Retirement Planning Specialist – Senior

Bachelor’s Degree in human resources, business administration, related field, or an equivalent combination of formal education and the following job related experience: Business Administration/Management
Minimum of 5-8 years of experience in retirement planning, employee benefits or related field for mid-sized and large organizations
Interacts effectively with internal and external customers, providing clear and professional communication
Utilizes office tools, equipment, and software applications efficiently, including Human Resources Systems (HRS)
Manages benefit plans while maintaining confidentiality and resolving problems with precision
Researches and analyzes employee benefit plans, surveys, policies, reports, procedures, and correspondence to ensure accuracy and compliance
Reviews and interprets company policies, governmental regulations, actuarial evaluations, legal opinions, contracts, and other benefit-related documents
Develops clear, actionable information and presents it effectively through meetings and presentations
Applies strong interpersonal and communication skills to advise and support employees and stakeholders
Expertise in retirement counseling and plan optimization strategies

Deliver impactful presentations and seminars on retirement planning, financial readiness, and benefit optimization
Provide personalized consultation to employees to help them maximize company benefits and achieve retirement goals
Collaborate with employees, retirees, and management to address retirement needs and provide expert guidance
Analyze retirement plans, including pensions, retiree medical benefits, and 401(k), to ensure effective management and optimization
Monitor trends in retirement plans, preparing recommendations to maintain competitiveness and align with industry standards
Compile and process retirement-related reports, benefit statements, and correspondence with employees, vendors, and external stakeholders
Manage the preparation of materials such as benefit coverage analyses, legal reviews, and funding requirements
Conduct employee communications, enrollment meetings, and retirement seminars
Provide leadership and guidance to junior staff members, as needed