Sr. Specialist, Retirement/Benefits

New York, NY

Summary

This position will serve as lead focusing on the pension and 401(k) plans as part of the global benefits team.

Primary Responsibilities and/or Essential Functions

• Provide consulting, subject matter expertise and benchmarking with respect to pensions.
• Primary liaison with pension actuary and 401(k) plan record keeper.
• Prepares historical data and reviews pension calculations.
• Communicates retirement benefit information with employees and vested terminated participants.
• Administers trustee benefit payment system for all pension plan payments.
• Primary liaison with 401(k) Plan record keeper for resolving 401(k) plan administrative issues.
• Analyze and create queries and reports and analysis for pension, 401(k) and other benefits plans.
• Manage the development of annual profit sharing plan forfeiture analysis, plan contribution schedules and annual pension valuation reports.
• Participate in the design of Partner Annual Benefit Statements.
• Responsible for Annual Funding Notice
• Participates in departmental projects (annual benefit statements, open enrollment).
• Work with partner financial advisors.
• Any additional responsibilities as required by management.

Knowledge Skills and Ability

• Minimum 5 years prior benefits experience with large, multi-location employer working with a broad range of benefit plans including pension, 401(k) and health & welfare plans.
• Must be able to work independently and manage multiple projects in an extremely fast paced
• Excellent written and verbal communication skills and be able to interface with all levels within the firm.
• Advanced computer skills (excel and word).
• Strong working knowledge and experience with automated benefits system (Workday a plus).
• Ability to interpret plan documents and communicate plan provisions effectively (new hire orientations, issue resolutions, etc.).
• Strong working knowledge of DOL and IRS regulations.
• Have some experience administering health & welfare plans.

Education/Certifications

• Bachelor’s degree or equivalent work experience required.