Job Description
Job Profile Summary The Senior Retirement Planning Specialist reports to the Retirement Plans Manager and focuses on:
- Employee Guidance and Education : Assist employees at all career stages with retirement planning, focusing on financial preparedness, mindset readiness, and maximizing company benefits.
- Communication and Analysis : Develop, implement, and evaluate leadership and employee development programs for retirement, including workshops, training sessions, and coaching, aligned with organizational goals and leadership competencies.
- Expertise and Support : Use data, assessment tools, and feedback to evaluate program effectiveness, refine initiatives, and stay updated on industry trends and best practices to drive organizational success.
Essential Functions and Responsibilities The Senior Retirement Planning Specialist plays a pivotal role in guiding employees toward successful retirement planning and financial security. This position supports a culture of care, excellence, and innovation by:
Employee Education and Support - Deliver impactful presentations and seminars on retirement planning, financial readiness, and benefit optimization.
- Provide personalized consultation to employees to help them maximize company benefits and achieve retirement goals.
- Collaborate with employees, retirees, and management to address retirement needs and provide expert guidance.
Plan Administration and Analysis - Analyze retirement plans, including pensions, retiree medical benefits, and 401(k), to ensure effective management and optimization.
- Monitor trends in retirement plans, preparing recommendations to maintain competitiveness and align with industry standards.
Reporting and Communication - Compile and process retirement-related reports, benefit statements, and correspondence with employees, vendors, and external stakeholders.
- Manage the preparation of materials such as benefit coverage analyses, legal reviews, and funding requirements.
Leadership and Guidance - Conduct employee communications, enrollment meetings, and retirement seminars.
- Provide leadership and guidance to junior staff members, as needed.
Education - Bachelor's Degree in human resources, business administration, related field, or an equivalent combination of formal education and the following job related experience: Business Administration/Management
Work Experience - Minimum of 5-8 years of experience in retirement planning, employee benefits or related field for mid-sized and large organizations.
- Interacts effectively with internal and external customers, providing clear and professional communication.
- Utilizes office tools, equipment, and software applications efficiently, including Human Resources Systems (HRS).
- Manages benefit plans while maintaining confidentiality and resolving problems with precision.
- Researches and analyzes employee benefit plans, surveys, policies, reports, procedures, and correspondence to ensure accuracy and compliance.
- Reviews and interprets company policies, governmental regulations, actuarial evaluations, legal opinions, contracts, and other benefit-related documents.
- Develops clear, actionable information and presents it effectively through meetings and presentations.
- Applies strong interpersonal and communication skills to advise and support employees and stakeholders.
- Expertise in retirement counseling and plan optimization strategies.
Knowledge, Skills and Abilities - Knowledge of: retirement plans, including pensions, 401(k), and retiree medical benefits.
- Knowledge of: Social Security and Medicare regulations and benefits.
- Knowledge of: employee benefit plans, policies, procedures, and related governmental laws and regulations.
- Skills in: preparing and analyzing reports, benefit statements, and related documentation.
- Skills in: evaluating and managing retirement plan trends.
- Skills in: collaborating with employees, retirees, and external stakeholders.
- Ability to: interpret and ensure compliance with government regulations related to retirement benefits.
- Ability to: manage multiple priorities and meet deadlines effectively.
- Ability to: guide junior staff and support team initiatives.
Licenses and Certifications - Certified Employee Benefits Specialist (CEBS)-IFEBP or
- Professional in Human Resources (PHR)-HRCI preferred
Ref: #208-Eng Tulsa
Job Tags
Work experience placement,