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Senior Retirement Plan Specialist

New York NY

Posted: 08/23/2018 Department: Healthcare Finance and Operations Job Number: 4987

Title: Senior Retirement Plan Specialist

Location: New York City, NY

Industry: Healthcare

Occupational Category: Administrative/Operations

Hours: Full-time

Description: Hiring a Senior Retirement Plan Specialist for a renowned academic medical center and integrated healthcare delivery system. The Senior Retirement Plan Specialist will administer the day-to-day activities of the hospital’s retirement plans (403b, 457b Executive plans, Deferred Compensation) and work on projects as needed associated with those plans.


  • Act as the primary source of information regarding the qualified and non-qualified retirement plans for all current and prospective Plan participants and various third-party vendors to the Plan(s).
  • Assist in the coordination of files for all data sharing.
  • Maintain integrity between Payroll and the recordkeeper.
  • Research and respond to all inquiries from the recordkeeper’s service team for correction to administration records (DOTs, DOBs, SSNs, LOA’s, etc.).
  • Research and advise HCM Team, Payroll and others regarding corrections to retirement plan deductions.
  • Reconcile, coordinate authorize, and deliver wire transfers/check requests to fund employee and employer contributions to the retirement plans.
  • Coordinate and post the enrollments and employee changes to the non-qualified plan bi-weekly in the Payroll system, as needed.
  • Coordinate and assist with all legally and Plan-required summary plan documents, notices and forms.
  • Coordinate and research all regulatory compliance activities including annual audits, Form 5500 preparation and filing, and compliance testing.
  • Responsible for monitoring activities such as loans, deferments, and coding issues and corrections in Payroll system.
  • Responsible for authorization of loans, withdrawals, service provider death notifications and beneficiary confirmation, and completion of service requests as required.
  • Research and respond to inquiries from past and current employees about their retirement benefits.
  • Research and correct any data-related errors received from employees regarding the retirement plans.
  • Responsible for all participant forms for the non-qualified plan distributions, transfers, withdrawals, and deferred elections. Assist in creation and maintenance of annual procedure manual for employer sponsored plans.

Education Requirements:

  • Bachelor's degree or equivalent experience required. Masters preferred.

Experience Requirements:

  • At least three years of related pension/retirement plan experience.
  • Extensive knowledge of retirement plans and related contractual documents and laws.
  • Must have knowledge of pension regulations and possess an understanding of related accounting, recordkeeping and PC applications.
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