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Senior Retirement Specialist II

Montefiore Medical Center

in Bronx NY

This position will administer the day-to-day activities of the Montefiore Retirement Plans (403b, 457b Executive plans, Deferred Compensation) in accordance with all applicable Plan guidelines. Participate in projects as needed associated with the Retirement Plans.

Essential Functions (include the following):  Act as the initial, primary source of information regarding the qualified and non-qualified retirement plans for all current and prospective Plan participants, as well as Plan recordkeeper(s) and various other third party vendors to the Plan(s). Assist in the coordination, development and utilization of interface files for all data sharing between Montefiore, Plan record keeper(s) and other Plan vendors.  Maintain integrity between the payrolls of Montefiore and the recordkeeper. Research and respond to all inquiries from the record keeper’s service team for correction to administration records (DOTs, DOBs, SSNs, LOA’s, etc.). Research and advise HCM Team, Payroll and others (as appropriate) regarding corrections to retirement plan deductions. Reconcile, prepare, coordinate authorization, and deliver wire transfers/check request to fund employee and employer contributions to the retirement plans.  Coordinate and post the enrollments and employees changes to the non-qualified plan bi-weekly in the Payroll system, as needed.  Provide Payroll advice regarding changes for participants paid through the Confidential Payroll. Coordinate and assist with all legally and Plan-required summary plan documents, notices, forms, etc.  Coordinate and research all regulatory compliance activities including annual audits, Form 5500 preparation and filing, and compliance testing. Responsible for all onsite activities related to the filings.Responsible for monitoring Plan(s) activities, including: loans, deferments, and coding issues and corrections in Payroll system.  Responsible for authorization of loans, withdrawals, service provider death notifications and beneficiary confirmation, and completion of service requests as required. Research and respond to inquiries from past and current employees with regard to their retirement benefits.  Research and correct any/all data related errors received from employees regarding the retirement plans. Responsible for all participant forms for the non-qualified plan distributions, transfers, withdrawals, and deferred elections. Assist in creation and maintenance of annual procedure manual for employer sponsor plans.Assist with merger and acquisition planning activities, as necessary.  Maintain historical data regarding plans and service providers connected with mergers and acquisitions.  Perform other job related duties or special projects as required.

Bachelor's degree or equivalent experience required.  Masters preferred. A minimum of 3-5 years of related pension / retirement plan experience is required. Requires extensive knowledge / understanding of retirement plans and related contractual documents & laws. 

Some intercampus travel required (up to ~5%).

How to Apply

Please email your resume to Maria D'Oro at

This ad has been viewed 440 times. It expires on 10/5/2018.

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