Retirement Analyst at Reynolds American supporting financial wellbeing education and managing 401(k) plan administration. Collaborating with vendors and internal teams for employee engagement and resources.
Responsibilities
Promote financial wellbeing opportunities for employees. This includes drafting and reviewing email communications or resources to be posted.
Also includes creating presentations and presenting materials to new hires or education sessions to employee groups.
Collaborate with third-party vendor and internal communication teams to keep employees engaged and apprised of opportunities for financial education.
Seek opportunities for vendors to be on-site or support in ways that work best for various employee segments.
Manage our Employee Education Plan (Tuition Reimbursement) and third-party vendor in administration of that program.
Oversee our Executive Financial Wellbeing resources by notifying vendors of newly eligible participants and letting newly eligible participants know about new resource options.
Keep advisors informed of any benefit changes that may impact executives.
Administration of 401(k) and severance plans.
Back-up to Benefits Analyst in activities such as 401(k) funding, and interface error resolutions
Facilitate corrections as needed for 401(k) with third-party record keeper and/or payroll
Support certain cyclical activities such 401(k) reconciliations and non-qualified plan administrative processes that require excel skills such as lookups and advanced formulas
Assist in Severance plan administration, data reporting and analysis as needed.
Assist in participant escalations working with company and vendor call centers to resolve inquiries timely
Support team in ongoing process improvements, process documentation updates and various processes as needed.
Requirements
2+ years in corporate business environment
2+ years in 401(k) plan administration; experience in financial wellbeing programs preferred but not required
Experience in administrative, analytical or project management role demonstrating organizational skills
Excellent verbal and written communication skills, with the ability to convey information in a clear and concise manner
Ability to work independently and as a team member
Adaptable to changing business needs
Demonstrated ability to execute and respond quickly in a fast-paced, high-volume environment.
Demonstrated ability to deliver high level, responsive customer service in a business environment
Problem solving and analytical skills
Adaptable to changing business needs
Ability to learn new technologies
Proficient in the use of office technologies (MS Word, Outlook, PowerPoint), with high-level of proficiency in Excel
Benefits
401(k) plan that offers opportunity to save on pre- and post-tax basis up to 50 percent of eligible compensation.
Company matches 100 percent of employee pre-tax/Roth (401k) contributions up to six percent
Company contributes an additional three percent to 401(k) whether employee participates or not
Comprehensive health- and welfare-benefits package (including medical, dental, vision, and prescription drugs)
Health Savings Account start-up contribution for employees who elect the high deductible health plan
Flexible spending accounts for both Health Care and Dependent Care allowing employee to use pre-tax dollars to pay for qualified expenses during the calendar year
Employee assistance program offering 8 free counselling sessions, per issue, each calendar year for employees and their dependents
Company paid life insurance of 1x annual base pay ($50,000 minimum)
Company paid accidental death or dismemberment insurance of 2x annual base pay ($50,000 minimum)
Voluntary insurances offered at group rates: employee and dependent life insurance, AD&D insurance, critical illness, accident coverage, disability buy-up, and auto & home insurance
Tuition reimbursement and student loan support
Dependent Scholarship Programs
Free confidential personal financial counselling service
On-site health centers and 24/7 fitness centers at certain company locations
A charitable giving matching grants program that enables employees to direct and double their donations to qualifying charitable organizations of their choice
Health-care concierge service
Volunteer service opportunities
Extensive training opportunities
Company vehicle for eligible employees
Mobile phone allowance for eligible employees
Paid Leave: Sick and Personal Time (exempt employees may be excused with pay for brief absences; non-exempt employees receive up to 6 days)
Vacation (levels Below Senior Director receive 15 days (pro-rated during first year of service); Senior Director and Officers receive 25 days (pro-rated during first year of service)).
Holidays (Nine company recognized and two annual personal holidays to be used at the employee’s discretion)
Paid Parental Leave + temporary reduced work schedule opportunity
Funeral Leave
Short-Term Disability Leave
Long-Term Disability Leave
Jury Duty Leave
Military Leave
Released Time for Children’s Education
Community Outreach Leave
Other paid leave benefits, as required by state or local law
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