Retirement and Savings Plan Specialist - Operations/Data

As part of the Retirement & Savings Team (R&S) this role is responsible for assisting the Manager of Savings Plans in the day-to-day administration of all FCA defined contribution plans and financial wellness programs

• Oversees daily administration of savings plans, ensuring regulatory compliance and supporting internal and external audits, employee communications, and plan design
• Manage weekly, biweekly, and monthly funding and reconciliation of employee and employer contributions
• Perform daily rate reconciliation to ensure accuracy
• Lead monthly, quarterly, and annual audits for all savings plans
• Coordinate with third-party vendors on plan administration and operations
• Serve as liaison between ICT and Retirement & Savings, managing system issues across Payroll, PeopleSoft HR, and Workday
• Respond to day-to-day employee inquiries related to savings plans
• Support the Manager with data-intensive reviews for external audits, annual compliance testing, and vendor invoices
• Collect and analyze data to support cash forecasting and budgeting for savings plans
• Monitor and maintain automation tools for savings plan invoicing, including tracking, auditing, and payment processing
• Oversee Retirement & Savings mailbox automation, ensuring accurate tracking and case status updates
• Support UAW negotiations related to savings plans
• Develop data visualization dashboards highlighting key savings metrics (e.g., participation and deferral rates)

Requirements:

Basic Qualifications:

• Bachelor's degree in Finance, Business Administration, or related field
• Minimum 5 years of experience in retirement plans, benefits administration, or defined contribution plan management (e.g., 401(k), 403(b))
• Strong understanding of defined contribution plan design, compliance, and regulations (e.g., ERISA, IRS rules)
• Deep understanding of data analytics and AI
• Strong analytical skills with an ability to drive change using data
• Ability to quickly analyze and interpret data
• Adept at Microsoft 365
• Aptitude for working in a fast-paced, entrepreneurial environment
• Excellent organizational, written and verbal communication skills
• Ability to professionally and effectively interact with all levels of union and management, including union benefit reps, represented and non-represented employees, and upper management
• Ability to manage, execute, and deliver on multiple projects with competing priorities within established deadlines
• Demonstrate maximum integrity with confidential information
• Percent Travel: 0-20%

Preferred Qualifications:

• Advanced user of Microsoft 365 including experience with Power Platform tools such as Power Automate, Power BI, Power Apps
• Experience with savings plan communications – design and execution of communications campaign.
• Savings plan – Benefit Plan Audit experience
• Knowledge of FCA systems and ability to run reports
• Experience in the administration of qualified defined contribution plans and knowledge of ERISA and IRC
• Experience with savings plan administration activities including contributions, distributions, loans, and enrollments
• Knowledge of recordkeeping platforms and payroll integration processes