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.
$82.4k - $123.6k
...technologies. This function is responsible for planning and executing medical education... ...Massachusetts. The Strategic Meeting Planning Specialist works closely with Medical Education,... ...Assistance Program, Non-qualified Retirement Plan Supplement (subject to IRS earning...RetirementFull timeContract workH1bWork at officeLocal areaImmediate startFlexible hours$65k - $85k
...Retirement Plan SpecialistAt Mutual of America Financial Group, we help people build the assets they need to achieve greater financial... ...customers achieve a financially secure future.The Retirement Plan Specialist will represent Mutual of America Financial Group in a sales...Retirement$82.4k - $123.6k
...technologies. This function is responsible for planning and executing medical education... ...Massachusetts. The Strategic Meeting Planning Specialist works closely with Medical Education,... ...Assistance Program, Non-qualified Retirement Plan Supplement (subject to IRS earning...RetirementFull timeContract workH1bWork at officeLocal areaImmediate startFlexible hours$77.1k - $135k
This OpportunityBe involved in projects with our New England Planning and Advisory Services Team and be a part of a growing organization... ...related to medical, dental, vision, disability, and life; retirement savings; paid sick leave; paid vacation (or other personal time...RetirementLocal areaImmediate startFlexible hours$75k - $85k
...Gray? At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced... .... The Role Great Gray is looking to add a Retirement Plan Specialist to our Sales team. This is a hybrid wholesaler role responsible...RetirementWork experience placementWork at officeLocal areaRemote workHome officeVisa sponsorship$75k - $100k
...responsibility, including the creation of financial and merchandise plans, actualization of results, and a keen ability to identify,... ...Benefits, Tailored for You. ~ Bonus eligible ~401(k) retirement plan with discretionary match and tuition reimbursement. ~ Medical...RetirementSeasonal workWork at officeAll shifts$133.9k - $185.4k
DescriptionNatixis Investment Managers is seeking a seasoned Tax and Wealth Planning Strategist to serve as a subject matter expert for the Natixis... ...the ability to translate complex investment, tax, estate, retirement income, business succession, and wealth transfer concepts into...RetirementPermanent employmentTemporary workFor contractorsWork at office$137.4k - $240.4k
...of our goals-driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify... ...provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits...RetirementFull timeLocal areaFlexible hours$123k - $177.5k
...changes, and ongoing product management initiatives.Prepares project plans, documentation and analyses required to bring new product... ...contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education...RetirementFull timeLocal areaRemote workFlexible hours$120k - $202.5k
..., working closely with investment teams, clients, product specialists, marketing, legal and compliance, and senior stakeholders.... ...Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including...RetirementFull timeTemporary workFlexible hours$140k - $160k
...HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services... ...insurance, and qualified and non-qualified retirement plans. Conduct necessary research, leverage...RetirementFull timeFor contractorsWork at officeRemote work$120k - $202.5k
...-for-profit institutional channel, with a particular focus on planned giving and charitable asset management investment solutions clients... ...Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage...RetirementFull timeTemporary workFlexible hours$55.26k
...Boston - Tremont Street Compensation: $55,255 / year Department: Planning and Grants Description The ABCD Planning and Grants team is... ...a competitive benefits package, including health coverage and retirement plans. A Legacy of Impact: Join an organization that boasts a...RetirementWork at office$66.3k - $103.5k
...right in. OVERVIEW: The Supply Planner executes global inventory planning and fulfillment strategies for a specific category(s) of... ...health savings accounts (HSA) with company contribution 401(k) retirement plan with matching employee stock purchase program life insurance...RetirementTemporary workLocal areaFlexible hours- ...position is a critical role on a transformational Global Category Planning team focused on delivering an accurate forecast for SharkNinja... ...at home. What We Offer We offer competitive health insurance, retirement plans, paid time off, employee stock purchase options,...RetirementFull timeInternshipLocal area
- ...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...Retirement
$116k - $156.6k
...planners, permitting and environmental specialists, engineers, attorneys, and real estate... ...Natural Sciences or Ecology, Environmental Planning, Environmental Science, or related... ...dental, vision, disability, and life; retirement savings; paid sick leave; paid vacation...RetirementWork at officeLocal areaFlexible hours$160.72k - $215k
...could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and...RetirementTemporary workRemote work$35 per hour
...an expert in all aspects of events, meetings, and conference planning, including budget management, venue scouting, equipment logistics... ...: Medical insurance Dental insurance Vision insurance 401(k) retirement plan Paid Time Off (PTO) Opensity is an Equal Opportunity...RetirementHourly payContract workLocal area- ...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 start
$20 - $23 per hour
...Prior catering or serving experience strongly preferred What We’ll Hook You Up With Competitive wages - $20/hr - $23/hr 401k Retirement Savings Plan with company match Long-term opportunities for advancement within Fooda Networking opportunities for work or career with...RetirementFull timePart timeWork experience placementWork at officeLocal areaImmediate start- ...small, collaborative team, CID staff are responsible for both planning and executing programming. They must have the ability to interact... ..., and vision health insurance coverage starting on day one Retirement plans with university contributions Wellbeing and mental health...RetirementTemporary workWork experience placementSummer workLive inWork at officeWorldwide
$55.3k - $102.7k
...providing updates, recommendations, and support throughout the planning lifecycle. Support onsite event operations and contribute... ...day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and wellbeing resources...RetirementFull timeWork at officeImmediate startFlexible hours$70k - $80k
...Summer Fridays from Memorial Day through Labor Day. 401K + Match. 401K plan with 4% Safe Harbor employer match after one year of employment and financial literacy services provided through our retirement provider. Life Insurance Benefit. No-cost coverage to ensure peace...RetirementTemporary workSummer workWork at officeLocal areaRemote work$31.68 - $33 per hour
...As an Events Manager with Aramark, you will help coordinate & plan “special” (Plated Meals, Bar Mitzvah’s & Weddings) events and provide... ..., and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental...RetirementHourly pay$110k - $120k
...Position Overview: The Manager is responsible for leading the planning and execution of corporate events and conferences, delivering... ...currently contributes 15% of compensation to employee‑directed retirement. At TA Associates, we believe our people are our greatest asset...RetirementHourly payContract workWork at officeFlexible hours- ...primarily on developing and delivering financial, trust and estate planning services as well as identifying opportunities to introduce and... ...for the construction and presentation of financial and retirement plans to clients and prospects* Provides guidance to clients in...RetirementTemporary workWork at officeLocal areaWork from homeFlexible hours
- ...and 100% paid parental leave for all caregiversHealth benefits, employee assistance plans, and annual wellness allowanceCountry-specific life insurance, disability benefits, and retirement/pension programs, plus mobile phone and education allowancesSummaryLocation:...RetirementFull timeContract workWork at officeWork from homeFlexible hours
$45k - $60k
...What You'll Do Manage congress engagement logistics from planning through execution Coordinate meeting requests, updates, schedule... ...life insurance ~ Flexible PTO and company paid holidays ~ Retirement programs ~1% charitable giving program Compensation...RetirementWork at officeLocal areaRemote workWork from homeFlexible hours- ...engagement opportunities, guiding internal and u-wide cross-functional planning teams, and ensuring operational excellence across all event... ..., and vision health insurance coverage starting on day one Retirement plans with university contributions Wellbeing and mental...RetirementWork at officeAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Plans Specialist. Be the first to apply!


