Retirement Plans Specialist
$101.6k - $152.4kSchneider Electric
Schneider Electric has a hybrid opportunity for a Retirement Plans Specialist in one of the following hub locations: Chicago, IL ; Dallas, TX ; Raleigh, NC ; Boston,MA or Nashville, TN.The Retirement Plans Specialist is responsible for aspects of the governance, administration, compliance, and financial oversight of the Company's U.S. and Canadian retirement benefit programs. This role manages pension administration activities, annual audits, regulatory filings, and third-party vendor relationships to ensure compliance with applicable legislation and regulatory requirements. The position serves as a key liaison between internal stakeholders, external auditors, actuarial consultants, trustees, and third-party administrators, while supporting an exceptional participant experience for plan members. The position also facilitates and completes certain regulatory filings for U.S. health and welfare benefit plans.Key ResponsibilitiesPension Plan Administration and GovernanceManage the ongoing administration of U.S. and Canadian defined benefit pension plans.Serve as the primary liaison with third-party administrators (TPAs) to ensure accurate and timely administration of pension benefits.Oversee participant experience activities for defined benefit pension plan members, including issue resolution and service delivery monitoring.Support pension plan wind-up and termination activities, including coordination with service providers, legal counsel, and regulatory agencies as required.Financial Audits and ReportingLead the annual financial audits of U.S. pension and 401(k) plans, coordinating activities with external auditors, trustees, and service providers.Facilitate annual financial audits of Canadian pension plans in partnership with Canada Finance, service providers and external auditors.Support the annual corporate audit by providing retirement plan-related financial information, documentation, and audit support.Regulatory Compliance and FilingsFacilitate the preparation, review, submission and distribution of Form 5500 filings and Summary Annual Reports (SARs) for U.S. retirement and benefit plans.Manage the preparation and completion of other U.S, pension compliance items including Pension Benefit Guaranty Corporation (PBGC) premium filings and Annual Funding Notices.Manage and submit provincial regulatory filings for Canadian pension plans, including Annual Information Returns (AIRs), Pension Benefits Guarantee Fund (PBGF) assessments, contribution and funding reports, pension plan financial statements, and Statements of Investment Policies and Procedures (SIPPs)Prepare, review and submit required filings for U.S. health and welfare plans, including CMS Retiree Drug Subsidy (RDS) applications and reconciliations, Prescription Drug Data Collection (RxDC) reporting, Medicare Part D disclosures, and Gag Clause Prohibition Compliance Attestations.Risk Management and Vendor OversightSupport the annual renewal process for Pension Trust Liability Insurance.Maintain effective internal controls and documentation supporting retirement plan governance and compliance activities.Qualifications RequirementEducational· Bachelor's degree in Finance, Accounting, Human Resources, Business Administration, or related field required.· Professional certifications such as CEBS preferred.Experience· 5+ years of experience in pension administration, retirement plan compliance, benefits governance, or a related field.· Experience managing U.S. qualified retirement plans, including defined benefit and 401(k) plans.· Familiarity with Canadian pension plan administration and regulatory requirements.· Experience coordinating financial audits and regulatory filings for retirement benefit plans.· Experience working with third-party administrators, actuaries, auditors, and regulatory agencies.Bring your strategic finance expertise to a role that truly matters—apply today!At Schneider, we believe that every employee is a talent who deserves equal opportunities. This means you matter. Every individual needs to feel valued, supported, and treated fairly to do their best work.Our Total Rewards is our way of saying: “We see you. We value you”. It’s more than just pay and benefits- it’s a meaningful investment in you. It is designed for you to perform, grow, feel safe, and elevate your potential to shine as an impact maker.For this U.S. based position, the expected pay range is USD 101,600 - USD 152,400 per year. This pay range includes base pay and short-term incentives. The compensation range for this full-time position applies to candidates located within the United States. Our pay ranges are determined by reviewing roles of similar responsibility and level. Within the pay range, individual pay is determined by several factors including performance, knowledge, job-related skills, experience, and relevant education or training.Schneider Electric is there when it matters most to youOur Total Rewards package outlines all the benefits and support you’ll enjoy as part of the Schneider Electric team:Care for Yourself and Your Family. We ensure you feel secure with benefits that help you and your family thrive: medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks, flexible work arrangements, paid family leaves, well-being programs, 12 holidays per year, and 15 days of paid time off per year.Invest and Plan Your Future. We help you plan and invest for the future with competitive pay and programs including base salary, incentives, company share ownership, and 401(k) with match.Grow Your Skills and Career. We support development through performance discussions, global opportunities, the Schneider Career Hub, and learning platforms like Coursera.Team Up in the Workplace. We encourage collaboration, recognition, sharing your voice, and an inclusive workplace.Support Your Community. We make a difference through volunteer leave, programs with the Schneider Electric Foundation, youth education initiatives, and military leave benefits.If you believe this job posting is not compliant with applicable state pay transparency laws in the U.S., please notify the Company as soon as possible upon discovery by completing this form Job Posting Compliance Form.Looking to make an IMPACT with your career?When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values – Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork – starts with us.IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.Become an IMPACT Maker with Schneider Electric – apply today!€40 billion global revenue+9% organic growth150 000+ employees in 100+ countriesYou must submit an online application to be considered for any position with us. This position will be posted until filled.Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and ‘inclusion’ is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do. At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter hereSchneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.
- ...analyze inventory needs across multiple locations, responsible for planning and purchasing inventory from multiple supplier base to... ...that includes Medical, Dental, Vision coverage, Paid Time Off, Retirement Benefits, and complimentary Health Screenings. Equal Opportunity...RetirementTemporary work
- ...Environmental Planner - Transmissionto join our Environmental Planning and Permitting (EPP) team in the Midwest region.This hybrid role... ..., business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan. AECOM is the global...RetirementWork at officeLocal areaWorldwideFlexible hours
$139.37k - $238.92k
...and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new... ..., we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off...RetirementFull time- ...government agencies, and other infrastructure stakeholders in planning safe, reliable, resilient, and future-ready energy and distribution... ..., business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan. AECOM is the global...RetirementWork at officeLocal areaWorldwideRelocationFlexible hours
- ...annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). ________________________... ...and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings...RetirementFull timeWork at office
- ...division of Burns & McDonnell, is seeking experienced Transmission Planning Consultants to support our growing nationwide consulting... ...grid performance and develop solutions addressing generation retirements, renewable integration, congestion management, and regulatory...RetirementContract workWork at office
$145k
...total compensation package and includes a comprehensive benefits package that may encompass employer-paid medical, dental, vision, retirement contributions, paid time off, and other benefits. The minimum base salary herein was determined in good faith by Akuna Capital...RetirementWork at office$110k - $130k
...CIBC, please visit CIBC.comWhat you'll be doing As a Financial Planning Strategist, you will be responsible for supporting and working... ...Experience (CX), Financial Advising, Investment Planning, Retirement Planning, Work CollaborativelySummaryLocation: Chicago, ILType...RetirementFull timeRemote work$164.6k - $288k
...and incorporate impacts into financial outlooks and strategic plans.Support in the development of NII forecasts and sensitivity analysis... ...Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical...RetirementFull timeH1bWork at officeWork from homeFlexible hours$104.4k - $143.6k
...adviser to business leaders on strategic priorities and enterprise planning efforts.Collaborate with Corporate Strategy colleagues, and... ..., Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and...RetirementFull timeTemporary workApprenticeshipWork at officeRelocationRelocation package3 days per week- ...seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner.... ...taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. Knowledge of issues relating to...RetirementWork at office
$117.5k - $222.99k
...global, employee-owned consultancy providing actuarial consulting, retirement funding and healthcare financing, enterprise risk management... ...payer products and offerings. This role translates health plan customer needs, market trends, and client insights into differentiated...RetirementFull timeWork experience placementRemote workFlexible hours$117.5k - $222.99k
...of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory... ...ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee...RetirementHourly payFull timeTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours$64k - $79k
...Planner is accountable for daily detailed scheduling and production plans for single/multiple manufacturing facilities using SAP's... ...vision, life insurance Paid Time Off: vacation and company holidays Retirement: 401(k) with 6% match Investments: Employee Stock Purchase plan...RetirementTemporary workLocal area$113k - $188k
...through practical, mission-aligned strategies and implementation planning. This role focuses on helping agencies translate emerging AI... ...incentive bonusParental Leave and Adoption Assistance401(k) Retirement PlanBasic Life & Supplemental LifeHealth Savings Account, Dental...RetirementFull timeRemote workFlexible hours- ...with bottom-up opportunity sizing, forecasts, and test-and-learn plans.Provide strategic and executional leadership across your line-... ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health...RetirementWork at officeShift work
$84.8k - $127.2k
...as a trusted advisor in the implementation of strategic brand plans. You will bring highly polished, insight-driven, and transformative... ...desired. One North’s 401(k) plan allows employees to save for retirement through pre- or post-tax contributions along with employer-...RetirementFull timeTemporary workRemote workShift work$125k - $190k
...of consulting experience: Workshop facilitation and strategic planning Client relationship managementCross-functional team leadership... ...and Vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available •...RetirementPermanent employmentFull timeTemporary workRemote workShift work$159.97k - $188.2k
...discovery and work with wealth management specialists to deepen and broadens relationships... ...relationship team to meet all of client's wealth planning, estate planning and wealth transfer... ...leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to...RetirementTemporary workWork experience placementLocal area- ...seeking a Senior Demand Planner to lead forecasting and demand planning activities across a large, complex North American business... ...including bonus potential, comprehensive healthcare coverage, retirement benefits, paid time off, and opportunities for career advancement...RetirementRemote work
- ...Job Description Job Description Client Relationship Manager-Retirment Planning THIS ROLE IS IN PERSON IN Fresno, CA. Position Overview: The Relationship Manager(retirement plans) will be part of the corporate retirement plan team working with business owners...Retirement
$37.62 - $39.62 per hour
...sponsorships across the US region. Align event strategies with the US marketing go‑to‑market plan to support multiple distribution channels, including Wealth, Institutional, Retirement, and Insurance. Maintain a proactive and responsive attitude to address business partner...RetirementContract workShift work$83.1k - $141.3k
...the analyses into actionable efforts. Planning and analysis will need to be prepared and... ..., finance managers, and procurement specialists, using Power Point, Excel, and/or Power... ...comprehensive benefits package including retirement benefits (401k and pension), health and...RetirementFull timeWork experience placementH1bWork at officeWork from homeWorldwideFlexible hours- ...all aspects of guest and employee services, meeting and event planning and conference center management. Distinct from recruitment agencies... ...Medical Dental Vision Life Insurance/ AD Disability Insurance Retirement Plan Paid Time Off Holiday Time Off (varies by site/state)...RetirementLocal areaRemote workFlexible hours
- ...team members to ensure the achievement of department results.Key Responsibilities and DutiesLeads development of Go-To-Market for retirement plan product and service efforts across B2B and B2C audiences within Retirement Solutions, with a primary focus on maximizing...RetirementFull timeWork at office
- ...Retirement Plan Consultant At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We...RetirementLocal areaImmediate startRemote work
$134.29k - $223.82k
...alignment with corporate goals. Lead annual and quarterly sales planning cycles, including territory planning, quota setting, and... ...insurance ~ Basic and Supplemental Life Insurance options ~401(k) retirement plans with company match ~ Health Spending Accounts (HSA/FSA...RetirementTemporary workWork experience placementLocal areaRemote workRelocation packageFlexible hours$125k - $145k
...frameworks, and translate business objectives into actionable plans, ensuring solutions are practical and scalable. Responsibilities... ...benefit from generous and flexible paid time off (PTO), retirement plan options, and ongoing training opportunities. Additionally,...RetirementFull timeRemote workFlexible hours$89k - $148k
...business and industry partners in regional emergency management planning, training, and exercise activitiesServing as a conduit of... ...variable incentive bonusParental Leave and Adoption Assistance401(k) Retirement PlanBasic Life & Supplemental LifeHealth Savings Account,...RetirementFull timeWork at officeLocal areaFlexible hours$145k
...total compensation package and includes a comprehensive benefits package that may encompass employer-paid medical, dental, vision, retirement contributions, paid time off, and other benefits. The minimum base salary herein was determined in good faith by Akuna Capital...RetirementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Plans Specialist. Be the first to apply!
- airport planner Chicago, IL
- corporate meeting planner Chicago, IL
- wealth planner Chicago, IL
- capacity planner Chicago, IL
- planning associate Chicago, IL
- workforce planner Chicago, IL
- case planner Chicago, IL
- party planner Chicago, IL
- entry level transportation planner Chicago, IL
- planning specialist Chicago, IL


