Benefits Supervisor – Retirement Plans

RSM US LLP

. Oversee annual schedules, vendor commitments, and delivery of assigned retirement programs across the Americas .

Posted 11/11/2026full-timeUnited StatesMid-LevelSenior💰 $81,900 - $139,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement program oversight, compliance activities, and vendor management, with strong analytical and project-planning capabilities. Proficient in coordinating complex issues and providing technical guidance within retirement benefits frameworks.

Highest-signal resume keywords

Retirement-Benefits ExperienceVendor OversightERISA KnowledgeGBA/CEBS CertificationData Reconciliation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project PlanningDocumentationNondiscrimination TestingPlan Audit ProcessesData AnalysisCompliance CoordinationRetirement Program OversightIssue ResolutionFinancial Wellbeing ResourcesCross-Functional Implementation

Soft Skills

Analytical SkillsCommunication SkillsTraining and GuidanceProblem-SolvingCollaboration

Certifications & Qualifications

GBA CertificationCEBS Certification

Industry Keywords

ERISARetirement-Plan RulesForm 5500 FilingsDefined Contribution ProgramsCash Balance ProgramsCanadian RRSP ProgramsVendor CommitmentsOperating ControlsParticipant InformationMerger & Acquisition Integration

About the role

Key responsibilities & impact

Oversee annual schedules, vendor commitments, and delivery of assigned retirement programs across the Americas
Maintain integrated work plans, milestones, responsibilities, dependencies, and evidence requirements
Review vendor and internal deliverables for completeness and accuracy
Provide technical guidance, training, and work direction to support resources
Coordinate retirement compliance activities, Form 5500 filings, nondiscrimination testing, external plan audits, data requests, reconciliations, disclosures, and documentation
Track issues through remediation and escalate potential compliance failures
Lead operating reviews with recordkeepers and providers and monitor service measures
Investigate data and processing discrepancies with Talent Operations, Payroll, and Finance
Resolve escalated participant matters within plan provisions and delegated authority
Coordinate committee materials, vendor reporting, meeting logistics, decision records, and follow-up actions
Analyze participation, service, cost, and plan operating information to identify improvements
Coordinate acquisition diligence or integration work with advisors and internal partners
Support retirement education and plain-language financial wellbeing resources
Represent the retirement workstream in cross-functional meetings when delegated

Requirements

What you’ll need

Bachelor’s degree required
At least five years of relevant retirement-benefits experience
Demonstrated oversight of a substantial program, audit cycle, or cross-functional implementation
Working knowledge of ERISA, retirement-plan rules, applicable legislative changes, annual filings, nondiscrimination testing, and plan audit processes
Ability to coordinate jurisdiction-specific requirements with counsel and advisors
Experience in vendor oversight, data reconciliation, operating controls, confidential participant information, and complex issue coordination
Strong analytical, project-planning, documentation, and communication skills
Ability to guide others’ work without requiring prior formal people-management experience
GBA/CEBS certification preferred
Preferred experience with defined contribution, cash balance, and Canadian RRSP programs
Preferred experience supporting a retirement committee, merger & acquisition integration, and payroll/recordkeeper data interfaces
RSM does not intend to hire entry level candidates who will require sponsorship now or in the future