Senior Retirement Administration Specialist

Franciscan Health

. Administer the daily administration of 401(k), 403(b), 457(b), 457(f), and defined benefit plans .

Posted 9/16/2026part-timeRemote • United StatesSenior💰 $58,700 - $80,712 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in administering various retirement plans, including 401(k), 403(b), and defined benefit plans, while ensuring compliance with relevant laws and regulations. Proficient in educating coworkers and beneficiaries on retirement options and maintaining accurate participant records.

Highest-signal resume keywords

401(K) AdministrationDefined Benefit PlansBenefits AdministrationCertified Employee Benefits Specialist (CEBS)Retirement Plan Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan AdministrationBenefit CalculationsPlan Overpayment ResearchPayment ElectionsParticipant Record Maintenance

Soft Skills

ConsultationCommunicationEducation

Tools & Technologies

Trustee SystemHRIS

Certifications & Qualifications

Bachelor's Degree in Human ResourcesBachelor's Degree in Business AdministrationCertified Employee Benefits Specialist (CEBS)

Industry Keywords

Defined Contribution PlansNon-Qualified Deferred Compensation PlansLaws and Regulations

About the role

Key responsibilities & impact

Administer the daily administration of 401(k), 403(b), 457(b), 457(f), and defined benefit plans
Request benefit calculations from the plan actuary and prepare appropriate paperwork
Inform prospective retirees about their options using relevant plan documents before finalizing applications
Follow up as necessary before new payment setup in the Trustee system
Research plan overpayments and request stop payments, reissues, and ACH reversals
Follow up with participants or participants' survivors to recover funds due to the plan
Maintain participant address and banking information
Utilize, maintain, and review electronic files of scanned backup records and pension-related documents
Educate active and inactive coworkers and beneficiaries on vesting, plan participation, payment elections, and other retirement details
Serve as a consultant to network coworkers and coordinate responses to coworker or retiree issues
Assure the interface of necessary information between Payroll, HRIS, actuarial firms, trustees, and benefits staff

Requirements

What you’ll need

Bachelor's Degree Human Resources, Business Administration, or related field, or a Certified coworker Benefits Specialist (CEBS) certification - Required
5 years Professional hands-on coworker benefits administration experience of retirement plan administration - Required
5 years In-depth understanding of defined benefit retirement plans, defined contribution retirement plans, non-qualified deferred compensation plans, and the laws/regulations that impact each -Required
Travel is required: Never or Rarely

Benefits

Comp & perks

Comprehensive benefit offerings for eligible employees