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Financial Planning Specialist
2 months ago
As a key member of the Financial Benefits team at Transdev, you will play a critical role in overseeing the day-to-day administration of the company's retirement programs. Reporting directly to the Retirement Plans Manager, you will be responsible for ensuring compliance with plan documents, Federal laws, and regulations.
Key Responsibilities- Program Administration: Oversee the day-to-day operations of the Retirement function, ensuring that processes are documented, up-to-date, and efficient.
- Research and Support: Research and respond to questions from payroll, locations, and vendors.
- Annual Plan Audits: Be the primary resource for annual plan audits and Form 5500 filings.
- 401(k) Contributions: Review weekly 401(k) contributions.
- Union Pension Contributions: Calculate and/or review union pension contributions.
- Non-Qualified Plan Enrollment: Administer annual non-qualified plan enrollment.
- Cost Analysis: Prepare cost analysis for labor negotiations and business contract bids.
- Notice Distribution: Ensure all required notices and materials are distributed to locations or employees in a timely manner.
- Legislative Updates: Stay current on legislation impacting retirement plans and employee compensation.
- Ad Hoc Analysis: Complete ad hoc analysis and tasks for retirement, compensation, employee engagement surveys, and employee data validations.
- Bachelor's Degree: Bachelor's degree (BA/BS).
- Analytical Skills: Strong analytic and quantitative skills.
- Technical Skills: Proficient with Microsoft Office suite of products, including advanced Microsoft Excel skills.
- Communication Skills: A collaborator with excellent communication skills.
- Confidentiality: Ability to manage confidential and sensitive information with appropriate discretion and judgment.
- Adaptability: Ability to work well under pressure and adapt to changing priorities.
- Experience: Employee benefits, Payroll, Compensation, and Retirement Benefits experience is a plus.
- Travel Requirements: Travel requirement outside of immediate area (as a percent) < 10%.
- Background Check: Drug testing and background check.
- Testing: Testing related to job requirements.
- Work Environment: 100% of work is accomplished indoors and in air-conditioned or well-ventilated facilities.
- Work Space: Work is accomplished in an office or in a cubicle space equipped with a telephone and computer.
- Physical Demands: Will be subjected to long periods spent sitting, typing, or looking at a computer screen.
