Senior Retirement Programs Administrator

Job Summary

The Senior Retirement Programs Administrator is responsible for the tactical administration and daily operations of retirement programs for multiple entities with union and non-union employee groups, ensuring regulatory and contractual compliance and timely transaction processing and reporting.

Primary Objectives

• Administer defined benefit and defined contribution plans across multiple entities and employee groups.
• Monitor and maintain compliance with ERISA, IRS, DOL, and other regulatory requirements.
• Collaborate with internal teams and external vendors to support accurate and timely plan operations.
• Lead process improvements and operational consistency across retirement programs.

Duties and Responsibilities

• Administer day-to-day operations of retirement plans and programs, including eligibility, contributions, distributions, loan administration, plan audits, required testing, reporting, and filings.
• Maintain accurate plan documents, amendments, and transaction records in accordance with compliance standards.
• Document and maintain a retirement plan administration procedure manual and lead internal plan and system compliance reviews.
• Lead coordination between service providers and payroll for processing of transactions, including timely, accurate communication and documentation practices relating to deductions, plan remittances, mandatory employer contributions, and reconciliations.
• Prepare, coordinate, and submit required filings within required timeframes, including Form 5500 and other regulatory documents.
• Act as primary point of contact for all union and non-union plan participants; address and resolve complex participant issues and inquiries in a timely and professional manner.
• Coordinate and facilitate Retirement Plan Committee (RPC) meetings, record keeping, and data requests.
• Lead annual retirement programs audits and non-discrimination testing; provide plan, participant, and transaction data, records, and information to auditors; resolve inquires and substantiate data.
• Research and recommend changes to plan design, TPA services, and materials.
• Implement decisions made by the RPC incorporating compliance requirements, communication plans, and operations process changes.
• Manage and maintain effective relationships with recordkeepers, third-party administrators (TPA), trustees, legal advisors, and other service providers.
• Analyze plan performance, costs, and trends to provide strategic recommendations to leadership.
• Prepare and deliver presentations and program materials including required notices, program-related correspondence, plan summaries, and enrollment, transaction and claims materials.
• Support budgeting and collective bargaining processes by providing timely, accurate, retirement plan data, projections, and insights.
• Conduct regular plan reviews to ensure compliance with regulations and alignment with organizational goals.
• Support process enhancements and automation to optimize user experience and drive effective use and maintenance of vendor systems, HRIS, and other technology tools.
• Other duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

• Bachelor's degree in Human Resources or equivalent combination of relevant, college-level coursework and applied experience required

Licenses and Certifications

• Certified Employee Benefits Specialist (CEBS), Qualified Pension Administrator (QPA), or similar professional certifications preferred

Work Experience

• 5+ years' directly-related retirement plan administration experience required
• Experience with administration of retirement plans in a multi-employer and/or union plan environment required

Required Knowledge, Skills and Abilities

• In-depth understanding of features and mechanics of a broad variety of defined contribution and defined benefit retirement programs.
• Solid understanding of ERISA and all applicable requirements, regulations, and federal and state laws relating to retirement plans.
• Proficiency with Fidelity Plan Sponsor tools and reporting functionality.
• Excellent process and documentation management skills.
• Strong analytical skills and attention to detail with the ability to interpret and explain complex plan documents and regulations.
• Knowledge and understanding of features, processes, and regulations related to employee benefit programs.
• Excellent verbal and written communication skills.
• Ability to properly handle confidential and sensitive information and materials, detailed understanding of applicable privacy and information security regulations.
• Excellent research, project planning, and time management skills.
• Familiarity with HRIS and vendor systems and reporting tools.
• Demonstrated intermediate level proficiency with Microsoft Office products including Excel, Word, PowerPoint, and Outlook.

Preferred Knowledge, Skills and Abilities

• Advanced Excel, presentation, and analytical skills preferred.

Competencies

• Delivers Results Rigorously drives self and others to achieve high levels of individual and organization performance.
• Engages & Inspires Others Leads with energy, self-confidence and understanding in ways that motivate colleagues to achieve more than they thought possible.
• Focuses on the Customer & Market Continuously evaluates what is important to the customer/client and develops products or solutions that exceed expectations.
• Makes Sound Business Decisions Makes timely and well-informed decisions that advance critical priorities, capitalize on new opportunities, and resolve problems.
• Practices our Values Supports and models The Pasha Way; conduct reflects Excellence, Honesty, Integrity, Innovation and Teamwork.

PHYSICAL DEMANDS, WORK ENVIRONMENT, AND TRAVEL

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Hear and speak with sufficient clarity to understand and engage in telephonic information exchange; hear and understand verbal instructions; give and receive information verbally in person or via communication device - Often
• Walk/travel within office environment, crouch/bend to access floor-level storage - Often
• Use hands/fingers to operate office equipment, type/complete data input, write - Often
• Reach with hands, arms; lift, move and manipulate objects weighing up to 20 pounds - Occasionally
• Sight sufficient to read instructions, documents, and screen-based information - Often
• Use hands/fingers to manipulate and file documents, folders, small objects - Regularly

Working Environment

This role requires work that may involve the following environmental conditions:

• Corporate office environment

Travel

10% Must be able to travel independently to U.S. locations including Hawaii.

Screening Requirements

Background Checks

Must be fully vaccinated against COVID-19, except as prohibited by law.

The information included in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive or exhaustive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

The salary range listed is based on the geographic zone associated with this role: San Rafael, CA. If you are applying to work from a different location, the salary range may vary to align with the cost of labor and market conditions in that area. For applicants from other zones, we encourage you to reach out to us to confirm the relevant salary range for your specific location. Starting pay will be determined by job-related factors including experience, education, and business needs and may be modified at any time.

Zone 1: $135,000 - $155,000