Benefits Advisor, Equity & Retirement

Position Summary The Benefits Advisor, Equity & Retirement is responsible for the day-to-day operational administration of PACS's capital accumulation programs and is the first point of contact for employees participating in them: the employee stock purchase plan, restricted stock unit and other equity awards, and the 401(k) plan. Position Summary The Benefits Advisor, Equity & Retirement is responsible for the day-to-day operational administration of PACS's capital accumulation programs and is the first point of contact for employees participating in them: the employee stock purchase plan, restricted stock unit and other equity awards, and the 401(k) plan. As a public company (NYSE: PACS), these programs carry securities law, SEC reporting, and ERISA fiduciary obligations. This role executes the established process and produces the underlying records; the Vice President, Total Rewards retains ownership of program governance, plan design, and the fiduciary record, and Legal retains sign-off on all securities law matters. This is a single-incumbent, individual contributor role combining transactional accuracy with responsive participant service. PACS is building the Total Rewards function in phases, and this role offers a development path toward senior advisor and, ultimately, management of equity and retirement operations as the function matures. Key Responsibilities - Participant Service And Escalations Primary point of contact. Serve as the named point of contact for all equity and retirement inquiries reaching Total Rewards, whether through the HR ticketing queue, direct email, or referral from HR Business Partners, Payroll, or facility leadership. Ticket ownership. Own intake, triage, resolution, and closure of participant tickets against agreed service levels. Maintain accurate ticket records and ensure no inquiry ages without response. Employee escalations. Resolve participant escalations covering enrollment, contribution changes, deferral elections, vesting and release mechanics, distributions, loans, hardship withdrawals, beneficiary designations, and the tax treatment of equity transactions. Escalation routing. Escalate to the Vice President, Total Rewards any matter requiring plan interpretation, an exception to plan terms, a correction, or a securities law judgment. Route participant-specific investment questions to the recordkeeper or the plan's advisor rather than advising directly. Knowledge base. Build and maintain participant-facing FAQs, guides, and self-service content so that recurring questions are answered before they become tickets. Trend reporting. Track ticket volume, themes, and resolution times, and surface recurring issues that indicate a process, communication, or system defect. Key Responsibilities - Equity Programs Plan administration. Administer ESPP offering periods, enrollment, contribution changes, purchases, and dispositions. Administer RSU grants, vesting, releases, and tax withholding. Platform administration. Act as day-to-day administrator of the equity administration platform. Maintain participant-level data integrity, process transactions, and log vendor service issues for review by the Vice President, Total Rewards. Payroll interface. Partner with Payroll on withholding, taxable income reporting, and cross-jurisdiction tax treatment for equity transactions. Securities compliance support. Compile and reconcile the transaction data requested in support of Section 16 reporting and proxy preparation, and process pre-clearance requests and trading window notifications according to the procedure maintained by the Vice President, Total Rewards and Legal. Share reserve. Maintain share reserve utilization records and prepare burn rate data for review. Participant communications. Deliver participant education on equity mechanics, taxation, and enrollment decisions using materials approved by the Vice President, Total Rewards and Legal. Key Responsibilities - Retirement Programs Committee support. Prepare and circulate 401(k) plan committee materials at the direction of the Vice President, Total Rewards. Attend meetings as recorder and draft minutes for review and approval. The Vice President, Total Rewards serves as non-voting secretary and owns the fiduciary record; this role does not vote, does not serve as secretary of record, and does not participate in investment selection or monitoring. Governance calendar. Maintain the fiduciary calendar covering investment review, fee benchmarking, plan document restatements, and required participant notices, and flag upcoming deadlines in advance. Vendor coordination. Handle day-to-day recordkeeper service requests and case resolution. Vendor selection, retention, service level negotiation, and fee decisions rest with the committee and the Vice President, Total Rewards. Plan operations. Monitor deferral remittance timing, prepare employer contribution and true-up calculations, gather data for annual compliance testing with the recordkeeper, and identify and report operational defects for resolution by the Vice President, Total Rewards. Audit and filing support. Support the annual plan audit and Form 5500 filing by assembling requested schedules, participant data, and payroll reconciliations. The Vice President, Total Rewards coordinates the audit and owns filing sign-off. Track the ERISA fidelity bond renewal date and flag it for action. Participation analytics. Track eligibility, auto-enrollment, and participation metrics and prepare the underlying reporting. Decision authority and fiduciary status Fiduciary status. This role is scoped as a ministerial, non-fiduciary position. It does not exercise discretionary authority over plan assets, plan administration, or the selection and monitoring of plan investments. Discretionary authority rests with the named fiduciaries designated in the plan document and with the committee acting under its charter; plan design decisions remain with the plan sponsor. Recommends. Participant communication approach, knowledge base content, process improvements arising from ticket trends, and data reconciliation methods. Decides. Day-to-day transaction processing, ticket triage and prioritization within agreed service levels, and the sequencing of routine operational work. Escalates. Plan design questions and analysis, any securities law matter, vendor selection and renewal, service level disputes, operational corrections of any kind, exceptions to plan terms, and any matter carrying fiduciary implications. Program strategy, plan design, governance ownership, audit coordination, and the fiduciary record remain with the Vice President, Total Rewards. Legal retains sign-off authority on securities law matters, including Section 16 reporting, pre-clearance decisions, and proxy and CD&A content. Required Qualifications Bachelor's degree in Human Resources, Business, Finance, Accounting, or a related field, or equivalent experience. Three or more years of experience administering equity compensation and/or qualified retirement plans. Hands-on experience with an equity administration platform or a 401(k) recordkeeper portal. Working familiarity with 401(k) compliance testing and Form 5500 reporting, and a general understanding of ERISA fiduciary standards. Understanding of equity award taxation, including ESPP qualifying and disqualifying dispositions and RSU withholding. Demonstrated service orientation and the ability to explain technical plan mechanics to a non-technical audience. Documentation discipline and comfort producing accurate records that others rely on. Advanced Excel skills and comfort reconciling data across multiple systems. Willingness to pursue the CEP (Certified Equity Professional) designation, with Level 1 targeted within the first 12 months. Preferred Qualifications Public company equity administration exposure. Experience supporting a retirement plan committee or a fiduciary governance framework. Experience with Empower as recordkeeper. Experience with an HR ticketing or case management system. Multi-state, high-turnover hourly workforce experience. Success in the first twelve months Equity and retirement inquiries consolidated into a single tracked queue, with response and resolution times measured and reported. Participant knowledge base published and maintained, with a measurable reduction in repeat inquiries. Equity administration fully transitioned, with a documented month-end and quarter-end close process operating without exception. Committee materials prepared and minutes drafted on schedule for every meeting, with a complete retained set. Plan audit and Form 5500 supported with all requested data delivered on the agreed timeline and without rework. CEP Level 1 registration completed and study underway. Career path This role is the entry point to the Equity & Retirement ladder. The progression is Benefits Advisor (I7) to Senior Advisor (I8) to Manager, Equity & Retirement (M8). Advancement is driven by assuming governance ownership: the fiduciary record, audit coordination, securities compliance preparation, and plan design analysis, together with completion of the CEP designation. Join PACS: Elevate Healthcare with Us! PACS is elevating healthcare by revolutionizing our approach to leadership and quality care. Guided by our core values of love, excellence, trust, accountability, mutual respect, and commitment , we strive to foster a culture of compassionate care within our teams and the communities we serve. As we grow rapidly, exciting opportunities await you to engage in impactful projects and contribute valuable insights to stakeholders nationwide. If you're ready to make a difference and embrace our mission of creating real change, we invite you to join us at PACS. Together, let’s shape the future of healthcare! Join Our Team and Thrive! At PACS, we believe our employees are our greatest asset. That’s why we offer an exceptional benefits package designed to enhance your well-being and support your lifestyle. Our Comprehensive Benefits Include Health Coverage: Enjoy medical, dental, and vision plans to keep you and your family healthy. PTO and Vacation: Benefit from generous paid time off and holidays to relax and recharge. Financial Wellness: Take advantage of Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to manage your healthcare expenses effectively. Retirement Planning: Secure your future with our 401(k) plan, complete with company contributions to help you build your retirement savings. Support When You Need It: Our Employee Assistance Plan (EAP) provides confidential support for personal and professional challenges. Join us at PACS and take advantage of a workplace that truly values you! We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome applicants of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, and any other protected characteristic. Employment decisions are based on qualifications, merit, and business needs. #J-18808-Ljbffr PACS