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Retirement Plan Manager

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Salary

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The expected base salary range for this role is $100,000-$115,000 per year DOE. Actual compensation will be determined based on a number of factors including skills, experience, qualifications, and location.

This role is also eligible for performance-based bonuses and a comprehensive U.S. based benefits package, including:

  • Medical, dental, and vision insurance
  • 401(k) with company match
  • 5 weeks of paid time off and company holidays
  • Wellness programs and employee assistance resources
  • Professional development support

For more information, visit our full benefits overview here - www.salasobrien.com/benefits

Job Summary: The Retirement Plan Manager is a subject matter expert role responsible for analyzing and administering company-wide retirement and financial wellness offerings for our diverse team. The role will spearhead our US and Canada retirement programs, ensuring that we continue to attract, support, and retain the best talent in our industry. Joining a fast-paced and respected firm on a dramatic growth path, the Retirement Plan Manager will have the opportunity to develop broad retirement plan and financial wellness strategies with a direct impact on our future success.

General duties:

  • Manage a competitive retirement, financial and education benefits strategy that cost-effectively meets the evolving needs of our diverse employee base and promotes financial wellbeing.
  • Oversee administration for our US and Canada retirement, financial and education benefit programs, including data and integrations across internal and external systems and partners. Develop and execute controls to ensure benefits are well managed and mitigate operational risk.
  • Develop communication strategies to engage employees in exploring available benefit programs, taking an active role in managing their overall financial wellbeing.
  • Manage and develop strong partnerships with the plan recordkeepers, investment advisor, and third-party administrator. Assess vendor performance regularly and collaborate with vendors to resolve issues and ensure seamless administration.
  • Complete in-depth due diligence during the M&A process related to retirement benefit packages. Partner with vendors and incoming M&A entities to ensure the retirement plan merger process is thorough and complete.
  • Recommend revisions and modifications to plans based on performance in conjunction with our investment advisor, recordkeeper, and third-party administrator.
  • Provide support and assistance to employees with benefit-related inquiries, claims, and issues. Act as the point of contact for escalated benefit matters and offer timely resolutions.
  • Develop processes and procedures to assure timely and accurate reporting and compliance with all regulatory requirements, including ERISA, DOL and other applicable laws.
  • Maintain knowledge of trends, developments, best practices, and legal and regulatory changes in retirement planning and administration.
  • Lead the annual retirement audit process and internal retirement committee

Skills

  • Strong understanding of fiduciary responsibilities including management of retirement/investment committees required
  • Extensive M&A experience including benefit comparisons, plan terminations and 401(k) mergers preferred
  • Knowledge of different retirement plan types and operations preferred
  • Experience with Canada RRSP plans is helpful
  • Excellent analytical and decision-making skills
  • Extensive knowledge of retirement plan programs, including federal legislation
  • Ability to influence and manage change within a virtual environment
  • Superior verbal and written communication
  • Extremely proficient in Microsoft Office Suite; Advanced Excel skills a must
  • Excellent organizational skills and attention to detail.
  • Excellent time management skills with a proven ability to meet deadlines.

Qualifications

  • Educational Background: Bachelor's degree in Human Resources, Management, Business Administration or related field preferred
  • Experience: Minimum Five years’ experience working with corporate retirement plans required
  • Collaboration: Demonstrated ability to work effectively with others to achieve shared goals. Strong collaborative interpersonal skills to build partnerships and foster trust.
  • Adaptability: Flexibility and willingness to work on various projects and tasks, embracing new challenges with enthusiasm.
  • Initiative: Demonstrated ability to work independently and take initiative to drive projects forward.

Location: Remote - US

Travel: none

About Us:

Founded in 1975, Salas O’Brien is an employee-owned engineering and professional services firm focused on achieving impact for our clients, our team, and the world. We know that tomorrow’s requirements are today’s opportunities, and we are here to design lasting solutions for pressing challenges.

We work across a variety of industries providing integrated engineering and consulting services. Our specialized experience includes design for data centers, healthcare, science and technology, high-rise buildings, clean energy, education, and other building types as well as structural and building sciences, infrastructure asset management, advanced robotics, and more.

Our technical expertise is paired with an exceptional team of business development, human resources, finance and accounting, information technology, and marketing professionals, all of whom play a key role in bringing our commitments to life every day.

Equal Opportunity Employment Statement

Salas O’Brien provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state/provincial, or local laws. Salas O’Brien will accommodate the disability-related needs of applicants as required by law.

Third-Party Agency Notice
Salas O’Brien does not accept unsolicited resumes from external recruiters or agencies. We only work with approved partners engaged directly by our Talent Acquisition team for specific searches. Unsolicited submissions will not be eligible for placement fees.

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Experience

Required
  • 5 year(s): Minimum Five years’ experience working with corporate retirement plans required

Education

Preferred
  • Bachelors or better in Human Resource Administration or related field

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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