Lead Retirement Specialist

About the role

The Lead Retirement Specialist acts as subject matter expert for the administration, compliance and governance of the organization's retirement programs, including 401(k) and Employee Stock Ownership Plan (ESOP) offerings. Working within the Total Rewards team, the role oversees plan operations, manages vendor partnerships, runs audits and reconciliations, resolves complex participant issues, keeps plan documentation and employee education resources up to date, and prepares reporting for leadership and governance committees.

Key responsibilities

• Administer 401(k) eligibility, enrollment, contributions, employer matching, beneficiary elections, distributions and general plan provisions.
• Represent the ESOP function to senior leaders and external counsel, covering compliance, governance, risk and emerging issues.
• Prepare materials for the board subcommittee on the status of Abt Global's compliance.
• Work with recordkeepers and third-party administrators to resolve employee issues.
• Audit eligibility, enrollment and contribution data, and assist with payroll and contribution reconciliations.
• Maintain plan documentation, procedures and employee resources.
• Support day-to-day administration of other benefits such as medical, dental, vision, life insurance, disability, flexible spending and health savings accounts.
• Support HRIS integrations for benefits and retirement data in Oracle HCM and vendor systems.

Required profile

• Bachelor's degree in Human Resources, Business Administration, Finance or a related field, or equivalent experience.
• 9+ years of experience in ESOP and 401(k) administration, communications and facilitating company committee meetings.
• Experience managing distributions of qualified retirement programs with plan administrators.
• Strong knowledge of ERISA, IRS and Department of Labor regulations affecting qualified retirement plans.
• Experience with retirement plan audits, compliance testing, governance and regulatory reporting.
• Ability to explain retirement plan information to employees, leadership and governance committees.

Required skills

• Payroll reconciliation, data auditing and discrepancy resolution.
• Advanced proficiency in Microsoft Excel and retirement-related reporting and analysis.

What we offer

• Anticipated annual base salary of approximately $84,000 to $120,000, which may vary downward by ten percent depending on location.
• Total rewards programs, flexible schedules and professional development opportunities.
• Market-competitive salary and comprehensive employee benefits.