Senior Retirement & Financial Wellbeing Analyst

Swirecc; Draper, Northern (UT, KY); Hybrid; USD 95,000 - 115,000; Full time

Job summary

Swire Coca-Cola is seeking a Senior Retirement Plan Benefits Analyst to lead the day-to-day administration of its retirement programs, including 401(k), union pension, and non-qualified plans, while owning the Financial Wellbeing portfolio. The role requires managing multiple programs with limited oversight and driving process improvements.

The candidate should have extensive retirement plan experience, ERISA knowledge, and the ability to partner with vendors, HR, payroll, and counsel to ensure

Qualifications

• Bachelor's degree in HR, Business, Finance, or related field required.
• 5+ years of retirement plan administration experience.
• ERISA coursework or fiduciary responsibility preferred.
• CEBS, CBP, or RPA designation preferred.
• Experience with union pension and non-qualified retirement plans preferred.

Responsibilities

• Manages day-to-day administration, governance, and vendor coordination for retirement programs.
• Owns Financial Wellbeing programs, vendor management, engagement, and measurement.
• Coordinates audits and non-discrimination testing, analyzes findings, and communicates results.
• Partners with ERISA counsel on plan interpretation, compliance, and regulatory requirements.
• Collaborates with Payroll on contributions, loan repayments, and processing improvements.
• Conducts audits of plan deductions and employer matching processing, identifies discrepancies.
• Resolves escalations and prepares analyses for leadership review.
• Supports Retirement Committee governance and meeting administration.
• Identifies recurring issues and drives program/process improvements.
• Represents retirement operations in cross-functional meetings and vendor forums.

Skills

Retirement admin

Vendor management

ERISA knowledge

Education

Bachelor's degree

ERISA coursework preferred

CEBS/CBP/RPA preferred

Job description

Swire Coca-Cola is seeking a Senior Retirement Plan Benefits Analyst to lead the day-to-day administration of its retirement programs, including 401(k), union pension, and non-qualified plans, while owning the Financial Wellbeing portfolio. The role requires managing multiple programs with limited oversight and driving process improvements.

The candidate should have extensive retirement plan experience, ERISA knowledge, and the ability to partner with vendors, HR, payroll, and counsel to ensure