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Manager – Retirement Plans
Bon Secours Mercy Health. Serve as the subject matter expert and manager for employer-sponsored retirement programs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing employer-sponsored retirement programs, ensuring compliance with laws and regulations, and overseeing plan administration and vendor relationships. Proficient in budgeting, forecasting, and resolving participant issues while leading and directing staff effectively.
Highest-signal resume keywords
Retirement Plan AdministrationCompliance With Employee Benefit LawsVendor Relationship ManagementBudgeting And ForecastingProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Program ManagementRegulatory ComplianceData IntegrationAnalytical SkillsPlan Provision InterpretationAudit ManagementProcess ImprovementProject ManagementReportingVariance Analysis
Soft Skills
LeadershipCommunicationProblem-SolvingOrganizational SkillsInterpersonal Skills
Tools & Technologies
HRISPayroll SystemsVendor Management Systems
Certifications & Qualifications
Certified Employee Benefit Specialist (CEBS)
Industry Keywords
Defined ContributionDefined BenefitEmployee BenefitsRetirement PlansCompliance TestingRegulatory FilingsService Provider Performance
About the role
Key responsibilities & impact- Serve as the subject matter expert and manager for employer-sponsored retirement programs
- Support strategic and operational oversight of retirement programs
- Manage daily retirement plan administration, initiatives, projects, and process improvements
- Ensure compliance with applicable laws and regulations, including audits, compliance testing, regulatory filings, and required reporting
- Prepare and present materials for retirement plan committee meetings
- Develop and manage retirement plan budgets, forecasts, and variance analyses
- Interpret plan provisions and guide vendors and internal stakeholders
- Review service provider reports and take appropriate action
- Oversee data integrations between internal systems and external vendors
- Resolve escalated participant issues, including claims and appeals
- Support organizational transactions impacting retirement plans
- Monitor regulatory changes with internal and external partners
- Lead and provide direction to assigned staff
Requirements
What you’ll need- Bachelor’s degree in Finance, Business, Human Resources, Accounting, or a related field required
- Certified Employee Benefit Specialist (CEBS) preferred
- Other relevant retirement or benefits-related professional designations preferred
- 8–10+ years of progressive retirement plan administration experience across defined contribution, defined benefit, or similar programs required
- Knowledge of employee benefit laws and regulations required
- Experience working with outsourced retirement plan administrators and vendors required
- Experience with HRIS and payroll systems and complex system interfaces preferred
- Ability to interpret plan provisions and regulatory requirements
- Analytical skills related to budgeting, forecasting, and reporting
- Ability to manage vendor relationships and evaluate service provider performance
- Problem-solving skills to address participant issues and operational challenges
- Ability to manage multiple priorities and projects
Benefits
Comp & perks- Competitive pay
- Incentives
- Referral bonuses
- 403(b) with employer contributions (when eligible)
- Medical, dental, vision, and prescription coverage
- HSA/FSA options
- Life insurance
- Mental health resources and discounts
- Paid time off
- Parental and FMLA leave
- Short- and long-term disability
- Backup care for children and elders
- Tuition assistance
- Professional development and continuing education support