Benefits Manager, Retirement Programs

Broadridge

. Manage day-to-day administration of U.S.

Posted 10/15/2026full-timeUnited StatesMid-LevelSenior💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing U.S. retirement programs, ensuring compliance with ERISA, the Internal Revenue Code, and IRS and DOL regulations. Capable of analyzing plan effectiveness and managing vendor relationships while supporting retirement communications and education initiatives.

Highest-signal resume keywords

Retirement Plan Compliance ManagementERISA KnowledgeVendor Relationship ManagementForm 5500 Filings CoordinationBenefits Program Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Program AdministrationCompliance TestingPlan DocumentationData Integrity MonitoringFinancial Reporting

Soft Skills

Customer ServiceStrategic ThinkingCollaborationProblem Solving

Tools & Technologies

HRISPayroll Systems

Industry Keywords

U.S. Employee BenefitsInternal Revenue CodeIRS RegulationsDOL RegulationsRetirement Plan Governance

About the role

Key responsibilities & impact

Manage day-to-day administration of U.S. retirement programs
Serve as a subject matter expert on retirement policies, programs, processes, and employee inquiries
Manage escalated benefits issues
Ensure plan operations comply with plan documents, summary plan descriptions, internal policies, and legal and regulatory requirements
Partner with stakeholders and third-party vendors on eligibility, enrollment, contributions, distributions, and plan transactions
Collaborate with HRIS, Payroll, and other teams on system configurations, file feeds, integrations, reconciliations, and process improvements
Support retirement communications, education initiatives, open enrollment, and broader benefits activities
Recommend and implement process improvements
Manage retirement plan compliance under ERISA, the Internal Revenue Code, and IRS and DOL regulations
Assist with plan documentation, participant notices, reporting, and required materials
Coordinate annual compliance and nondiscrimination testing, Form 5500 filings, and plan audits
Identify compliance risks and lead corrective action efforts
Support retirement committee governance and fiduciary responsibilities
Manage relationships with retirement plan vendors, consultants, legal counsel, and service providers
Monitor vendor performance and contractual obligations
Support RFPs, contract negotiations, fee assessments, and service model enhancements
Analyze plan participation, engagement, effectiveness, competitiveness, participant outcomes, and cost trends
Recommend plan design enhancements and regulatory updates
Develop and oversee retirement education and communication strategies
Draft and review employee-facing materials
Monitor and audit retirement plan processes, data integrity, eligibility files, payroll contributions, and vendor performance
Maintain internal controls over plan administration, payroll interfaces, reconciliations, and financial reporting
Coordinate internal and external retirement plan audits
Prepare reporting and analysis for leadership and committee oversight

Requirements

What you’ll need

Experienced and strategic Benefits Manager
Broad-based background in U.S. employee benefits
Experience across multiple benefits areas, such as health and welfare, retirement, leave of absence, financial protection benefits, voluntary benefits, and wellbeing
Working knowledge of U.S. benefits regulations
Knowledge of ERISA, the Internal Revenue Code, and relevant IRS and DOL regulations
Ability to manage retirement plan compliance activities
Ability to coordinate annual retirement plan compliance and nondiscrimination testing, Form 5500 filings, and plan audits
Ability to manage relationships with recordkeepers, third-party administrators, actuaries, consultants, legal counsel, and benefit service providers
Ability to monitor vendor performance against service-level expectations and contractual obligations
Ability to support RFPs, contract negotiations, fee assessments, and service model enhancements
Ability to analyze plan participation, employee engagement, program effectiveness, market competitiveness, participant outcomes, and cost trends
Ability to evaluate legislative and regulatory changes
Ability to prepare reporting and analysis for leadership decisions, committee oversight, and program improvement
Ability to maintain confidentiality and provide a high level of customer service