Senior Retirement Benefits Manager

6 days ago


San Antonio, Texas, United States Royalty Medical Solutions Full time
Job Summary:

We are seeking an experienced Senior Retirement Benefits Manager to oversee the administration, regulatory compliance, and financial performance of our Pooled Employer Plan (PEP).

Responsibilities:
  • Plan Compliance: Ensure the PEP complies with all federal and state regulations, including ERISA, the SECURE Act, and IRS guidelines.
  • Regulatory Filings: Oversee the preparation and submission of regulatory filings, including Form 5500 and other required documents.
  • Risk Management: Identify and mitigate operational, legal, and fiduciary risks; manage fiduciary liability.
  • Financial Analysis: Analyze the financial performance of the PEP, track contributions, fees, and expenses, and generate reports for the PPP and participating employers.
  • Reporting: Ensure the accurate and timely distribution of financial disclosures and reports.
  • Promotion: Promote the PEP to potential employers, explain plan benefits, and manage employer onboarding and ongoing participation.
  • Relationships: Serve as the key point of contact for participating employers and maintain strong relationships.
  • Operations: Oversee the day-to-day operations of the PEP, working with internal teams and third-party service providers to ensure smooth plan administration.
Requirements:
  • Bachelor's Degree: A Bachelor's degree in business administration, Finance, Accounting, Economics, Human Resources, or a related field is required.
  • Master's Degree: A Master's degree is preferred.
  • Experience: 7+ years of experience in retirement plan administration, compliance, or related fields.
  • Certifications: Series 65, Series 63, Series 7, Certified Employee Benefit Specialist (CEBS), Qualified 401(k) Administrator (QKA), Certified Plan Fiduciary Advisor (CPFA), Enrolled Retirement Plan Agent (ERPA), and Certified Risk Manager (CRM)
Salary and Benefits:

The estimated annual salary for this position is $120,000. We offer a comprehensive benefits package, including medical, dental, and vision coverage, life/AD&D insurance, accident/critical illness insurance, FSA and HSA accounts, competitive paid time off, professional development/tuition funds, continuing education and career certification, company-funded Lifestyle Spending Account, employee engagement activities, service recognition compensation, and work/life resources.



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