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Director, Retirement Benefits

Company: Wespath Benefits and Investments
Location: Glenview
Posted on: February 25, 2021

Job Description:

Director, Retirement Benefits

1901 Chestnut Ave
Glenview, Illinois, 60025
United States Category:
Retirement Pension Services Date Needed by:
Primary Duties and Responsibilities: Wespath Benefits and Investments,recognized as one of "Chicago's Best and Brightest Companies to Work For--" in2017-2020, has an opportunity for a Director - Retirement Benefits, to lead thestrategic development and operational execution of products and services for retirementbenefit plans, including leading the team that manages all aspects of retirementbenefit plans (plan and program design, financials, communications,administrative and compliance policies and procedures), working with seniormanagement, operational leadership, plan sponsors and other Wespath departmentsto maximize efficiency and engagement in all retirement benefit offerings.

More specifically, the Director - Retirement Benefits, will have the opportunityto: - Lead the development and initiation ofplan provisions, services and marketing strategies to realize the vision forretirement plans and services offered by the organization.
- Write and/or edit participant and plansponsor communications.
- Develop and deliver presentations at Wespathevents and meetings with large plan sponsors and other groups.
- Lead organizational projects relatedto retirement plans as project sponsor and/or subject matter expert. Partner with assigned project manager.
- Help to set and oversee policiesrelated to retirement plans for the organization.
- Lead customer focused plan developmentutilizing available research, assessment of customer needs, and by conductingmarket analysis and research.
- Manage the employees of the RetirementServices team and train and mentor junior Retirement Services staff.
- Oversee the administration ofretirement plans, including plan adoptions, rollover-ins, administrative formsdesign, retirement plan policies, and approval/denial of special requests.
- Manage budget for retirement teamwithin the Benefit Plans department.
- Develop and monitor key metricsrelated to participants engagement in their retirement benefits and developstrategies to improve participant engagement.
- Support Sr. Managing Director in developingstrategies to cross-train, unify, and conduct business within the Benefit PlansDepartment with a customer-focused mindset. Minimum Requirements/Qualifications: - Bachelor's degreeor equivalent work experience
- 10 years of work experiencein retirement consulting or operations environment
- 5 years withmanagement and senior level responsibility
- Demonstratedknowledge and understanding of retirement plan design, plan administration, andlegislative requirements pertaining to retirement plans
- Demonstratedexperience working with both defined benefit and defined contribution plans
- Experiencepresenting to external customers and senior leadership
- Strong proficiencywith Excel and PowerPoint

Preferred Qualifications:
- Demonstrated knowledgeand understanding of actuarial principles, taxes, regulatory environment, compliance,not-for-profit organizations and church plans
- Master's degree orequivalent in business, marketing, management, or another related field Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.

Keywords: Wespath Benefits and Investments, Glenview , Director, Retirement Benefits, Executive , Glenview, Illinois

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