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Financial Wellness And Retirement Manager
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- Fulfills fiduciary governance tasks as Plan Administrator and Secretary of the Retirement Benefits Committee (e.g. regular fee reviews, review of vendor requests for proposals, keeping/ratifying meeting minutes, recommending plan amendments/resolutions, etc.)
- and makes recommendations to improve competitive position and/or legal compliance, including acting as an internal consultant and expert for retirement benefits and fiduciary responsibility best practices and market competitiveness, analyzing benchmark surveys and market, economic and plan financial data to identify trends and improvement opportunities and working with finance to ensure enhancements are budgeted and accounted for properly.
- Fulfill fiduciary governance tasks as Plan Administrator and Secretary of the Retirement Benefits Committee (e.g. regular fee reviews, review of vendor requests for proposals, keeping/ratifying meeting minutes, recommending plan amendments/resolutions, etc
- Make recommendations to improve competitive position and/or legal compliance, including acting as an internal consultant and expert for retirement benefits and fiduciary responsibility best practices and market competitiveness, analyzing benchmark surveys and market, economic and plan financial data to identify trends and improvement opportunities and working with finance to ensure enhancements are budgeted and accounted for properly.
- Demonstrated expertise with standard concepts, practices, and procedures related to defined contribution plan administration, management and governance
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