Responsible for supporting Total Rewards Retirement, its leaders, consultants, senior analysts, and the HR Shared Services (HRSS) in the development and delivery of programs and services intended to meet the needs of the system. Provides analytical support to functional area programs and drafts related communications; performs administrative tasks under supervision; participates in system or HR sponsored projects and initiatives; performing reporting activities of business operational services; and assists with the completion and delivery of portions of large scale and high impact projects. Work activities include analyzing and interpreting plan participant and statistical data under supervision; utilizing and maintaining appropriate retirement plan documents, tools, systems and databases; and responding to multiple, varied and technically detailed assignments. Responsibilities require the application of a basic knowledge of retirement benefit methods, practices and techniques, primarily for defined contribution plans such as 403(b), 401(k), 457(b) and nonqualified deferred compensation plans.
ESSENTIAL FUNCTIONSKnows, understands, incorporates, and demonstrates the Trinity Health Mission, Vision, and Values in behaviors, practices, and decisions.
Participates in the development, delivery and administration of Total Rewards Retirement plans, programs, policies, procedures and associated communication materials. Provides input into operational business processes and procedures.
Under guidance and supervision, compiles, analyzes and interprets plan participant management reports and vendor-provided data; identifies typical and atypical patterns/situations; investigates resolutions and provides summary report to leaders for decision-making purposes and in support of planning activities. Updates and maintains retirement plan related systems and databases.
Responsible for timely processing of demographic data updates submitted to the plans’ vendors and ensures that the necessary participant data is exchanged between Trinity Health and plan providers to support the administration of the plans. Performs assigned and associated tasks for the timely exchange and processing of contribution remittances and funding. Researches and resolves data discrepancies or errors upon consultation and under the direction of manager. Resolves data issues or questions in coordination with the various payroll contacts and plan vendors. Identifies and implements assigned process updates to enhance operations in collaboration with the respective teams.
Interfaces and works with other retirement team members, service providers and benefits legal team to coordinate efforts to maintain updated plan documents (i.e., Summary Plan Descriptions and Plan Highlights).
Performs supporting work assigned by functional or system leaders or senior analysts and Consultants, which are often portions of larger projects or deliverables. Participates in organization-wide or HR sponsored special projects or initiatives, as assigned.
Performs administrative processing activities, requiring problem-solving abilities not supported by the HRSS.
Serves as a technical resource in responding to varied defined contribution plan inquiries initiated from colleagues, health ministries, and service providers. Researches and compiles supporting information to assist with responses to escalated inquiries from the HRSS, colleagues, and others. Under guidance provides interpretation of and applies retirement plan practices and guidelines; provides problem resolution as needed and under direction, ensuring escalation to manager as defined.
Provides support in the delivery of colleague and student orientation sessions from a Total Rewards perspective.
Assists in producing and analyzing business operations and reporting for Total Rewards programs.
Performs other duties as needed and assigned by the Manager.
Maintains a working knowledge of applicable Federal, State and local laws/regulations; the Trinity Health Integrity and Compliance Program and Code of Conduct; as well as other policies and procedures in order to ensure adherence in a manner that reflects honest, ethical and professional behavior.
MINIMUM QUALIFICATIONS
Must possess a comprehensive knowledge of Human Resources, as normally obtained through a Bachelors degree in Human Resources, Business Administration
or a related field, or an equivalent combination of education and / or experience, including experience in retirement plan administration. Must possess a knowledge of retirement plans’ operations and administration (particularly as it relates to defined contribution plans).
Up to three (3) years of related experience. Knowledge and experience with retirement plan administration, IRS Form 5500 completion and filing, and familiarity with human resources practices, laws and regulations, and IRS regulations preferred.
Analytical and problem-solving skills in order to handle assigned duties.
Written and verbal communication skills in order to gather and exchange information with internal and external customers. Detail-oriented with organizational skill and ability to manage and complete work in an efficient and accurate manner.
Proficiency in software programs including Microsoft Office. Strong Excel skills in order to develop and maintain spreadsheets and perform data analysis. Familiarity with Workday preferred.
Must be discrete and maintain the highest confidentiality with extremely sensitive data.
Strong interpersonal, consultative and relationship building skills in order to initiate and develop productive working partnerships with management and staff.
Proven customer-service orientation. Ability to know and understand customer requirements and exercise judgment in meeting reasonable expectations.
Ability to support a change management and process improvement work environment.
Flexibility with the ability to handle and prioritize competing and multiple tasks/projects in a timely and organized manner.
Must be comfortable operating in a collaborative, shared leadership environment.
Must possess a personal presence that is characterized by a sense of honesty, integrity, and caring with the ability to inspire and motivate others to promote the philosophy, mission, vision, goals, and values of Trinity Health.
Pay Range- $65,013- $97,519
Our Commitment to Diversity and Inclusion
Trinity Health is one of the largest not-for-profit, Catholic healthcare systems in the nation. Built on the foundation of our Mission and Core Values, we integrate diversity, equity, and inclusion in all that we do. Our colleagues have different lived experiences, customs, abilities, and talents. Together, we become our best selves. A diverse and inclusive workforce provides the most accessible and equitable care for those we serve. Trinity Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by law.