Benefits and Wellness Specialist II-Retirement and Financial-Full Time

Summary:

Under the direction of the System Director of Benefits and management of the Benefits Manager (Retirement), this role will support the administration of the CHRISTUS Health Defined Benefit, Defined Contribution (i.e. 401k/403b), and Non Qualified Deferred Compensation (i.e. 457b) retirement plans, including compliance, reporting, record keeping, data reconciliation, auditing and invoicing. Working in a team environment leading projects and collaborating with task owners within the benefits department, cross departmentally, and external stakeholders to support business needs aligned with System and departmental strategic objectives.
The role includes but not limited to the interpretation plan documents, administrative rules governing the retirement benefits program, and government regulations that affect program rules and operations.

Responsibilities:

• Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
  
• Maintain thorough knowledge of Defined Benefit and Defined Contribution, and Non Qualified Deferred Compensation retirement plan designs along with the administration of the plans.
  
• Assist with the re-evaluation of current processes and procedures applicable to the job function for opportunity of process improvement.
  
• Cultivate healthy liaison relationships with vendors, record keepers, Third Party Administrators, System departments, and entities to maintain connectivity within the function.
  
• Assist with the facilitation of data transfer and reconciliation amongst Third Party Administrators.
  
• Research and resolve retirement benefit case management inquiries from Third Party Administrators, and internal System departments.
  
• Assist with the processing and preparation of annual reporting such as annual valuations, nondiscrimination testing, internal and external audits, Form 5500s, annual funding notices and summary annual reports to internal departments and Third Party Administrators.
  
• Assist with the review of Summary Plan Descriptions as they are updated for accuracy and ensure the language matches actual plan practice.
  
• Assist with the preparation and distribution of retirement benefit plan communications with internal and external Stakeholders.
  
• Research and resolve escalated retirement benefit plan Associate issues.
  
• Assist with the streamline of recordkeeping processes for management and administration of all plans.
  
• Assist with all qualified plan servicing including participant education presentations, on?boarding, plan design, participant inquiries, tracking and compliance, investment updates and reporting, and technology troubleshooting, when and where appropriate.
• Collaborate with stakeholders to design, develop, and implement financial wellness programs, initiatives, and educational resources.
  
• Leverage vendor partnerships to facilitate workshops, seminars, and training sessions to educate employees or members on various financial topics, such as budgeting, debt management, savings, investments, retirement planning, and financial goal setting.
  
• Research relevant financial tools, resources, and external partnerships to support financial wellness programs and enhance participants' financial knowledge and skills.
  
• Ensure compliance with relevant laws, company policies, procedures regulations, and best practices related to all benefit/wellness related programs.
  
• Ensure the System core values are demonstrated to enhance the customer experience .
  
• Other duties as assigned
  
• Must possess excellent written and verbal communication skills with ability to convey complex issues in laymen terms.
  
• Must possess strong presentation, negotiating and conflict resolution skills.
  
• Must be proficient in Microsoft Office applications.
  
• Must have in depth knowledge of employee retirement program designs and operations.
  
• Must have in depth knowledge of governmental regulations surrounding retirement benefit programs.
  
• Must have strong leadership abilities working in a team environment.
  
• Must have working knowledge of HRIS systems, database capabilities, and input/output capabilities.
  
• Have success in working in a fast-paced environment with flexibility to easily adapt to changing priorities.

Job Requirements:

Education/Skills

• Bachelor's degree in human resources, Business Administration, or other related field or equivalent combination of education and work experience that provides the knowledge and abilities necessary to perform the work.

  
  

Experience

• Five (5) or more years of related experience in retirement and/or finance experience with emphasis on project management, administration, recordkeeping, compliance, and trust services to include the plan design interpretation, analyses, and reporting.
  

• Demonstrated experience in the areas of plan implementation and conversion, extensive understanding of retirement plan documents, and data collection and analysis.

  
  

Licenses, Registrations, or Certifications

• PHR, SPHR or CEBS certification preferred
  

Work Schedule:

TBD

Work Type:

Full Time

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