Retirement Specialist

Job Description

Retirement Specialist

Job Summary
The Retirement Specialist is responsible for the administration, compliance, and continuous improvement of Victaulic’s retirement programs, supporting employees, retirees, and beneficiaries throughout the retirement lifecycle. This role serves as a key resource for retirement plan guidance, ensures regulatory compliance, and partners with internal stakeholders and external vendors to deliver a seamless and engaging retirement experience.

Key Responsibilities

• Retirement Plan Administration

Administer and maintain company-sponsored retirement programs, including 401(k), pension, and retiree medical plans, ensuring accurate and timely processing of enrollments, contributions, distributions, and plan changes.

• Employee & Retiree Support

Serve as a primary point of contact for employees, retirees, and beneficiaries by providing clear, timely guidance on retirement options, plan features, and life-event transitions.

• Compliance & Governance

Ensure adherence to all applicable federal and state regulations (e.g., ERISA, IRS, DOL requirements), including supporting audits, filings, and nondiscrimination testing.

• Education & Communication

Develop and deliver engaging communications, tools, and presentations that improve employee understanding of retirement benefits and drive participation and informed decision-making.

• Vendor & Partner Management

Collaborate with external vendors, recordkeepers, and consultants to ensure high-quality service delivery, resolve issues, and optimize plan performance.

• Reporting & Data Analysis

Maintain accurate plan records and generate reports on participation, contributions, and plan performance; identify trends and provide insights to support decision-making.

• Program Improvement & Strategy Support

Contribute to the evaluation and enhancement of retirement programs by identifying opportunities for process improvements, cost efficiencies, and increased employee engagement.

• Acquisition Integration & Transition Support

Support retirement plan due diligence and integration activities related to mergers and acquisitions. This includes reviewing acquired company retirement programs, identifying compliance and operational risks, supporting transition strategies (e.g., plan consolidation, vendor alignment, or interim administration), and managing the “in-between” state to ensure continuity and compliance until full integration is complete.

Qualifications

• Education

Bachelor’s degree in Human Resources, Finance, Business Administration, or a related field.

• Experience

3–5 years of experience in retirement plan administration, benefits, or a related field, preferably within a corporate environment.

• Knowledge

Working knowledge of retirement plan regulations and compliance requirements (ERISA, IRS, DOL), as well as industry best practices.

• Skills
• Strong communication and interpersonal skills with the ability to explain complex concepts clearly
• High attention to detail and organizational skills
• Analytical mindset with experience interpreting data and generating insights
• Proficiency in Microsoft Office (especially Excel); experience with HRIS and retirement plan administration systems preferred
• Certifications (Preferred)

CEBS, SHRM-CP, SHRM-SCP, or similar professional designation.

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