Retirement Specialist

Job Description

Retirement Specialist

Job Summary
The Retirement Specialist is responsible for the administration compliance and continuous improvement of Victaulics retirement programs supporting employees retirees and beneficiaries throughout the retirement lifecycle. This role serves as a key resource for retirement plan guidance ensures regulatory compliance and partners with internal stakeholders and external vendors to deliver a seamless and engaging retirement experience.

Key Responsibilities

• Retirement Plan Administration
  Administer and maintain company-sponsored retirement programs including 401(k) pension and retiree medical plans ensuring accurate and timely processing of enrollments contributions distributions and plan changes.
• Employee & Retiree Support
  Serve as a primary point of contact for employees retirees and beneficiaries by providing clear timely guidance on retirement options plan features and life-event transitions.
• Compliance & Governance
  Ensure adherence to all applicable federal and state regulations (e.g. ERISA IRS DOL requirements) including supporting audits filings and nondiscrimination testing.
• Education & Communication
  Develop and deliver engaging communications tools and presentations that improve employee understanding of retirement benefits and drive participation and informed decision-making.
• Vendor & Partner Management
  Collaborate with external vendors recordkeepers and consultants to ensure high-quality service delivery resolve issues and optimize plan performance.
• Reporting & Data Analysis
  Maintain accurate plan records and generate reports on participation contributions and plan performance; identify trends and provide insights to support decision-making.
• Program Improvement & Strategy Support
  Contribute to the evaluation and enhancement of retirement programs by identifying opportunities for process improvements cost efficiencies and increased employee engagement.
• Acquisition Integration & Transition Support

Support retirement plan due diligence and integration activities related to mergers and acquisitions. This includes reviewing acquired company retirement programs identifying compliance and operational risks supporting transition strategies (e.g. plan consolidation vendor alignment or interim administration) and managing the in-between state to ensure continuity and compliance until full integration is complete.

Qualifications

• Education
  Bachelors degree in Human Resources Finance Business Administration or a related field.
• Experience
  35 years of experience in retirement plan administration benefits or a related field preferably within a corporate environment.
• Knowledge
  Working knowledge of retirement plan regulations and compliance requirements (ERISA IRS DOL) as well as industry best practices.
• Skills
  • Strong communication and interpersonal skills with the ability to explain complex concepts clearly
  • High attention to detail and organizational skills
  • Analytical mindset with experience interpreting data and generating insights
  • Proficiency in Microsoft Office (especially Excel); experience with HRIS and retirement plan administration systems preferred
• Certifications (Preferred)
  CEBS SHRM-CP SHRM-SCP or similar professional designation.

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