retirement benefits specialist

Kymera International

<div>Description: 
The Total Rewards Specialist supports the administration and coordination of compensation, benefits, and incentive programs within the HR Operations Center of Excellence (COE). This role focuses on ensuring total rewards programs are administered accurately, consistently, and in compliance with company policies and regulatory requirements.
The Total Rewards Specialist works closely with HR leadership, Payroll, Finance, and HRIS teams to support compensation processes, benefits administration, and employee inquiries related to total rewards programs. This role is primarily operational and administrative in nature, supporting the execution of total rewards programs across the organization.
Requirements: 
Compensation Administration<ul><li>
Administer salary structures, job benchmarking, and compensation data tracking.</li><li>
Support and manage annual merit increase and incentive program processes.</li><li>
Maintain accurate compensation records, files, and related documentation.</li><li>
Prepare compensation reports, analyses, and supporting data as needed.</li></ul> 
Benefits Administration<ul><li>
Administer health, welfare, retirement, and 401(k) programs, including eligibility, enrollments, and ongoing plan administration.</li><li>
Coordinate open enrollment activities, including preparation and employee communications.</li><li>
Serve as a primary point of contact for employee benefit and 401(k) questions.</li><li>
Partner with benefits vendors, recordkeepers, and brokers to support program administration and resolve issues.</li><li>
Assist with 401(k) plan processes, including contributions, loan and distribution coordination and general plan support.</li></ul> 
HRIS &amp; Payroll Coordination<ul><li>
Maintain accurate compensation and benefits data within HR systems.</li><li>
Partner with Payroll to ensure proper setup and maintenance of deductions, earnings codes, and 401(k) contributions and employer match configurations.</li><li>
Manage and maintain benefits and payroll file feeds, ensuring accurate data transmission between HRIS, payroll, and vendor systems.</li><li>
Perform regular audits of file feeds and system integrations to ensure data accuracy, completeness, and timeliness.</li><li>
Troubleshoot and resolve file feed errors in partnership with vendors, Payroll, and HRIS teams.</li><li>
Support system testing, updates, and process changes during HRIS enhancements and implementations.</li></ul> 
Employee Support<ul><li>
Respond to employee questions related to compensation, benefits, 401(k), and HR policies.</li><li>
Assist employees with benefit enrollments, 401(k) participation, and life event changes.</li><li>
Provide guidance on navigating HR systems and accessing total rewards resources.</li></ul> 
Compliance &amp; Documentation<ul><li>
Maintain documentation for total rewards programs, including 401(k) plan documentation, file feed processes, and standard operating procedures.</li><li>
Assist with compliance requirements related to benefits, compensation, and retirement plans (e.g., nondiscrimination testing support, audits, and filings).</li><li>
Support internal and external audit requests by gathering and validating total rewards data and documentation.</li><li>
Conduct periodic data audits across systems (HRIS, payroll, vendors) to ensure alignment and compliance.</li></ul> 
HR Operations Support<ul><li>
Demonstrate a willingness to learn and support additional areas within HR Operations.</li><li>
Provide cross-functional backup support to other areas within the HR Operations Center of Excellence.</li></ul> 
Work Environment 
<ul><li>Remote work environment with regular virtual collaboration across HR, Finance, Payroll, and HRIS teams</li><li>
 Standard business hours with occasional flexibility required during peak HR program periods such as open enrollment, merit cycles, or incentive payouts</li><li>
Flexibility to travel occasionally for team meetings, open enrollment, and audit assistance (No more than 15% of the time)</li></ul></div>

Specialist, Total Rewards

Cobalt Benefits Group, LLC

<div>Description:

Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. As a Senior Benefits Plan Document Specialist, you&rsquo;ll play an important role in helping us offer customized, self-funded insurance options to our clients and members.
The Senior Benefits Plan Document Specialist is responsible for drafting, revising, and maintaining comprehensive summary plan descriptions (SPDs), benefit summaries, and regulatory documents for our clients&rsquo; employee health and benefit plans. This role requires a deep understanding of self-insured healthcare plans, regulatory compliance, and industry best practices.
As a key contributor, the Senior Plan Design Specialist, Plan Documents will exercise independent judgment in interpreting ERISA, ACA, and other applicable laws to ensure documents remain compliant and accurately reflect benefit structures. This role involves frequent collaboration with internal teams, brokers, client representatives, and stop-loss carriers, making strong communication and analytical skills essential. 
Key Responsibilities:<ul><li>
Develop, review, and maintain Summary Plan Descriptions (SPDs), Summaries of Benefits and Coverage (SBCs), and related documents for self-insured medical, dental, and specialty benefit plans.</li><li>
Interpret and apply federal regulations (ERISA, ACA, COBRA, HIPAA) to ensure plan documents meet legal and compliance standards.</li><li>
Lead plan amendments and documentation updates, collaborating with account managers, implementation teams, brokers, and client representatives.</li><li>
Analyze and advise on plan design changes, ensuring alignment with regulatory requirements and industry standards.</li><li>
Maintain and enhance the electronic library of plan documents, ensuring version control and compliance with company policies.</li><li>
Serve as a subject matter expert on self-insured regulations, providing guidance and recommendations to internal stakeholders.</li><li>
Conduct research and stay current with evolving legislation to proactively update documents and advise on compliance matters.</li><li>
Provide strategic input on process improvements and document standardization to enhance operational efficiency.</li></ul>
Requirements:
<ul><li>Bachelor&rsquo;s degree in Business, Healthcare Administration, Legal Studies, or a related field (or equivalent experience).</li><li>
Minimum of 3 years of experience in benefit plan document drafting, compliance, or plan administration.</li><li>
Extensive knowledge of healthcare plan documents and self-insured industry practices required.</li><li>
Strong ability to interpret and apply federal laws and regulations (ERISA, ACA, COBRA, HIPAA).</li><li>
Experience working with third-party administrators (TPAs), stop-loss carriers, and brokers is highly preferred.</li><li>
Advanced proficiency in Microsoft Office (Word, Excel, Outlook) and document management systems.</li><li>
Exceptional analytical skills, attention to detail, and independent problem-solving abilities.</li><li>
Strong written and verbal communication skills, with the ability to explain complex concepts clearly.</li></ul>
Work Environment &amp; Physical Demands<ul><li>
Hybrid or remote work availability may be offered based on meeting key performance metrics.</li><li>
Prolonged periods of sitting may be required.</li><li>
Regular use of a computer, keyboard, and mouse is necessary; reasonable accommodations will be provided upon request.</li><li>
Employees should ensure an ergonomically appropriate desk and chair setup.</li><li>
Comfort with being on camera for virtual meetings (e.g., Microsoft Teams)</li></ul>
Benefits:
After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including:<ul><li>
Fantastic medical, dental, and vision insurance*</li><li>
Twice annual employer HSA contributions, covering 50% of the HDHP plan&rsquo;s annual deductible!</li><li>
Company provided Basic Life and AD&amp;D</li><li>
Company paid Short-Term and Long-Term Disability**</li><li>
Flexible Spending Accounts*</li><li>
401(k) Retirement Plan with up to a 6% employer-match** WOW! (100% fully vested after 3 years)</li><li>
10+ paid holidays</li><li>
Generous paid vacation and sick time</li><li>
Annual Volunteer Paid Day</li><li>
Annual Tuition Reimbursement</li><li>
Annual Health and Wellness Reimbursement</li><li>
Lots of fun company events</li></ul>
Who We are:
As a trusted third-party administrator (TPA) specializing in self-funded benefit plans, Cobalt Benefits Group (CBG) is committed to helping employers find high-quality coverage at a cost they can afford. We administer self-funded insurance benefits through our three companies: EBPA, Blue Benefit Administrators of Massachusetts, and CBA Blue.
With over 30 years of experience and a dedicated team of more than 200 employees, we work collaboratively to build customized self-funded health plans, manage claim payments and disputes, and administer other specialized programs such as FSAs, HSAs, COBRA, and retiree billing. Join us as we match employers across our region with the right solutions for their employee benefit needs. To learn more about working at CBG, visit https://www.cobaltbenefitsgroup.com/careers/.
Benefit Waiting Period Notes:<ul><li>60 day waiting period</li></ul>
**90 day waiting period</div>

Senior Benefits Plan Document Specialist, Self-Funded Healthcare Plans

Key Family of Companies

<div>Senior Connection is looking for a customer‑focused Medicare Retention Specialist to support our existing clients, help them evaluate their Medicare coverage, and ensure they continue to receive exceptional service year after year. This rewarding role helps keep our clients informed, engaged, and confident in their healthcare decisions. A valid Indiana Life and Health license is required. This full-time position is based in our Evansville, IN office and includes a full benefits package along with commission and bonus opportunities. 
Position Summary: The Medicare Retention Specialist is responsible for supporting and retaining existing Medicare clients by delivering exceptional service, conducting ongoing plan reviews, and proactively identifying opportunities to improve client coverage satisfaction. The specialist assists clients with evaluating Medicare Advantage, Supplement, and Prescription Drug Plan (PDP) options and facilitates applications for new coverage when appropriate.<h2 class="jobSectionHeader">
What You'll Do:</h2><ul><li>
Build relationships with existing Medicare clients through ongoing outreach and exceptional service.</li><li>
Review clients' current Medicare plans and help them evaluate new or alternative coverage options.</li><li>
Assist clients with Prescription Drug Plan (PDP) reviews and annual plan updates.</li><li>
Support clients through enrollment processes during AEP, OEP, and Special Enrollment Periods.</li><li>
Track and report key retention metrics and client engagement activities.</li><li>
Identify potential retention risks and share insights with leadership.</li><li>
Partner with sales agents by managing client service needs so they can focus on new business.</li></ul><h2 class="jobSectionHeader">
A Day in the Life:</h2>
Each day you'll connect with current clients-by phone, email, or scheduled appointments-to review their coverage, answer questions, and help them feel supported. You'll complete plan reviews, document interactions in our systems, and work closely with the sales team to ensure clients receive the ongoing care and attention they deserve. It's a role where relationship‑building, problem‑solving, and making someone's day all come standard.<h2 class="jobSectionHeader">
What Success Looks Like:</h2><ul><li>
High Client Satisfaction: Clients feel supported, informed, and valued, resulting in strong satisfaction scores and positive feedback.</li><li>
Improved Retention Rates: A measurable increase in the percentage of clients renewing or maintaining their Medicare plans year over year.</li><li>
Proactive Engagement: Consistent and timely outreach to all assigned clients, including completion of annual plan reviews and drug plan assessments.</li><li>
Effective Issue Resolution: Client concerns and coverage questions are addressed quickly and accurately.</li><li>
Strong Collaboration: Sales agents experience reduced administrative load, allowing them to remain focused on new business, while the retention specialist ensures existing clients receive exceptional service.</li></ul><h2 class="jobSectionHeader">
About Senior Connection</h2>
For more than 35 years, Senior Connection has proudly served Medicare beneficiaries throughout the Evansville community and around the country. We are a locally rooted agency built on trust, personal relationships, and a commitment to helping clients navigate their healthcare choices with confidence. Our team is dedicated to providing knowledgeable guidance and friendly, reliable support-because to us, our clients are family.
Learn More: https://seniorconnectionbenefits.com/</div>

Medicare Retention Specialist

PRESTIGE EMPLOYEE ADMINISTRATORS

<div>Company Overview: For more than 25 years, Prestige has provided cost-effective employee benefits and HR services, transparent pricing, and personalized, quality service to every client. We go the extra mile to develop long-term relationships and build strong partnerships with each client we serve. We help our clients focus on running&mdash;and growing&mdash;their businesses. Bonded by shared goals, we&rsquo;re a data-driven and results-focused company committed to solving any HR issue, big or small. 
 
Position Description: 
The incumbent will support the VP of Financial and Retirement Services with all aspects of a multiple employer retirement savings plan for participating client worksites and worksite employees.
 
 
Roles &amp; Responsibilities: 
Onboarding Retirement<ul><li>
Oversee all plan set-ups and first payrolls.</li><li>
Acting as first point of contact for Retirement Plan Setup and setting up their plans and match rules in HRIS system.</li><li>
Attend new client onboarding consultations when necessary</li><li>
Assist new clients in completing required plan documents, ensuring a smooth transition for new plans.</li><li>
Work with Sales team to provide marketing materials to prospects, attending sales calls when requested and providing plan comparisons.</li><li>
Maintain new client onboarding records to track new plan setups and update daily.</li><li>
Manage the transition of retirement plans from acquisitions</li></ul>
Salesforce<ul><li>
Track projects and communications with clients through Salesforce cases and records.</li></ul>
Customer Service<ul><li>
Addresses escalated new client questions and escalated issues.</li></ul><ul><li>
Research and resolve client and employee issues related to enrollment, deferrals, remittance, plan design and compliance.</li><li>
Update payroll system with enrollments and contribution changes as necessary.</li><li>
Completes corrections for missed deferrals and matches when they arise.</li><li>
Run and provide clients with census reports upon request</li></ul>
Plan Administration and Auditing<ul><li>
Processing Bonus Deferral Election Forms, K1 Contributions, and Verifying/Approving Quarterly Forceouts.</li><li>
Approve/Deny Distribution Requests</li><li>
Process employee requests (enrollment/change, incoming rollover, loan, distribution, hardship withdrawals)</li><li>
Audits plans through weekly Databridge API Verifications, Variance Reports, and Slavic Import Failures.</li></ul>
Other Special Projects<ul><li>
Takes lead on special projects as they arise such as audits and Slavic requests for gathering company information.</li></ul> 

Experience: A strong knowledge of 401K plans and administration. Candidates must possess the ability to manage projects and workflows across multiple teams with minimal supervision. Background in customer service a plus. Bachelor&rsquo;s degree preferred.
 
 
Specific Skills Needed:<ul><li>
Strong organizational skills</li><li>
Detail oriented with ability to multi-task</li><li>
Ability to manage multiple projects under minimal supervision</li><li>
Strong verbal communication skills and phone presence</li><li>
Strong written communications skills</li><li>
Customer service skills</li><li>
Microsoft Office and internet skills</li><li>
Knowledge of ERISA regulations</li><li>
Prism a plus</li><li>
Salesforce a plus</li></ul> 
This role is 3 days in the office, 2 days work from home. 
The salary range is up to $75K based on experience 

5ab219KIFd</div>

Retirement Specialist

General Motors (GM)

<div>Job Description
<div><div>The Analyst, U.S. Retirement Benefits supports the design, administration, and continuous improvement of General Motors&rsquo; U.S. retirement programs (defined benefit) for hourly and salaried employees, including represented populations. This role combines analytical rigor, strong execution, and stakeholder partnership to ensure GM&rsquo;s retirement programs are competitive, compliant, and aligned with our Total Rewards strategy.
The Analyst will be a key contributor in evaluating plan performance, supporting bargaining and governance activities, and enhancing employee retirement readiness through data-driven insights and clear communication.
Key Responsibilities
Plan Administration &amp; Operations
&middot; Support day-to-day administration of U.S. retirement plans (DB), including eligibility, elections, record maintenance, and vendor interfaces.
&middot; Perform data validation, reconciliations, and audits to ensure accuracy of participant records, contributions, and benefit calculations.
&middot; Assist with case management and escalations, partnering with internal teams and vendors to resolve complex benefit inquiries and issues.
&middot; Help prepare and maintain process documentation, desk procedures, and controls that support accurate, efficient administration.
Analytics, Reporting &amp; Insights
&middot; Analyze plan participation, contribution rates, withdrawals, retirement timing, and utilization to identify trends, risks, and opportunities to improve retirement outcomes.
&middot; Prepare regular dashboards and ad hoc analyses (e.g., by segment, demographic, or bargaining unit) to inform program strategy and leadership decisions.
&middot; Support financial and actuarial work by gathering data for funding, forecasting, and scenario modeling for DB and DC plans, in partnership with
Finance, Treasury, and external advisors.
Plan Design, Strategy &amp; Governance
&middot; Contribute to plan design evaluations, benchmarking GM&rsquo;s retirement benefits against peers and market practices.
&middot; Assist with preparation of materials for governance committees and leadership reviews, including recommendations grounded in data and employee impact.
&middot; Support bargaining preparation and labor discussions by developing analyses, comparisons, and talking points related to retirement plan options for represented employees.
&middot; Monitor emerging legislative and regulatory developments (e.g., ERISA, IRS, DOL guidance) and assist with impact assessments and implementation activities.
Vendor &amp; Stakeholder Management
&middot; Partner with recordkeepers, actuaries, consultants, and other vendors to support accurate, compliant administration and a high-quality participant experience.
&middot; Track and help review service level performance, error trends, and remediation actions with vendor partners.
&middot; Collaborate with internal stakeholders, including Global Benefits, Labor Relations, HR, Payroll, Legal, Finance, and Communications, to ensure alignment on plan changes, projects, and issue resolution.
Employee Experience, Education &amp; Communications
&middot; Support development and execution of retirement education and engagement strategies, with emphasis on hourly and represented employees.
&middot; Draft and refine employee-facing communications, FAQs, tool content, and presentations that explain complex retirement topics in clear, plain language.
&middot; Use data to identify gaps in retirement readiness and recommend targeted strategies (e.g., campaigns, tools, messages, or interventions) to improve outcomes.
Qualifications
&middot; Bachelor&rsquo;s degree in finance, actuarial science, mathematics, economics, human resources, business administration, or related field; master&rsquo;s degree or professional designation (e.g., CEBS, ASA, CFA) is a plus.
&middot; 5+ years of experience in retirement benefits, pension, or closely related fields (benefits consulting, actuarial, financial analysis, or HR analytics).
&middot; Working knowledge of U.S. retirement plan rules and regulations, including ERISA, IRS, and DOL requirements; experience with both DB and DC plans preferred.
&middot; Experience supporting or partnering on union/collective bargaining topics is valued (e.g., preparing analyses or options for represented populations).
&middot; Demonstrated analytical skills, including comfort working with large datasets, spreadsheets, and reporting tools to derive insights and tell a clear story.
&middot; Strong written and verbal communication skills, with ability to translate technical concepts into understandable terms for employees and leaders.
&middot; Proven ability to manage multiple priorities in a dynamic environment, meet deadlines, and maintain high standards of accuracy.
&middot; Proficiency with Microsoft Excel, PowerPoint, and Word; experience with analytics/BI tools and HR systems is preferred.
Location: Hybrid. This role is categorized as hybrid. This means the successful candidate is expected to report to the - Global HQ Warren MI three times per week, at minimum [or other frequency dictated by the business]
 
 
Relocation: This role is NOT eligible for relocation benefits.
 
 
GM DOES NOT PROVIDE IMMIGRATION-RELATED SPONSORSHIP FOR THIS ROLE. DO NOT APPLY FOR THIS ROLE IF YOU WILL NEED GM IMMIGRATION SPONSORSHIP NOW OR IN THE FUTURE. THIS INCLUDES DIRECT COMPANY SPONSORSHIP, ENTRY OF GM AS THE IMMIGRATION EMPLOYER OF RECORD ON A GOVERNMENT FORM, AND ANY WORK AUTHORIZATION REQUIRING A WRITTEN SUBMISSION OR OTHER IMMIGRATION SUPPORT FROM THE COMPANY (e.g., H-1B, OPT, STEM OPT, CPT, TN, J-1, etc.)
</div></div>&amp;#xa;&amp;#xa;&amp;#xa;&amp;#xa;
About GM
Our vision is a world with Zero Crashes, Zero Emissions and Zero Congestion and we embrace the responsibility to lead the change that will make our world better, safer and more equitable for all.
Why Join Us
We believe we all must make a choice every day &ndash; individually and collectively &ndash; to drive meaningful change through our words, our deeds and our culture. Every day, we want every employee to feel they belong to one General Motors team.
Benefits Overview
From day one, we're looking out for your well-being&ndash;at work and at home&ndash;so you can focus on realizing your ambitions. Learn how GM supports a rewarding career that rewards you personally by visiting Total Rewards resources .
Non-Discrimination and Equal Employment Opportunities (U.S.)
General Motors is committed to being a workplace that is not only free of unlawful discrimination, but one that genuinely fosters inclusion and belonging. We strongly believe that providing an inclusive workplace creates an environment in which our employees can thrive and develop better products for our customers.
All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, national origin, citizenship status, religion, age, disability, pregnancy or maternity status, sexual orientation, gender identity, status as a veteran or protected veteran, or any other similarly protected status in accordance with federal, state and local laws.
We encourage interested candidates to review the key responsibilities and qualifications for each role and apply for any positions that match their skills and capabilities. Applicants in the recruitment process may be required, where applicable, to successfully complete a role-related assessment(s) and/or a pre-employment screening prior to beginning employment. To learn more, visit How we Hire .
Accommodations
General Motors offers opportunities to all job seekers including individuals with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, email us or call us at 1-800-865-7580. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.</div>

Senior Analyst - US Retirement Benefits

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10000 retirement benefits specialist jobs Near Me

Specialist, Total Rewards

Senior Benefits Plan Document Specialist, Self-Funded Healthcare Plans

Senior Benefits Plan Document Specialist, Self-Funded Healthcare Plans

Senior Benefits Plan Document Specialist, Self-Funded Healthcare Plans

Medicare Retention Specialist

Retirement Specialist

Senior Analyst - US Retirement Benefits