The ideal candidate combines strong interpersonal, analytical, and organizational skills with financial acumen and critical thinking to assess employee needs, analyze complex data, and coordinate financial wellness initiatives. They play a key role in promoting financial literacy, supporting retirement readiness, driving process improvements, and aligning programs with organizational objectives, all while exercising discretion in handling confidential information. 

Essential Duties: 

• Prepare, analyze, and reconcile complex U.S. and international retirement plan data to ensure accurate management of retirement plan contributions, distributions, and compliance tasks. 

• Manage daily administration of retirement plans including 401(k), NQRSP, Phantom Stock, UK Pension, and Canadian RRSP plans. 

• Support the Director in plan research, implementation, communication, education, and documentation of multiple retirement plans. 

• Conduct audits of data to ensure accuracy and alignment with records.  

• Generate and reconcile payroll integration files for retirement plan contributions; resolve discrepancies. Coordinate wire requests for funding. 

• Verify and update Highly Compensated Employee (HCE) eligibility annually. 

• Coordinate NQRSP and Phantom Stock enrollments to ensure compliance with 409(a) regulations. 

• Validate monthly NQRSP and Phantom Stock distributions; ensure accurate and timely payments and tax compliance. 

• Manage Phantom Stock re-deferrals and in-service distributions. 

• Oversee 401(k) monthly eligibility, automatic enrollment, and annual escalation processes. 

• Collaborate with HRIT and vendors to ensure accurate data integrations and plan setup. 

• Support 401(k) annual audits by providing documentation to auditors. 

• Calculate the annual Match True-Up for the 401(k) Plan. 

• Lead the annual Total Rewards Statements project, coordinating cross-departmentally to deliver accurate associate statements. 

• Communicate effectively with stakeholders and vendors; manage special projects including legal research and data requests as needed. 

• Manage the relocation program and ensure alignment with business partner’s goals. 

• Manage the education assistance program including approving payments for reimbursement. 

• Assist associates with inquiries and questions concerning financial benefits. 

 Required:

• Organized and Efficient 

• Accurate Written and Verbal 

• Strong Microsoft Excel skills 

• Communication

• Excellent Customer Service 

• Proactive / Takes Initiative Cross-training / Critical Process Backup 

• Attention to Detail 

• High Level of Confidentiality

Preferred:

• 3+ years Retirement Plan Administration Experience or equivalent education experience College Degree 

• Workday Experience 

Competencies:

• Deliver Compelling Communication 

• Demonstrate Good Judgment 

• Learn Continuously 

• Build Customer Satisfaction