Benefits Retirement Manager

OUR MISSION AND PERFORMANCE EXPECTATIONS

At Sevita, we believe that everyone deserves to live well. For more than 50 years, our team members have provided home and community-based health care for adults, children, and their families across the United States. Our extraordinary team offers innovative, quality services and support that lead to growth and new opportunities for the people we serve and for our employees.

SUMMARY

Responsible for overall management and processes of qualified and non-qualified retirement plans. Ensure that plans are administered consistent with plan rules and regulatory compliant. A hands-on and solutions-driven role for retirement process including data integrity and accuracy, and continuous improvement. Serve as a subject matter expert for the Company's retirement plans, while collaborating with internal and external stakeholders.

ESSENTIAL JOB FUNCTIONS

To perform this job successfully, an individual must be able to satisfactorily perform each essential function listed below.

• Ensure all aspect of retirement plans are in compliance with plan documents and regulatory requirements.

• Partner with ERISA Counsel and recordkeeper, investment consultants to stay informed on legislative changes impacting retirement and proactively manage processes and programs to remain compliant.

• Collaborate with external and internal stakeholders for appropriate plan administration and compliance.

• Establish relationships with recordkeeper and investment advisors, monitor service level agreements are achieve and programs are effective.

• Complete annual regulatory activities with a high level of accuracy including Form 5500, plan audits, nondiscrimination testing, compliance notices, plan documents, etc.

• Conduct periodic audit and analysis to monitor issues or data requiring corrections.

• Provide hands-on administration including financial transactions be completed timely.

• Serve as project lead for complex projects including retirement plans from Mergers & Acquisitions.

• Drives participation in retirement initiatives, including financial wellness.

• Performs other related duties and activities as required.

SUPERVISORY RESPONSIBILITIES

• None

Minimum Knowledge and Skills required for the Job

The requirements listed below are representative of the knowledge, skill, and/or abilities required to perform the job.

Education and Experience:

• Bachelor's degree in Business, mathematics, Human Resources or similar degree preferred;

• Minimum of 5 years of experience in retirement plan administration, and/or related supervisory/management/project management experience;

• Experience working with large datasets and creating complex formulas in Excel;

• General knowledge of ERISA, SECURE 2.0, and other provisions governing retirement plans.

Other Skills and Abilities:

• Strong attention to details and analytical skills

• Microsoft Office skills with advance proficiency in Excel and PowerPoint

• Ability to lead projects and manage competing priorities

Physical Requirements:

• Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met .

AMERICANS WITH DISABILITIES ACT STATEMENT

External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential job functions either unaided or with assistance of a reasonable accommodation to be determined on a case by case basis via the interactive process.

EEO STATEMENT

Sevita is committed to providing equal opportunities to all employees and applicants for employment. We are committed to creating an inclusive and diverse workplace that values and respects the unique talents, experiences, and perspectives of our employees and the people we serve. As an equal opportunity employer, we do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, pregnancy, gender identity or any other characteristic protected by law.

Sevita is a leading provider of home and community-based specialized health care. We believe that everyone deserves to live a full, more independent life. We provide people with quality services and individualized supports that lead to growth and independence, regardless of the physical, intellectual, or behavioral challenges they face.

We've made this our mission for more than 50 years. And today, our 40,000 team members continue to innovate and enhance care for the 50,000 individuals we serve all over the U.S.

As an equal opportunity employer, we do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, citizenship, or any other characteristic protected by law