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Senior Retirement Consultant

Trinity Health

in Livonia, MI / Telecommute

Trinity Health is one of the largest multi-institutional Catholic health care delivery systems in the nation. It serves people and communities in 22 states from coast to coast with 93 hospitals, and 120 continuing care locations — including home care, hospice, PACE and senior living facilities - that provide nearly 2.5 million visits annually.

Trinity Health employs more than 120,000 colleagues, including 5,300 employed physicians. Committed to those who are poor and underserved in its communities, we are known for our focus on the country's aging population. As a single, unified ministry, Trinity Health is the innovator of Senior Emergency Departments, the largest not-for-profit provider of home health care services — ranked by number of visits — in the nation, as well as the nation’s leading provider of PACE (Program of All Inclusive Care for the Elderly) based on the number of available programs

Job Description Summary

  • Represents a seasoned and experienced consultant providing subject matter knowledge supporting Total Rewards Retirement, its Leaders, other Total Rewards Leaders, and the Associate Resource Center in the design, development and delivery of programs and services intended to meet the needs of the System's colleagues. Provides specialized, comprehensive consultative expertise in the planning, defining, integrating and validating of functional area programs and projects including strategy, philosophy and policy development; assists in the design, development, review and modifying of complex and/or broader programs, projects, plans, policies and procedures; develops and disseminates related communication materials; leads compliance audits; performs evaluative analysis of programs and their impacts; and leads or participates in organization-wide sponsored special projects or initiatives. Advises, counsels and provides recommendations to executives, managers and associates regarding Total Rewards retirement programs, projects, policies and procedures.  Work assignments are completed under limited direction and reflect increased complexity, scope and decision-making and problem solving latitude in managing retirement benefits project initiatives; leading project planning, coordination, integration efforts  and communications activities for Mergers, Divestiture and Acquisition (MD&A) activity; and responding to and completing multiple, varied and highly technically diverse assignments.  Assignments are received in the form of results expected, where precedents may be unclear; originality, ingenuity and application of extensive knowledge of retirement benefit administration methods, practices and techniques are required.
  • Knows, understands, incorporates, and demonstrates the Trinity Health Mission, Vision, and Values in behaviors, practices, and decisions.
  • Provides consultative expertise in the planning, defining, integrating and validating of complex and/or broad Retirement programs (i.e. qualified, non-qualified, defined contribution and defined benefit) philosophy, strategy and approach.  Designs, develops, reviews and modifies project, plans, policies and procedures.  Develops locally defined policies and procedures, as warranted.  Develops, explains and disseminates related communication materials.  Engages associates in group presentations/ seminars on program, policies, changes or issues.  Assists in measuring program effectiveness and service delivery efficiency of vendors.
  • Manages, oversees and coordinates day-to-day operations to ensure timely and accurate transaction processing, including but not limited to payroll processing, contribution and loan payment processing, vendor compliance with Service Agreements; regularly interfaces with leadership to obtain and exchange information and provide clarification of administration issues; manages internal and external project resources to ensure objectives are met; and ensures readiness of payroll systems, administration modules and interfaces to auxiliary systems to ensure the timely and accurate exchange of data.
  • Leads and participates in organization-wide or Total Rewards sponsored special projects or initiatives.  Develops project plans with major milestones and critical paths to facilitate project control, as needed.  Responsible for meeting scope, deadline and budget objectives.  Reports project status to appropriate internal and external clients to solicit administrative support for project success. Leads evaluation of project processes and outcomes, and recommends, develops and implements corrective actions in order to maintain quality standards and increase probability of success initiatives.
  • Oversees service provider relationships to ensure the completion of assignments in a timely and cost efficient manner, resolution of service and administrative disputes, and the effective and efficient reporting to leadership for planning, analysis and operations improvement.
  • Builds information management tools to improve ability to gather, analyze and report system-wide data needed to ensure cost effective retirement processes and systems solutions.
  • Leads internal and external audit processes to ensure data accuracy and plan administration compliance. Identifies information and system audit opportunities. Identifies and proposes resolution to issues.
  • Manages project management resources from various Human Resources, TIS, vendor and client departments in order to meet project objectives for retirement programs and related plan administration/information services.  Manages information and systems audit process to ensure data accuracy and compliance.
  • Oversees Merger, Divestiture and Acquisition (MD&A) activities of retirement plans.  Assists in conducting due diligence on Total Rewards programs, policies, operations and infrastructure to support MD&A negotiations.  Conducts comparative benefits plan analysis and identifies and provides recommendations regarding system integration issues.  Assists with coordinating and integrating the merged, acquired or divested organization ensuring alignment with Trinity Health culture, Total Rewards programs and policies. Oversees the implementation of Total Rewards Retirement programs and policies for post-MD&A organizations.
  • Measures and analyzes Total Rewards program and policy impact, return on investment and operational effectiveness.
  • Provides informal coaching, mentoring and guidance to all team members supporting retirement programs and projects.
  • Performs other duties as needed and assigned.
  • Maintains a working knowledge of applicable Federal, State, and local laws and regulations, Trinity Health’s Organizational Integrity Program, Standards of Conduct, as well as other policies and procedures in order to ensure adherence in a manner that reflects honest, ethical, and professional behavior.


  • Must possess a comprehensive knowledge of Human Resources, as normally obtained through Bachelor’s degree in Human Resources Management, Business Administration or a related field, or an equivalent combination of education and experience.  Master’s degree preferred.   CEBS or ASPPA designation are a plus. 
  • Minimum of seven (7) years of experience in benefit analysis, reporting and administration. Healthcare experience preferred.
  • Advanced knowledge and understanding of experience in human resources practices, laws and regulations, and governmental and legislative requirements.
  • Previous management or consultant experience managing multiple concurrent implementation efforts.
  • Project management skills including the ability to define project objectives, identify stakeholders and their interests, plan steps, motivate project team members, and coordinate resources to accomplish goals and objectives in an effective and timely manner.
  • Ability to respond to variable situations requiring analytical, interpretative, evaluative and constructive thinking abilities.  Advanced logical and deductive reasoning abilities.
  • Advanced analytical and problem solving skills in order to anticipate issues and independently generate new ideas with several alternatives to complex and broad reaching situations while applying extensive Total Rewards experience.
  • Advanced level of written and verbal communication skills and oral presentation skills for varied interactions.  Influences and anticipates the needs of others while acting as a subject matter expert.  Ability to coach, mentor and provide guidance to lower level colleagues.  Detail-oriented with a high level of organizational skills and ability to manage and complete work in an efficient and thorough manner.
  • Proficiency in software programs including Microsoft Office. Strong Excel skills in order to develop and maintain project plans, spreadsheets and perform data analysis.
  • Must be discrete and maintain the highest confidentiality with extremely sensitive data.
  • Strong interpersonal, consultative and relationship building skills in order to initiate and develop productive working partnerships with management, staff, vendors and consultants. Ability to read the subtle nuances of situations and react/plan accordingly.
  • Proven customer-service orientation. Ability to know and understand customer requirements and exercise judgment in meeting reasonable expectations.
  • Ability to support a change management and process improvement work environment.  Seeks innovative ways to deliver higher value programs and services more efficiently and effective.  Experience with LEAN Management preferred.
  • Makes effort to continuously learn and seek personal and professional growth opportunities to build credibility with customers, peers and team members.
  • Models behavior that enables and encourages an environment filled with teaming and knowledge sharing to support associate empowerment and personal growth.
  • Self-directed and capable of making commitments, setting priorities and delivering on-time results. Continuous improvement mindset and a passion for measuring results through data and metrics.
  • Flexibility with the ability to handle and prioritize competing and multiple tasks/projects in a timely and organized manner.
  • Must be comfortable operating in a collaborative, shared leadership environment. Demonstrated Team Player.
  • Must possess a personal presence that is characterized by a sense of honesty, integrity, and caring with the ability to inspire and motivate others to promote the philosophy, mission, vision, goals, and values of Trinity Health.

How to Apply

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This ad has been viewed 1408 times. It expires on 6/16/2017.

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