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Senior Retirement Benefit Specialist

Gundersen Health System

(La Crosse WI / Green Bay WI / Hybrid)

The Senior Retirement Benefit Specialist coordinates the administration of qualified and non-qualified retirement plans ensuring compliance with regulations and plan documents. This role involves consulting with employees on eligibility, contributions, and other retirement plan matters, as well as preparing communications, year-end contributions and coordinating audits.

Major Responsibilities: 

1. Educate active and inactive plan participants on their rights and options under qualified and non-qualified retirement plans, including 401(k) and 457 (b) deferral calculations and distribution options.
2. Explain retirement benefit policies, procedures, and legal requirements to employees and beneficiaries.
3. Ensure employees understand retirement plan benefits, enrollment periods, investment choices, and consequences of elections or waivers.
4. Calculate maximum 401(k) and 457(b) income deferral allowed under the Internal Revenue Code based on age and covered compensation.
5. Conduct calculations and analysis related to retirement benefits, including service repurchase and contribution withdrawals.
6. Research and recommend appropriate benefits plans and services based on data analysis.
7. Conduct group presentations and individual meetings regarding retirement options.
8. Acquire and distribute relevant information and documentation to plan participants and beneficiaries.
9. Maintain records for participants and beneficiaries, including active, deferred, retired, and separated members.
10. Serve as a liaison for beneficiaries and participants, facilitating requests for contribution adjustments and refunds.
11. Coordinate with actuaries, plan administrators, and other professionals to provide verified data for benefits administration.
12. Ensure accuracy of benefits enrollments in the HRIS and respond to inquiries from employees and managers.
13. Assist with open enrollment for retiree insurance and retirement plans.
14. Ensure compliance with company, state, and federal regulations regarding retirement plans.
15. Coordinate annual retirement plan audits and prepare necessary documentation.
16. Compute plan contributions at year-end and assist with communication to employees.
17. Provide scheduled reports to the recordkeeper on employee eligibility and status changes.
18. Monitor employees on Military Leave and communicate with returning employees regarding contributions.
19. Review and update retirement plan information on internal sites.
20. Adhere to regular attendance and perform other duties as assigned.​

Education and Learning:

REQUIRED

• Associate’s Degree in Business Administration, Human Resources, Accounting or related field

DESIRED

• Bachelor’s Degree in Business Administration, Human Resources, Accounting or related field

Work Experience:

REQUIRED

• 5-7 years’ experience in Human Resources with specific emphasis in retirement plan administration or 5-7 years’ experience with third party recordkeeper with emphasis on retirement plan administration.

Licenses and Certifications:

NA

How to Apply

Please proceed to our official careers page and submit your application!

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