Retirement Programs Manager

Job Summary
The Retirement Programs Manager is an individual contributor role responsible for the administration of The Pasha Group's retirement programs and other benefit programs encompassing multiple entities, including both union and non-union employee groups, ensuring operational efficiency, timely reporting, and adherence to all applicable regulations and agreements.

Primary Objectives

• Manage accurate and efficient administration of multiple retirement plans, including defined benefit, defined contribution, and other retirement programs.
• Maintain compliance with ERISA, IRS, DOL, and other applicable regulations across all plans.
• Serve as a subject matter expert and liaison between internal stakeholders, external vendors, and plan participants.
• Lead process improvements and implement best practices for retirement plan administration across entities.

Duties and Responsibilities

• Administer day-to-day operations of retirement plans and programs, including eligibility, contributions, distributions, loan administration, plan audits, required testing, reporting, and filings.
• Manage coordination between service providers and payroll for processing of transactions, including timely, accurate communication and documentation practices relating to deductions, plan remittances, and reconciliations.
• Prepare and submit required filings within required timeframes, including Form 5500 and other regulatory documents.
• Manage retirement plan and benefit program projects and initiatives including establishment of new plans, plan consolidations, restatements, and amendments.
• Coordinate and facilitate Retirement Plan Committee (RPC) meetings, record keeping, and data requests.
• Research and recommend changes to plan design, TPA services, and materials.
• Implement and project manage decisions made by the RPC incorporating compliance requirements, communication plans, and operations process changes.
• Establish and manage relationships with recordkeepers, third-party administrators (TPA), trustees, legal advisors, and other service providers.
• Analyze plan performance, costs, and trends to provide strategic recommendations to leadership.
• Prepare and deliver presentations and program materials including required notices, program-related correspondence, plan summaries, and enrollment, transaction and claims materials.
• Conduct regular plan reviews to ensure compliance with regulations and alignment with organizational goals.
• Address and resolve complex participant issues and inquiries in a timely and professional manner.
• Provide support to the Benefits team with benefits administration and initiatives as needed.
• Collaborate with cross-functional HR leadership teams to research, implement, and manage programs and initiatives that enhance the employee value proposition.
• Support budgeting and collective bargaining processes by providing timely, accurate, retirement plan data, projections, and insights.
• Establish and manage controls and review processes to confirm program compliance with applicable federal, state and local laws, and internal business controls.
• Ensure awareness of plan design elements, requirements, and considerations relating to eligibility and enrollment, including interaction with other programs.
• Support process enhancements and automation to optimize user experience and drive effective use and maintenance of vendor systems, HRIS, and other technology tools.
• Other duties as assigned.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

• Bachelor's degree in Human Resources or equivalent combination of relevant, college-level coursework and applied experience required

Licenses and Certifications

• Certified Employee Benefits Specialist (CEBS), Qualified Pension Administrator (QPA), or similar professional certifications preferred

Work Experience

• 5+ years' directly-related retirement plan administration experience required
• 5+ years' directly-related full-cycle benefits experience required
• 3+ years' experience with retirement recordkeeping platforms such as Fidelity Investments, Voya Financial, Principal Financial Group, T. Rowe Price or similar platforms required
• Experience with administration of retirement plans in a multi-employer and/or union plan environment required
• Supervisory or leadership experience preferred

Required Knowledge, Skills and Abilities

• In-depth understanding of features and mechanics of a broad variety of defined contribution and defined benefit retirement programs.
• Solid understanding of ERISA and all applicable requirements, regulations, and federal and state laws relating to retirement plans.
• Ability to effectively balance the needs of the business with the needs of individual employees and to manage processes to maximize positive outcomes.
• Knowledge and understanding of features, processes, and regulations related to employee benefit programs.
• Strong analytical skills and attention to detail with the ability to interpret and explain complex plan documents and regulations.
• Excellent process and documentation management skills.
• Excellent verbal and written communication skills.
• Ability to properly handle confidential and sensitive information and materials, detailed understanding of applicable privacy and information security regulations.
• Excellent research, project planning, and time management skills.
• Familiarity with HRIS and vendor systems and reporting tools.
• Demonstrated intermediate level proficiency with Microsoft Office products including Excel, Word, PowerPoint, and Outlook.

Preferred Knowledge, Skills and Abilities

• Advanced Excel, presentation, and analytical skills preferred.

Competencies

• Builds High-Performing Teams Selects, organizes, and motivates colleagues to work together in a committed way to achieve a common mission and ensures a pipeline of talent for the future.
• Delivers Results Rigorously drives self and others to achieve high levels of individual and organization performance.
• Engages & Inspires Others Leads with energy, self-confidence and understanding in ways that motivate colleagues to achieve more than they thought possible.
• Focuses on the Customer & Market Continuously evaluates what is important to the customer/client and develops products or solutions that exceed expectations.
• Makes Sound Business Decisions Makes timely and well-informed decisions that advance critical priorities, capitalize on new opportunities, and resolve problems.
• Partners Across Boundaries Works collaboratively and effectively with colleagues throughout the company toward the common good of The Pasha Group.
• Practices our Values Supports and models The Pasha Way; conduct reflects Excellence, Honesty, Integrity, Innovation and Teamwork.

PHYSICAL DEMANDS, WORK ENVIRONMENT, AND TRAVEL
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Hear and speak with sufficient clarity to understand and engage in telephonic information exchange; hear and understand verbal instructions; give and receive information verbally in person or via communication device - Often
• Walk/travel within office environment, crouch/bend to access floor-level storage - Often
• Use hands/fingers to operate office equipment, type/complete data input, write - Often
• Reach with hands, arms; lift, move and manipulate objects weighing up to 20 pounds - Occasionally
• Sight sufficient to read instructions, documents, and screen-based information - Often
• Use hands/fingers to manipulate and file documents, folders, small objects - Regularly

Working Environment
This role requires work that may involve the following environmental conditions:

• Corporate office environment

Travel
10% Must be able to travel independently to U.S. locations including Hawaii.

Screening Requirements
Background Checks

Must be fully vaccinated against COVID-19, except as prohibited by law.
The information included in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive or exhaustive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.