Retirement Plan Manager
Stamford, CT - USA
Job Summary
Is the opportunity to join a culture where We Do the Right Thing and We Courageously Shape Our Future Together important to you If so Guardian is seeking a motivated individual to join our team as a Retirement Plan Manager.
This role will support the governance compliance oversight and strategic management of the companys qualified and non-qualified retirement programs including defined contribution defined benefit and executive retirement plans. Additionally supports the retirement plan operating model governance framework fiduciary oversight processes vendor management strategy and administration oversight. The Manager will partner with internal stakeholders and external service providers to help ensure operational excellence regulatory compliance effective risk management and strong participant experience.
The successful candidate will combine deep retirement plan expertise with strong business judgment and continuous improvement capabilities to help evolve Guardians retirement programs and support long-term organizational objectives and design reviews and lead implementation of new programs.
You will
Retirement Strategy Plan Design and Project Management
Support management in plan design reviews and evaluation of new programs by preparing materials reports analyses and recommendations.
Evaluate retirement program effectiveness through benchmarking market analysis participant outcomes and regulatory developments to identify enhancement opportunities.
Support participant engagement through strategic review and planning.
Lead implementation of new programs by developing end-to-end processes that are fit for purpose for Guardians plans.
Retirement Plan Governance Compliance & Risk Management
Use technology where applicable to streamline operations increase efficiency and improve accuracy.
Support consistent operational controls governance practices and risk management standards across all retirement plans. Identify assess and mitigate operational compliance fiduciary and participant risks.
Maintain robust operational documentation controls standard operating procedures and evidence of oversight activities.
Lead remediation efforts related to operational issues audit findings compliance exceptions escalations and data integrity concerns across all plans.
Coordinate and oversee nondiscrimination testing regulatory filings audits annual limits and other compliance requirements in partnership with service providers and internal partners.
Support alignment among plan documents Summary Plan Descriptions administrative practices and operational procedures across all retirement plans.
Vendor & Fiduciary Service Management
Serve as a key contact supporting vendor relationships for retirement plan service providers including recordkeepers administrators consultants auditors custodians and fiduciary service providers.
Support vendor governance reviews performance evaluations issue resolution corrective action plans and service delivery improvements.
Evaluate vendor capabilities service models fees controls and participant outcomes to support strategic decision-making.
Support vendor sourcing transitions implementations and operating model changes as needed.
Monitor vendor performance against agreed-upon service standards and identify opportunities for continuous improvement.
Participant Experience & Communications
Support the development and execution of retirement communication strategies designed to improve participant engagement financial wellness and retirement readiness.
Partners with recordkeepers and service providers to evaluate participant behaviors communication effectiveness and service outcomes.
Identify opportunities to enhance participant education digital capabilities and overall retirement planning experience.
Enterprise Partnership & Transformation
Serve as a retirement subject matter expert for internal stakeholders.
Support retirement-related operating model improvements process transformations and implementation of new services.
Support automation analytics AI-enabled solutions and process simplification initiatives to improve efficiency and strengthen controls.
Support strategic retirement initiatives vendor RFP and transitions and long-term retirement program evolution aligned with organizational priorities.
You are
A strategic retirement professional with proven expertise across defined benefits defined contribution and non-qualified retirement plans.
Able to lead projects that implement new services and programs collaborate effectively with stakeholders and contribute insights to leadership.
An innovative thinker who continuously seeks opportunities to improve participant outcomes strengthen controls and simplify operations.
Able to support risk management and compliance requirements related to fiduciary obligations regulatory compliance participant experience and business objectives.
A collaborative team member who can translate complex retirement concepts into actionable business recommendations.
Capable of managing multiple priorities across retirement plans in a fast-paced environment with minimal supervision.
Required Qualifications
Bachelors degree or equivalent experience.
8 years of experience in retirement plan administration governance fiduciary support consulting or retirement program management.
Deep expertise in qualified and non-qualified retirement plans including defined benefit defined contribution and executive retirement programs.
Strong knowledge of ERISA fiduciary requirements Internal Revenue Code retirement plan provisions and retirement governance practices.
Proven ability to implement plan design changes and new programs while mitigating operational risks and managing participant communications.
Experience supporting retirement governance activities committee support and regulatory compliance efforts.
Experience reviewing and implementing operating model improvements within a highly regulated environment.
Experience supporting complex vendor relationships and influencing service provider performance.
Proven ability to identify assess and manage operational compliance and fiduciary risk.
Advanced analytical and Excel skills.
Preferred Qualifications
Experience in a large corporate or financial services environment.
Experience implementing fiduciary service arrangements or retirement operating model transformations.
Experience supporting pension risk management and retirement technology modernization initiatives.
Location
Hybrid - 3 days in office located in Hudson Yards NYC; Holmdel NJ; Stamford CT or Bethlehem PA. 2 days WFH.
Salary Range:
$103450.00 - $169960.00The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education experience knowledge and abilities of the successful addition to salary this role may also be eligible for annual sales or other incentive compensation.
Our Promise
At Guardian youll have the support and flexibility to achieve your professional and personal goals. Through skill-building leadership development and philanthropic opportunities we provide opportunities to build communities and grow your career surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardians Purpose to inspire well-being we are committed to offering contemporary supportive flexible and inclusive benefits and resources to our colleagues. Explore our company benefits at apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age race color creed religion sex affectional or sexual orientation national origin ancestry marital status disability military or veteran status or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access equal opportunity and reasonable accommodation for individuals with disabilities in employment its services programs and also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individuals known limitations related to pregnancy childbirth or related medical conditions unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact . Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian refer to the Guardian Careers site.
Visa Sponsorship
Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g. such as an H-1B). In order to be a successful applicant you must be legally authorized to work in the United States without the need for employer sponsorship/support now or at any time in the future.
Notice Regarding Guardians Use of Artificial Intelligence in Recruitment
As part of Guardians job application process Guardian may use artificial intelligence tools (AI Tools) to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying as specified in the listing posted on Guardians jobs website (Careers at Guardian at At Guardian we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.
Please be aware that if you apply for a specific position with Guardian you will have the choice of opting out of Guardians use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation within ten business days of your position application you must email your request to making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardians document retention policy a copy of which you may request via .
Additionally at applicable times Guardian will make public the most recent bias audit results for such AI tools which may be found here.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Required Experience:
Manager
About Company
We provide life insurance, disability insurance, dental insurance, and other benefits that help protect people and inspire their well-being.