Retirement Plans Specialist

3 days ago


Philadelphia, Pennsylvania, United States Jefferson Health Full time
Job Summary

We are seeking a highly skilled Retirement Plans Analyst to join our team at Jefferson Health. As a key member of our benefits administration team, you will be responsible for ensuring the accuracy and compliance of our retirement plans.

Key Responsibilities
  • Administer and reconcile biweekly retirement plan contributions from payroll to investment carrier/third-party defined contribution record-keeper.
  • Determine employee plan eligibility and notify record-keeper accordingly.
  • Authorize employee defined contribution distributions and facilitate other transactions as needed.
  • Maintain knowledge of ERISA and IRS regulations as they relate to administration and reporting requirements.
  • Coordinate with 3rd-party vendors, Jefferson Finance, and Internal Audit to ensure timely filing of annual Form 5500.
  • Work closely with actuaries and investment carriers to facilitate plan administration.
  • Assist in benefits administration through conducting group new employee orientation briefings.
Requirements
  • Bachelor's degree in Human Resources or related field required.
  • 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.
About Us

Jefferson Health is a dynamic university and health system with broad reach across the Delaware Valley. 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.

Our health system 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.

We are committed to providing equal access to employment and value diversity, encouraging applications from women, members of minority groups, LGBTQ individuals, disabled individuals, and veterans.


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