Retirement Planning Specialist Job at System One, Tulsa, OK

NDZBZXF6N2pxMU1PcGVNY2hwNk1YQzZZUnc9PQ==
  • System One
  • Tulsa, OK

Job Description

Job Profile Summary

The Senior Retirement Planning Specialist reports to the Retirement Plans Manager and focuses on:
  • Employee Guidance and Education : Assist employees at all career stages with retirement planning, focusing on financial preparedness, mindset readiness, and maximizing company benefits.
  • Communication and Analysis : Develop, implement, and evaluate leadership and employee development programs for retirement, including workshops, training sessions, and coaching, aligned with organizational goals and leadership competencies.
  • Expertise and Support : Use data, assessment tools, and feedback to evaluate program effectiveness, refine initiatives, and stay updated on industry trends and best practices to drive organizational success.
Essential Functions and Responsibilities
The Senior Retirement Planning Specialist plays a pivotal role in guiding employees toward successful retirement planning and financial security. This position supports a culture of care, excellence, and innovation by:

Employee Education and Support
  • Deliver impactful presentations and seminars on retirement planning, financial readiness, and benefit optimization.
  • Provide personalized consultation to employees to help them maximize company benefits and achieve retirement goals.
  • Collaborate with employees, retirees, and management to address retirement needs and provide expert guidance.
Plan Administration and Analysis
  • Analyze retirement plans, including pensions, retiree medical benefits, and 401(k), to ensure effective management and optimization.
  • Monitor trends in retirement plans, preparing recommendations to maintain competitiveness and align with industry standards.
Reporting and Communication
  • Compile and process retirement-related reports, benefit statements, and correspondence with employees, vendors, and external stakeholders.
  • Manage the preparation of materials such as benefit coverage analyses, legal reviews, and funding requirements.
Leadership and Guidance
  • Conduct employee communications, enrollment meetings, and retirement seminars.
  • Provide leadership and guidance to junior staff members, as needed. 
Education
  • Bachelor's Degree in human resources, business administration, related field, or an equivalent combination of formal education and the following job related experience: Business Administration/Management
Work Experience
  • Minimum of 5-8 years of experience in retirement planning, employee benefits or related field for mid-sized and large organizations.
  • Interacts effectively with internal and external customers, providing clear and professional communication.
  • Utilizes office tools, equipment, and software applications efficiently, including Human Resources Systems (HRS).
  • Manages benefit plans while maintaining confidentiality and resolving problems with precision.
  • Researches and analyzes employee benefit plans, surveys, policies, reports, procedures, and correspondence to ensure accuracy and compliance.
  • Reviews and interprets company policies, governmental regulations, actuarial evaluations, legal opinions, contracts, and other benefit-related documents.
  • Develops clear, actionable information and presents it effectively through meetings and presentations.
  • Applies strong interpersonal and communication skills to advise and support employees and stakeholders.
  • Expertise in retirement counseling and plan optimization strategies.
Knowledge, Skills and Abilities
  • Knowledge of: retirement plans, including pensions, 401(k), and retiree medical benefits.
  • Knowledge of: Social Security and Medicare regulations and benefits.
  • Knowledge of: employee benefit plans, policies, procedures, and related governmental laws and regulations.
  • Skills in: preparing and analyzing reports, benefit statements, and related documentation.
  • Skills in: evaluating and managing retirement plan trends.
  • Skills in: collaborating with employees, retirees, and external stakeholders.
  • Ability to: interpret and ensure compliance with government regulations related to retirement benefits.
  • Ability to: manage multiple priorities and meet deadlines effectively.
  • Ability to: guide junior staff and support team initiatives.
Licenses and Certifications
  • Certified Employee Benefits Specialist (CEBS)-IFEBP or
  • Professional in Human Resources (PHR)-HRCI preferred

Ref: #208-Eng Tulsa

System One, and its subsidiaries including Joulé, ALTA IT Services, TeamPeople, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

Job Tags

Work experience placement, Local area,

Similar Jobs

Talentoma

Call Center Representative Job at Talentoma

 ...Representative and enjoy the flexibility of working from home. In this role, youll provide first-line support by addressing common customer concerns, assisting with account...  ...focus will be helping customers navigate services and resolve basic issues. If you're someone... 

Matec Instrument Companies, Inc.

UT Tech Trainee Job at Matec Instrument Companies, Inc.

Local Candidates Only Please Do you have a passion for precision and a knack for problem-solving? If you are a hands-on technician and are interested in an exciting career applying your skills and learning non-destructive testing, which is vital to ensure the safety...

PSL Services/STRIVE

Marketing Coordinator Job at PSL Services/STRIVE

 ...more than 50 miles) Childcare Reimbursement if Eligible Student Loan Forbearance for eligible federal loans (interest paid by AmeriCorps) SNAP Eligibility (depending on financial situation) Training and Professional Development Life Navigator (on-staff... 

Beacon Hill

Administrative Accounting Clerk Job at Beacon Hill

 ...accounting experience. ~ Strong Excel and data entry skills. ~ Bilingual (Spanish) strongly...  ...package including, but not limited to, medical, dental, vision, and federal and state...  ...offerings. We look forward to working with you. Beacon Hill. Employing the... 

Community Care Plan

Population Healthcare Social Worker Job at Community Care Plan

 ...Hybrid Day Shift Employment Type: Full Time Join our Care Coordination Concierge team and make a meaningful impact on patient lives. Were looking for a compassionate and skilled Social Worker to support high-risk patients through personalized care...