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Senior Retirement Benefit Specialist

About AllianceBernstein
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
About People
People is a global function that partners across our businesses and regions to align our people initiatives with our strategic priorities. We believe that superior returns come from investing in people and we support the personal and professional growth of all. Our team is organized across the following functions: Analytics, Benefits, Employee Relations, Operations, Organizational Development and Talent, and Talent Acquisition.
Reporting to the Benefits Director - Americas, this position will be responsible for execution and oversight of tasks associated with the company’s 401k and pension plans for the US and Americas.
Responsibilities include the following:
  • Act as a primary contact for escalated employee questions related to all retirement plans, including pension and 401k.
  • Prepare and complete funding for employee contributions to our vendor, Voya Retirement Services, on a bi-weekly basis. Resolve any issues with the payroll team.
  • Apply retirement plan policies and procedures on an on-going basis, including researching and resolving specific issues whenever possible and escalating as needed.
  • Support Benefits Analyst in response to retirement plan inquiries sent to the Benefits mailbox
  • Prepare materials for quarterly investment committee meetings under direction of the Benefit Director and in conjunction with consultants.
  • Serve as the main representative from People Team on annual benefit plan audit with external auditors, providing requested documents and resolving identified issues.
  • Prepare annual match calculation for review by the Benefit Director.
  • Review and maintain ongoing employee communications and plan documents for accuracy and compliance with provided guidelines.
  • Coordinate annual disclosures and notices with 401k and Pension vendors. Submit final versions to Benefits Director for approval.
  • Provider oversight of pension administration vendor with focus on maintaining the employee experience.
Our ideal candidate will have the following qualifications:
  • An analytical, problem solver nature, with advanced excel skills
  • Possess a bachelor’s degree in related field.
  • At least 5 years of experience in Employee Retirement Plan Administration
  • A strong customer service focus in working with employees and colleagues
  • Experience in administration of employee retirement plans, including 401k and pension
  • Must understand retirement plan eligibility and match requirements. Strong communication skills including a demonstrated ability to clearly communicate benefits to employees and project a positive and professional demeanor in all transactions.
  • Detail-oriented with the desire to research and resolve issues for internal clients.
"People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available".
Nashville, Tennessee

At AllianceBernstein, we help our clients define and achieve their investment goals. We do that by pursuing insight that unlocks opportunity.

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DATE POSTED
July 20, 2023

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