Retirement Plan Manager
3 weeks ago
Retirement Plan Manager
ON-SITE - Charlotte, NC 28273
The Cato Corporation is seeking an experienced Retirement Plan Manager to join our HR Team
JOB SUMMARY:
The Retirement Plan Manager reports to the SVP, Chief Administrative Officer (“CAO”) and manages and administers all aspects of the company’s Retirement plans: 401(k), Employee Stock Purchase Plan (“ESPP”), Employee Stock Ownership Plan (“ESOP”), and Deferred Compensation plans including the annual open enrollment process, compliance reporting and invoicing. Additionally, the Retirement Plan Manager participates in and supports HRIS initiatives relating to retirement plans, and performs other duties as assigned by the CAO.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- 401(k):Day-to-day administration, which includes Quarterly Open Enrollment, Annual Non-Discrimination Testing and return of excess funds to highly compensated employees (“HCEs”), loans, Roll-Overs billing, Catch-Up Contribution determination, and other administrative tasks.
- ESPP: Bi-annual Open Enrollment and Stock Purchase, Quarterly Dividend Administration, Disqualifying Dispositions and Suspensions, Cancellations, and Refunds.
- ESOP: Annual Census and Eligibility reports, Distributions for termed associates, Diversification for eligible associates, minimum required distributions, Quarterly Associate Statements, and maintenance.
- NQ Deferred Compensation Plan: Annual Open Enrollment, HCE determination, Plan census and overview, billing, and maintenance.
- Annual External Audit: Work with Dixon Hughes to compile data, answer questions on 401(k) and ESOP plans.
- Point of contact for current and former associates regarding all retirement plan questions and concerns.
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
- At least 5 years direct experience in administering retirement plans.
- Knowledge of laws and regulations affecting retirement plans.
- Advanced working knowledge of Microsoft Office Suite (Excel and Access primarily).
- Must be able to perform multiple tasks and priorities simultaneously while meeting deadlines.
- Excellent attention to detail.
- Maintain strict confidentiality of employee information.
- Certified Employee Benefits Specialist (CEBS) certification.
- Knowledge of HRIS systems (Lawson Payroll/HR).
EDUCATION:
- 4 year degree or equivalent work experience
The Cato Corporation offers competitive salaries and excellent benefits including Medical/Dental/Life Insurance package, 401(K) Retirement Plan, Flexible Spending Plan, Stock Purchase Plan and more
The Cato Corporation is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, ancestry, national origin, disability, age, sex (including pregnancy), gender identity or expression, or any other characteristic protected by applicable laws, regulations and ordinances.
-
Manager, Retirement Plan Administrator
2 months ago
Charlotte, United States National Gypsum Full timeNG Corporate, LLC has an immediate opening for a Manager, Retirement Plan Administrator at our Charlotte, NC Headquarters location. This position will report to the VP, Human Resources. Job Summary: The Manager, Retirement Plan Administrator will be responsible for the strategic planning, administration, and compliance of the company’s retirement...
-
Manager, Retirement Plan Administrator
2 months ago
Charlotte, United States National Gypsum Full timeNG Corporate, LLC has an immediate opening for a Manager, Retirement Plan Administrator at our Charlotte, NC Headquarters location.This position will report to the VP, Human Resources. Job Summary: The Manager, Retirement Plan Administrator will be responsible for the strategic planning, administration, and compliance of the company's retirement benefit...
-
Retirement Plan Account Administrator
2 months ago
Charlotte, United States PeopleSuite Talent Solutions Full timeJob DescriptionJob DescriptionScope of PositionWe are seeking a dedicated and knowledgeable Retirement Plan Account Administrator to join our team. The successful candidate will be responsible for administering new and existing retirement business, integrating with existing retirement plans, building industry relationships, and maintaining comprehensive...
-
Charlotte, North Carolina, United States Bank of America Full timeJob Description:This investment management role is part of the Retirement Plans Investments (RPI) team which is predominately focused on managing the assets/investments of the Bank of America retirement plans that include defined benefit plans, 401(k) plans and deferred comp plans. The scale of the task of managing these asset pools is evidenced by Pensions...
-
Charlotte, United States Bank of America Full timeJob Description:This investment management role is part of the Retirement Plans Investments (RPI) team which is predominately focused on managing the assets/investments of the Bank of America retirement plans that include defined benefit plans, 401(k) plans and deferred comp plans. The scale of the task of managing these asset pools is evidenced by Pensions...
-
TSP Consolidation Specialist
1 week ago
Charlotte, North Carolina, United States RETIREMENT CLEARINGHOUSE LLC Full timeJob SummaryThe TSP Consolidation Specialist will play a crucial role in assisting participants in consolidating their retirement savings accounts. This position requires a consultative approach to determine the needs of the participant and utilize a course of action that best suits those needs.Key ResponsibilitiesUtilize consultative discussions to guide...
-
TSP Consolidation Specialist
7 days ago
Charlotte, North Carolina, United States RETIREMENT CLEARINGHOUSE LLC Full timeJob SummaryThe TSP Consolidation Specialist will play a crucial role in assisting participants in consolidating their retirement savings accounts. This position requires a consultative approach to determine the needs of the participant and utilize a course of action that best suits those needs.Key ResponsibilitiesUtilize consultative discussions to guide...
-
Assistant Vice President
2 months ago
Charlotte, United States Bank of America Full timeJob Description:This investment management role is part of the Retirement Plans Investments (RPI) team which is predominately focused on managing the assets/investments of the Bank of America retirement plans that include defined benefit plans, 401(k) plans and deferred comp plans. The scale of the task of managing these asset pools is evidenced by Pensions...
-
Charlotte, North Carolina, United States WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a highly experienced professional to lead our retirement planning efforts and drive business growth through innovative strategies and solutions. As a key member of our team, you will be responsible for developing and implementing retirement planning initiatives that enhance organizational knowledge, promote financial...
-
Charlotte, United States WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking an Executive Director of Retirement Planning and Financial Goals with demonstrated experience in retirement savings strategies, income structuring, tax and estate planning, and risk management. Using this knowledge, the Specialist will support advisors and relationship managers in helping customers and clients navigate...
-
Charlotte, United States WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a Retirement Planning Senior Growth Specialist with demonstrated experience in retirement savings strategies, income structuring, tax and estate planning, and risk management. Using this knowledge, the Specialist will support advisors and relationship managers in helping customers and clients navigate money decisions...
-
Vice President of Retirement Investments
2 weeks ago
Charlotte, North Carolina, United States Bank of America Full timeVice President of Retirement Investments - Portfolio ManagementLocation: Charlotte, North CarolinaPosition Overview:This leadership role within the Retirement Plans Investments (RPI) division is dedicated to overseeing the management of the Bank of America’s retirement assets, which encompass defined benefit plans, 401(k) plans, and deferred compensation...
-
Wealth Management Associate
2 days ago
Charlotte, North Carolina, United States Equitable Services Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group at Equitable Advisors. As a key member of our team, you will be responsible for providing financial products and services to individuals and organizations in the education and municipal sectors.About the RoleAs a Retirement Benefits...
-
Merchandise Planning System Manager
4 days ago
Charlotte, United States Cato Corporation Full timeMerchandise Planning System ManagerON-SITE - Charlotte, NC 28273The Cato Corporation is seeking an experienced Merchandise Planning System Manager to join our IT Department.JOB SUMMARY:Full responsibility of the Merchandise Planning and Assortment Planning Systems, including maintenance and user support. Liaison between business groups and IT. ESSENTIAL...
-
Merchandise Planning System Manager
3 months ago
Charlotte, United States Cato Corporation Full timeMerchandise Planning System ManagerON-SITE - Charlotte, NC 28273The Cato Corporation is seeking an experienced Merchandise Planning System Manager to join our IT Department.JOB SUMMARY:Full responsibility of the Merchandise Planning and Assortment Planning Systems. Planning methodologies for various business categories. Liaison between business groups and...
-
Institutional Retirement Client Contract Manager
2 months ago
Charlotte, United States Bank of America Full timeDescription : Specific Role: The individual in this role will be responsible for reviewing and negotiating client service agreements and related documents, liaising with Legal, Product, Sales and other internal teams to respond to contract issues or changes, managing client contract related projects, and performing ongoing internal compliance...
-
Server - Retirement Community
1 month ago
Charlotte, United States Solista Senior Living by Cogir North Carolina Full timeJob DescriptionJob DescriptionPeople taking care of people, that's who we are and what we do at Cogir Senior Living!What to expect...Cogir Senior Living is hiring friendly, compassionate, and energetic Servers in our premier retirement community Solista Charlotte by Cogir.As a Server in our community restaurant, you help create an incredible dining...
-
Server - Retirement Community
2 weeks ago
Charlotte, United States Solista Senior Living by Cogir North Carolina Full time $17Job DescriptionJob DescriptionPeople taking care of people, that's who we are and what we do at Cogir Senior Living!What to expect...Cogir Senior Living is hiring friendly, compassionate, and energetic Servers in our premier retirement community Solista Charlotte by Cogir.As a Server in our community restaurant, you help create an incredible dining...
-
Manager Marketing Planning
6 days ago
Charlotte, United States Brightspeed Full timeJob Description We have an exciting opportunity for a Manager, Marketing Planning to join our growing team! As Manager, Marketing Planning, you will be responsible for structuring and overseeing the planning processes within the Consumer Organization. This role ensures organizational alignment, prioritization, and visibility of various projects, including...
-
Manager, Marketing Planning
6 days ago
Charlotte, United States Brightspeed Full timeJob DescriptionJob DescriptionCompany DescriptionAt Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South.Backed by funds managed by Apollo Global Management, our vision is to accelerate the upgrade of...
