Senior Retirement & Financial Wellbeing Analyst

Swire-Coca--cola; Draper (UT); On-site; USD 95,000 - 130,000; Full time

Job summary

Swire Coca-Cola is seeking a Senior Retirement Plan Benefits Analyst to manage day-to-day administration of 401(k), union pension, and non-qualified plans. You will own the Financial Wellbeing program portfolio and partner with stakeholders on policy and process improvements.

The role requires 5+ years in retirement plan administration, ERISA knowledge, and strong governance experience. Collaboration with Payroll, ERISA counsel, and external vendors is essential for success.

Qualifications

• Bachelor's degree required.
• 5+ years of retirement plan administration experience.
• Experience with union pension and non-qualified retirement plans preferred.
• Knowledge of ERISA, DOL, and IRS regulations.
• CEBS, CBP, or RPA designation preferred.

Responsibilities

• Manage day-to-day administration, governance, and vendor coordination for retirement programs.
• Own Swire Coca-Cola's Financial Wellbeing programs, including vendor management and engagement.
• Coordinate annual audits and non-discrimination testing; analyze findings and communicate recommendations.
• Collaborate with Payroll on retirement contributions, processing, and improvements.
• Assist Retirement Committee governance through meetings, agenda prep, and minute-taking.
• Identify recurring issues and drive improvements to programs, processes, and systems.
• Represent retirement operations in cross-functional meetings and vendor governance forums.

Skills

Retirement plan administration

Vendor management

ERISA knowledge

Stakeholder engagement

Audits and testing

Financial Wellbeing programs

Problem solving

Cross-functional collaboration

Education

Bachelor's degree in HR/Business/Finance

ERISA coursework

CEBS/CBP/RPA designation preferred

Tools

Dayforce

HRIS/ERP systems

Job description

Swire Coca-Cola is seeking a Senior Retirement Plan Benefits Analyst to manage day-to-day administration of 401(k), union pension, and non-qualified plans. You will own the Financial Wellbeing program portfolio and partner with stakeholders on policy and process improvements.

The role requires 5+ years in retirement plan administration, ERISA knowledge, and strong governance experience. Collaboration with Payroll, ERISA counsel, and external vendors is essential for success.