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Retirement Proposals & Implementation Representative


in Arlington VA

Logo for NRECA

Job Description

Consider joining NRECA, a mission driven, not-for-profit “Best Place to Work” recognized organization!

Position Summary:

The Representative, Retirement Proposals and Implementations provides professional, quality guidance and insight to NRECA members regarding the defined benefit plan (the Retirement Security Plan) and the defined contribution plan (the 401(k) Pension Plan). This individual leads the effort to design, produce and interpret defined benefit plan proposals and Special Early Retirement Programs (SERPs) at the request of NRECA’s members. In addition, this role provides guidance to our membership regarding the adoption of or modifications to defined benefit plans and defined contribution plans. At this time, this position will work a hybrid schedule with "in the office" days as well as some "work from home" days.

Essential Duties and Responsibilities:

  • Acts as primary subject matter expert regarding Retirement Security Plan (“RS Plan”) proposals and amendments and 401(k) plan amendments.
  • Works with colleagues from the Actuarial, Legal and Compliance units to provide the best retirement program alternatives for our membership.
  • Guides member cooperatives through the special early retirement program (SERP) process for the RS Plan. Work with members to identify appropriate SERP.
  • Consults with members regarding complex amendments to the RS Plan and the 401(k) Pension Plan. This includes plan amendments necessitated by restructuring, acquisition of a subsidiary, or changes in retirement programs due to new management philosophies.
  • Prepares board resolutions, adoption agreements, 204(h) notices and other ERISA and DOL required documentation to assist members with successfully amending their retirement plans.
  • Produces RS plan proposals consisting of cost estimates.
  • Supports Actuarial with the review of proposals and benefit projections. Creates plan comparison spreadsheets with projected benefits based on various assumptions.
  • Monitors workflow status of received plan documents to ensure internal review has been completed and the record systems are accurate and updated in a timely manner.

Direct Reports to this Position:


Formal Education Required:
Bachelor's degree preferably in Business/Finance Accounting, Actuarial Science or related field

Experience and Certifications Required:

  • 5 or more years of experience working in a consultative role with retirement plan clients.
  • Designation as a Certified Employee Benefit Specialist, Certified Pension Consultant or other appropriate professional designation is required.

FLSA Status: Exempt

Knowledge, Skills and Abilities Required (as demonstrated by prior work experience):

  • Knowledge of ERISA, IRS, PBGC and DOL regulations and laws related to the defined contribution and defined benefit plan administration.
  • Ability to conceptualize, produce and disseminate high-quality materials.
  • Ability to identify opportunities for improvement and make constructive suggestions for change.
  • Ability to listen and interpret the customer’s needs, de-escalate difficult customer calls, while at the same time researching the issue and applying broad business and technical knowledge to meet the customer’s satisfaction.
  • Ability to develop and deliver presentations and training workshops.
  • Ability to define issues, establish facts and draw valid conclusions and apply to work environment.
  • Ability to provide service excellence by building relationships, being resourceful, responsive and respectful.
  • Ability to communicate, both verbally and in writing, with a diverse membership, employees and/or vendors in a clear and precise manner.
  • Ability to use Microsoft Office tools (Excel, Word, Outlook, Power Point) and to operate various office equipment such as personal computer, copier, printer, fax machine or other job-related equipment.
  • Ability to provide service excellence by building relationships, being resourceful, responsive and respectful.

Additional Requirement:

The preceding job description has been written to reflect management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.  All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail or call: 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

EEO is the Law. The law requires NRECA to post a notice describing the Federal laws prohibiting job discrimination. For information regarding your legal rights and protections, please click on the following link: EEO is the Law and EEO is the Law Supplement.

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