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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.

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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