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Globe Life 3700 S. Stonebridge Dr. McKinney TX 75070 Email Website
Posted on 4/12/2021 Featured Listing

Retirement Specialist

Globe Life


McKinney, TX

CEBS Designation



Job Description:
Primary responsibility is to accurately process and recommend improvements for various critical internal processes and transactions in the effective administration of the company’s defined benefit, defined contribution, and other retirement plans.

-Accurately process weekly pension and other periodic payments
-Distribute and track retirees benefits paperwork to ensure timely return and follow-up as needed with retirees
-Provide support to Plan Administration with internal and external compliance audits
-Review and approve defined contribution requests from third party provider and reconcile payroll contributions
-Assist in maintaining employee databases and data integrity with third-party systems
-Test compliance, determine eligibility and contribution levels, complete and submit government forms, and prepare and distribute summary annual reports, etc.
-Support regular inquiries, investigation, and correspondence with retiree’s, active, and terminated participants in all retirement plans
-Determine employee retirement benefits by completing necessary calculations
-Ensures retirement plans are administered in accordance with company, state, and federal guidelines and regulations.
-Maintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits.
-Preparation and review of annual and semi-annual defined contribution discretionary contributions
-Annual ADP/ACP (non-discrimination testing)
-Assist with the distribution of notices and other time sensitive retirement materials
-Preparation and auditing of valuation data for Pension Plans
-Performs other duties as assigned

Required Skills:
-Ability to read and understand complex plan documents
-Ability to effectively prioritize competing tasks and manage multiple tasks simultaneously
-Excellent organizational, analytical, and verbal/ written communication skills.
-Ability to work well either independently or as part of a team with a focus on achieving exceptional results.
-Ability to handle sensitive information and maintain a high level of confidentiality
-A high level of accuracy and attention to detail is required for success
-Excellent interpersonal and customer service skills with ability to clearly explain retirement plan options in easily understood terms.
-Proficiency with MS Office Suite and other related software and system interfaces.
-Strong knowledge of ERISA and IRS regulations a plus.
-SHRM-CP or PHR a plus

Required Experience:
-At least five years of experience working in the administration of defined benefit and defined contribution plans
-Bachelor’s degree in Business Administration, Human -Resources, or other related field required or equivalent work experience with proven problem-solving ability.
-Familiarity with a variety of concepts, practices and procedures in employee benefits a plus.

Mail:3700 S. Stonebridge Dr. McKinney TX 75070 Website: Apply Online
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