HRO Retirement Specialist

3 weeks ago

Dallas, United States CareerBuilder Full time

At Lockton, were passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. Were active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,

you belong here.
Business unit

Lockton-Dunning Series
Schedule

Full-time
Job type

Standard
Workplace

Remote
Your Responsibilities

Due to our success and increased business opportunities, we are looking for a Benefits Specialist with a focus on 401(k), to partner with the HR Outsourcing team in managing and servicing client accounts operating as an extension of the clients HR team. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.
Responsible for the day-to-day administration and the relationship with current record keepers/trustees.
Evaluates operational workflows to increase efficiencies and process improvements.
Streamlines recordkeeping processes for management and administration of all defined contribution and nonqualified deferred compensation plans. Ensures compliance with laws as well as with company policies and procedures.
Oversees the internal and external resources required to make changes to the retirement plans such as the setup amendments, merger, restatement or termination.
Initiates process and prepares reporting for annual valuations, nondiscrimination testing, internal and external audits, Form 5500s, annual funding notices, special filings and summary annual reports to internal departments and outside vendors.
Provides input and recommendations for the Investment Advisory Committee regarding suggested plan improvement and legal compliance.
Responsible for reviewing loan monitor reports and updating participant loans as needed or requesting reamortization from the record keeper.
Reviews Summary Plan Descriptions as they are updated for accuracy and ensure the language matches actual plan practice.
Manages the preparation of communications with internal and external contacts.
Assists Field Human Resources Managers and Associates in formulating responses to participants questions, in problem resolution and in plan interpretation.
Processes contributions, determine eligibility, load election and loans and other retirement related data updates.
Review and/or process frequent 401(k) payroll contribution funding at recordkeeper.
Responsible for reporting of plan metrics, determining trends, and recommending plan changes.
Works closely with Payroll and HRIS department relating to 401(k) deductions and nonqualified plans.
Qualifications

Bachelors Degree is required.
Two years employee benefits experience with emphasis on recordkeeping, compliance, trust services, etc. preferred.
Must possess mathematical/technical expertise in managing and reporting monthly statistics, tracking results and observations.
Ability to manipulate large spreadsheets, census data, benchmarking data, etc.
Excellent computer skills including Microsoft Office software.
Strong working knowledge of Federal and State legislation, legal issues related to the retirement industry, knowledge of differing financial arrangements and products available to clients (i.e. retirement plan products).
Excellent organizational and communication skills.
Workday experience is a plus.
Legal right to work in the United States
Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do whats right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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