Retirement Plans Analyst

1 month ago

Philadelphia, Pennsylvania, United States Jefferson Health Full time
PRIMARY FUNCTION :

The Retirement Plans Analyst is responsible for accurate retirement plan administration and compliance reporting and communication to employees and retirees to facilitate transactions and ensure understanding of plans and processes.

ESSENTIAL FUNCTIONS:
  • Responsible for accurate and precise reconcilement of biweekly retirement plan contributions from payroll to investment carrier/third party defined contribution record-keeper and notification of funding to Finance, determining employee plan eligibility and forwarding notification to record-keeper.
  • Confers with Director, Retirement Plans and Counsel as needed on appropriate actions in response to changing regulations related to Retirement Plan Administration.
  • Authorizes employee defined contribution distributions and facilitates other transactions as needed.
  • Maintains a knowledge of the content and administration of fourteen retirement plans and a knowledge of ERISA and IRS regulations as they relate to administration and reporting requirements.
  • Coordinates with 3rd party vendors, Jefferson Finance and Internal Audit and files with DOL the annual Form 5500 including: Schedule A (insurance information), Schedule B (actuarial information), and Schedule SSA (identification of separated employees with deferred vested benefits).
  • Completes PBGC Premium Payment forms and insures the premiums are remitted in a timely fashion.
  • Works with defined contribution and defined benefit third party administrators to provide problem resolution regarding employee issues consistent with customer service standards.
  • Works closely with actuaries and investment carriers to facilitate plan administration.
  • Assists in benefits administration through conducting group new employee orientation briefings.
Qualifications

EDUCATIONAL/TRAINING REQUIREMENTS:
  • Bachelor's degree in Human Resources or related field required.
EXPERIENCE REQUIREMENTS :
  • Previous experience in working with defined contribution and/or defined benefit pension plans preferred.
  • Previous experience in working with pension vendors, auditors, actuaries, and other external pension contacts.
  • Experience in customer service activities as related to pension and tax deferred annuity plans preferred
Closing Statement

Jefferson includes Thomas Jefferson University and Jefferson Health, a dynamic university and health system with broad reach across the Delaware Valley. Jefferson is the second largest employer in Philadelphia and the largest health system in Philadelphia based on total licensed beds.

Through the merger of Thomas Jefferson University and Philadelphia University in 2017, our University includes ten colleges and four schools. We are an NCAA Division II university and an R2 national doctoral university offering undergraduate and graduate-level programs that provide students with a forward-thinking education in architecture, business, design, engineering, fashion and textiles, health, medicine and social science.

Jefferson Health, the clinical arm of Thomas Jefferson University, has grown from a three-hospital academic health center in 2015, to an 18-hospital health system through mergers and combinations that include hospitals at Abington Health, Aria Health, Kennedy Health, Magee Rehabilitation and Einstein Healthcare Network. We have over 50 outpatient and urgent care centers; ten Magnet-designated hospitals (recognized by the ANCC for nursing excellence); the NCI-designated Sidney Kimmel Cancer Center (one of only 70 in the country and one of only two in the region); and one of the largest faculty-based telehealth networks in the country. In 2021, Jefferson Health became the sole owner of HealthPartners Plan, a not-for-profit health maintenance organization in Southeastern Pennsylvania. We are the first health system regionally to create an aligned payer-provider partnership.

Jefferson's mission, vision and values create an organization that attracts the best and the brightest students, faculty, staff, and healthcare professionals, as well as the most visionary leaders to drive exceptional results.
  • OUR MISSION: We improve lives.
  • OUR VISION: Reimagining health, education and discovery to create unparalleled value
  • OUR VALUES: Put People First, Be Bold & Think Differently and Do the Right Thing
As an employer, Jefferson maintains a commitment to provide equal access to employment. Jefferson values diversity and encourages applications from women, members of minority groups, LGBTQ individuals, disabled individuals, and veterans.

  • Retirement Plan Consultant

    1 month ago

    Philadelphia, Pennsylvania, United States Ascensus Full time

    FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states.Ourroots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast.The FuturePlan team includes...

  • Financial Services Associate for Retirement Planning

    5 days ago

    Philadelphia, Pennsylvania, United States Equitable Advisors Full time

    Position: Financial Professional in Retirement Benefits GroupEquitable Advisors is on the lookout for a new Financial Professional within our Retirement Benefits Group, dedicated to delivering financial solutions tailored for educators and municipal employees. This role is ideal for individuals seeking to embark on a rewarding career path with ample...

  • Senior Financial Planning Analyst

    5 days ago

    Philadelphia, Pennsylvania, United States Comcast Full time

    Job OverviewComcast, a leader in media and technology, is committed to innovation and excellence in providing premier entertainment and online experiences. As a prominent Fortune 50 company, we offer diverse career opportunities across various sectors and locations. Our dynamic workforce is at the forefront of transformation, bringing innovative products and...

  • Early Careers: Retirement Actuarial Internship – Northeast

    2 weeks ago

    Philadelphia, Pennsylvania, United States WTW Full time

    Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity now or in the future.The BusinessCreate your future. Join our Retirement consulting team in providing expertise in retirement consulting to support global organizations in optimizing the effectiveness of their employee retirement. Whether a...

  • Systems Analyst

    7 hours ago

    Philadelphia, Pennsylvania, United States Storage Strategies Inc Full time

    Job Title: Systems AnalystWe are seeking a skilled Systems Analyst to join our team at Storage Strategies Inc. in Philadelphia, PA. As a key member of our team, you will provide technical support services and systems analysis to our clients.Key Responsibilities:Offer technical administration and operations business support services to various departments...

  • Manufacturing Financial Analyst

    5 hours ago

    Philadelphia, Pennsylvania, United States Joseph Michaels International Full time

    Manufacturing Financial Analyst Position Overview: The Manufacturing Financial Analyst plays a crucial role in the financial management of a production facility, focusing on the oversight and optimization of financial operations. This position demands a blend of financial expertise, analytical prowess, and a solid grasp of manufacturing workflows to maintain...

  • Financial Services Analyst

    5 days ago

    Philadelphia, Pennsylvania, United States Spencer Stuart Full time

    Position Overview Spencer Stuart is in search of a dedicated Analyst to join our esteemed Financial Services Practice, focusing on Consumer Financial Services. This role is pivotal within our team, providing essential support and insights. Role Responsibilities As an Analyst, you will collaborate closely with Associates, Senior Associates, and Consultants,...

  • Lead Financial Analyst

    5 days ago

    Philadelphia, Pennsylvania, United States Medical Guardian Full time

    Job OverviewPosition SummaryWe are seeking a meticulous Lead Financial Analyst to oversee and coordinate financial activities within our organization. The primary responsibilities of the Lead Financial Analyst include generating financial statements, conducting account reconciliations, managing the general ledger, aiding in audit preparations, and executing...

  • Business Systems Analyst

    2 days ago

    Philadelphia, Pennsylvania, United States InsideHigherEd Full time

    Job SummaryWe are seeking a highly skilled Business Systems Analyst to join our team at InsideHigherEd. As a Business Systems Analyst, you will play a critical role in supporting the development and implementation of IT solutions that drive business process improvements and enhance our organization's overall efficiency.Key ResponsibilitiesIT Service...

  • Senior Financial Planning Analyst

    5 hours ago

    Philadelphia, Pennsylvania, United States Comcast Full time

    Job OverviewAs a pivotal member of the Financial Planning team at Comcast, you will engage in intricate economic assessments and strategic planning initiatives to enhance corporate operations and ensure the integrity of capital expenditure justifications. Your expertise will provide essential financial analysis support to departmental leaders, contributing...

  • Epic Systems Analyst

    5 days ago

    Philadelphia, Pennsylvania, United States Insight Global Full time

    This position offers a hybrid work arrangement, requiring onsite presence three days a week and remote work for two days.Essential QualificationsProven experience with Electronic Medical Record (EMR) software application deployments, including builds and workflows.Certification in Epic modules such as Ambulatory, Hospital Billing (HB), Professional Billing...

  • Revenue Optimization Analyst

    6 days ago

    Philadelphia, Pennsylvania, United States Medical Guardian Full time

    Medical Guardian stands at the forefront of senior health services, committed to empowering individuals to lead fulfilling lives. Our mission emphasizes both accessibility and excellence, fostering a workplace culture recognized for its dedication to both clients and team members.Role Overview: Revenue Optimization AnalystEnhance revenue-related processes,...

  • Senior Financial Analyst

    2 months ago

    Philadelphia, Pennsylvania, United States Blue Ridge Associates Full time

    Want to use your skills to positively impact a fast-paced, growing business?Looking to advance your career in an entrepreneurial environment?We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOPs) and 401(k) Plans. Our offices are located in...

  • Certified Behavior Analyst

    5 days ago

    Philadelphia, Pennsylvania, United States The Children's Hospital of Philadelphia Full time

    Position Overview As a Board Certified Behavior Analyst, you will play a pivotal role in enhancing the lives of children with autism and developmental disorders. Your expertise will contribute to the implementation of effective behavioral strategies tailored to individual needs.Key Responsibilities- Conduct comprehensive behavioral assessments, including...

  • Certified Behavior Analyst Master Trainer

    2 hours ago

    Philadelphia, Pennsylvania, United States QBS, provider of Safety-Care Full time

    Job OverviewPosition: Safety-Care Master Trainer (BCBA)Travel Requirement: Must be willing to travel extensively, approximately 60% of the time, including overnight stays for 2-3 weeks each month.Certification Requirement: Candidates must hold a valid Board-Certified Behavior Analyst (BCBA) credential.Location Requirement: Candidates should reside within a...

  • Supply Chain Analyst

    4 weeks ago

    Philadelphia, Pennsylvania, United States FreedomPay Full time

    The FreedomPay Commerce Platform is the technology of choice for many of the largest companies across the globe in retail, hospitality, lodging, gaming, sports and entertainment, foodservice, education, healthcare and financial services. FreedomPay's technology has been purposely built to deliver rock solid performance in the highly complex environment of...

  • Lead Financial Planning and Analysis Specialist

    4 hours ago

    Philadelphia, Pennsylvania, United States Michael Page Full time

    Position OverviewWe are seeking a talented and experienced Senior Financial Planning and Analysis Analyst to contribute to our financial strategies and insights. About the CompanyOur client is a prominent organization in the chemical industry, committed to providing innovative solutions and outstanding service. Key ResponsibilitiesConduct in-depth analysis...

  • Lead Financial Planning and Analysis Specialist

    5 days ago

    Philadelphia, Pennsylvania, United States Michael Page Full time

    About Our ClientMichael Page represents a prominent organization in the chemical industry, committed to providing cutting-edge solutions and outstanding service. They are in search of a proficient and seasoned Senior Financial Analyst.Position OverviewEvaluate financial information and trends to deliver actionable insights for strategic...

  • Lead Financial Planning and Analysis Specialist

    4 hours ago

    Philadelphia, Pennsylvania, United States Michael Page Full time

    About the CompanyMichael Page is a prominent organization in the chemical industry, committed to providing cutting-edge solutions and outstanding service. We are currently in search of a talented and seasoned Senior Financial Analyst.Position OverviewConduct thorough analysis of financial data and trends to deliver actionable insights that support strategic...

  • Senior Quantitative Risk Analyst

    6 days ago

    Philadelphia, Pennsylvania, United States Federal Reserve Bank of Philadelphia Full time

    CompanyThe Federal Reserve Bank of Philadelphia is a key institution within the Federal Reserve System, responsible for implementing monetary policy, supervising financial institutions, and providing essential financial services. This regional bank serves eastern and central Pennsylvania, southern New Jersey, and Delaware.Position Overview:The Financial...