Retirement Planning Specialist - Senior

#WeAreONEOK Fortune 500 company. 100 years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused.

JOB SUMMARY

Job Profile Summary

The Senior Retirement Planning Specialist reports to the Retirement Plans Manager and focused 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 retirementrelated 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

• Bachelors 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 58 years of experience in retirement planning employee benefits or related field for midsized 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 benefitrelated 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 plans 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

Strength Factor Rating Physical Demands/Requirements

• Sedentary Work Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift carry push pull or otherwise move objects including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Strength Factor Description Physical Demands/Requirements

• Standing: Remaining on ones feet in an upright position at a work station without moving about (Occasionally)

• Walking: Moving about on foot (Frequently)

• Sitting: Remaining in a seated position (Constantly)

• Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally)

• Carrying: Transporting an object usually holding it in the hands or arms or on the shoulder (Occasionally)

• Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally)

• Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally)

• Climbing: Ladders Stairs (Occasionally)

• Balancing: Maintaining body equilibrium to prevent falling (Occasionally)

• Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally)

• Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally)

• Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally)

• Crawling: Moving about on the hands and arms in any direction (Occasionally)

• Reaching: Extending hands and arms in any direction (Constantly)

• Handling: Seizing holding grasping turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly)

• Fingering: Picking pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly)

• Feeling: Perceiving such attributes of objects/materials as size shape temperature texture movement or pulsation by receptors in the skin particularly those of the finger tips (Constantly)

• Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently)

• Hearing: Perceiving the nature of sound by the ear (Frequently)

• Tasting/Smelling: (Occasionally)

• Near Vision: Clarity of vision at 20 inches or less (Constantly)

• Far Vision: Clarity of vision at 20 feet for more (Frequently)

• Depth Perception: Threedimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently)

• Vision: Color The ability to identify and distinguish colors (Constantly)

Working Conditions/Environment

• Employee is subject to inside environmental conditions

Working Conditions

• Well lighted climate controlled areas (Constantly)

• Frequent repetitive motion (Constantly)

• CRT (Computer Monitor(s) (Constantly)

Travel

• Travel in and around office surroundings required

Driving

• Based on assigned tasks employee may be assigned a company vehicle requiring the applicable drivers license

ONEOK is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race color sex pregnancy sexual orientation age religion creed national origin gender identity disability military/veteran status genetic information or any other categories protected by applicable law.

The job description is not intended to be a complete list of all responsibilities duties or skills required for the job and is subject to review and change at any time with or without notice in accordance with the needs of ONEOK.

ONEOK is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations upon request for individuals to participate in the application and hiring process. To request an accommodation email or call. #LIHYBRID