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Benefits Supervisor – Retirement Plans
RSM US LLP. Oversee the annual schedule, vendor commitments, and delivery of assigned retirement programs across the Americas .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
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 to support resources.
Highest-signal resume keywords
Retirement-Benefits ExperienceVendor OversightERISA KnowledgeData ReconciliationGBA/CEBS Certification
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 OversightCompliance ActivitiesNondiscrimination TestingPlan Audit ProcessesProject PlanningData AnalysisDocumentationImplementation RecommendationsFinancial Wellbeing ResourcesCross-Functional Implementation
Soft Skills
Analytical SkillsCommunication SkillsTraining and GuidanceIssue CoordinationCollaboration
Certifications & Qualifications
GBA CertificationCEBS Certification
Industry Keywords
ERISADefined Contribution PlansCash Balance ArrangementsCanadian RRSP ProgramsAnnual FilingsVendor CommitmentsRetirement Committee SupportMergers and Acquisitions IntegrationPayroll InterfacesService Measures
About the role
Key responsibilities & impact- Oversee the annual schedule, 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 other providers and monitor service measures
- Oversee resolution of vendor and escalated participant issues
- Partner with Talent Operations, Payroll, Finance, Communications, vendors, and HR stakeholders
- Coordinate committee materials, vendor reporting, meeting logistics, decision records, and follow-up actions
- Analyze participation, service, cost, and plan operating information to identify improvements
- Develop implementation recommendations and coordinate acquisition diligence or integration work
- Support retirement education and plain-language financial wellbeing resources
- Prepare reports and recommendations for leadership and governance decisions
Requirements
What you’ll need- Bachelor’s degree required
- At least five years of relevant retirement-benefits experience, including 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
- Demonstrated 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
- Experience with multiple plan types, including defined contribution and cash balance arrangements, and Canadian RRSP programs, preferred
- Experience supporting a retirement committee, merger & acquisition integration, and payroll/recordkeeper data interfaces, preferred