancies and actions.
• Resolves escalations and prepares analyses and recommendations for leadership.
• Supports Retirement Committee governance and meeting logistics.
• Identifies recurring issues and drives program/process improvements.
• Represents retirement operations in cross-functional meetings and vendor governance forums.

Skills

Retirement plan administration

Vendor management

ERISA knowledge

Regulatory compliance

Analytical thinking

Cross-functional collaboration

Process improvement

Education

Bachelor's degree in HR/Business/Finance

CEBS/CBP/RPA designation preferred

Tools

Dayforce

Job description

Swire Coca-Cola seeks a Senior Retirement Plan Benefits Analyst to manage day-to-day retirement program administration (401(k), pension, non-qualified plans) and to own the Financial Wellbeing program portfolio. You will coordinate audits, collaborate with ERISA counsel, and work with Payroll on contributions and system improvements.

You will partner with internal and external stakeholders to enhance plans, ensure compliance, and drive process improvements in a fast-paced, community-focused