Manager | Retirement

3 months ago

La Crosse, United States Gundersen Health System Full time

Description

:

MINIMUM QUALIFICATIONS :

Education : 

Bachelor’s degree required.

Certification/Registration/Licensure :

CBP, CEBS preferred

Experience : 

5+ years benefits experience. Healthcare, Workday and Infor preferred.

POSITION SUMMARY :

Oversees development and administration of qualified and non-qualified benefit programs in compliance with regulatory agencies and plan documents. Analyzes market trends and new legislative requirements for impact on current benefits. Analyzes and monitors costs/benefits associated with benefit programs. Develops and implements retirement benefit communication plans and SOPs. Evaluates and monitors effectiveness of benefit programs including cost and employee engagement and satisfaction.

To be successful in this role, the Retirement Manager must possess deep technical expertise in benefits, strong financial acumen, communications and people leadership experience, along with a commitment to accountability. They must be a proven strategic thinker capable of leading change at the operational and strategic levels. They must be highly motivated, committed to the development of their team, have a passion for designing high-quality and innovative benefits solutions, and have a deep interest in building collaborative cross-functional relationships. Decision-making skills must be decisive yet grounded in flexibility and practicality, and data-driven curiosity. 

ESSENTIAL JOB DUTIES/MAJOR RESPONSIBILITIES :

Develops annual retirement and savings benefits budget and accrual. Provides input to and manages changes to the annual operating budget on regular basis

Prepares, communicates and educates on changes in benefits, policies and practices within the organization

Innovates and suggests improvements and changes in retirement plans and financial well-being programs

Measures and assesses effectiveness and success of the retirement benefits offered to help drive design, innovation, as well as effective employee communication campaigns

Ensures the highest level of compliance with IRS, ERISA and other federal laws and regulations that govern U.S. retirement plans

Manages and chairs the organizational administrative committees which have fiduciary and governance responsibilities over the retirement plans

Provides plan metrics, compliance information and recommendations around program changes to senior executives and the governing committees

Works cross-functionally with Communications team to create communication and education strategies and plans that help employees understand and take best advantage of retirement and financial well-being benefits

Manages accuracy of legal retirement plan documents against administrative processes and employee facing communication to ensure compliance

Ensures stakeholders, including senior leaders are informed of new and pending legislation, regulations and reporting requirements that affect the retirement plans and the participants in those benefits

Assesses, benchmarks and holds service providers accountable to delivery of services and contractual provisions

Works cross-functionally with broader Total Rewards, Partner Resources, Legal, Tax, Payroll, Technology, Accounting & Finance teams to ensure that the development, administration, communication, changes to programs, impacts on costs and opportunities uncovered are fully vetted

Coordinate and engage with ERISA attorney, investment consultants and other professionals as needed to support plan compliance

Provides strategic guidance and expertise around technology needs and data flow requirements to support programs

Oversees and develop strong people management skills

Develops and utilizes strong communication skills

Direct and coordinate projects

Core for all Leaders

Organizational Strategy and Implementation -- Recognizes market trends, judges the impact on their AOR, contributes to responsive strategic plans, develops AOR operational plans, articulates these plans, and ensures they are communicated to gain alignment and commitment of all AOR staff.

Fiscal Management -- Effectively uses established processes to ensure accountability for effective operations and resource management.

Human Resource Management -- Effectively uses established processes to select, align, develop, motivate, manage, and retain a team of highly skilled employees.

Excellence in Service and Quality-- Achieves seamless delivery of quality patient care, safety, excellence in patient experience, and customer service. Utilizes Continuous Quality Improvement principles and platform planning in decisions, improvements, and system design. 

Organizational Leadership -- Provides leadership and accomplishes objectives by ensuring the integration of processes and initiatives while modeling collaboration. Participates and supports brand/service delivery teams as requested. 

Maintains accountability for implementation of requirements of regulatory agencies

Serves as liaison to the community

Duties and responsibilities as defined by specific department (if applicable)

PRACTICES AND PROMOTES BEHAVIOR CONSISTENT WITH THE MISSION, VISION AND VALUES :

Mission :

Together, we inspire your best life by relentlessly caring, learning and innovating.

Vision :

Leading with love, we courageously commit to a future of healthy people and thriving communities.

Values:

Belonging, Respect, Excellence, Accountability, Teamwork, Humility

If you need assistance with any portion of the application or have questions about the position, please contact or call --

Equal Opportunity Employer

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