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Retirement Plan Specialist

Globe Life

in McKinney TX / Hybrid

Logo for Globe Life

Are you ready for your next career opportunity!

Globe Life has a great career opportunity for a Retirement Plan Specialist to join their team in the Human Resources department supporting the corporate office in McKinney, TX.

When you join Globe Life, you are joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that take pride to help Make Tomorrow Better. You will have the opportunity to grow your career while developing personally and professionally.

We offer a competitive salary with a great benefits package, including 401(K) match, pension plan, medical, dental, and vision health plans, short-term and long-term disability, paid time off, tuition reimbursement and other career development opportunities.

Job Summary

We are seeking a detail-oriented Retirement Plan Specialist to serve Globe Life’s employees through accurately and effectively administering the company’s pension, 401(k), and other retirement plans. The ideal candidate will be well organized, self-motivated, and able to identify, recommend, and implement improvements to various critical internal processes and transactions. We are looking for an individual willing to roll up their sleeves and handle any and all tasks related to serving our employees’ retirement needs.

Primary Duties & Responsibilities:

  • Respond to employee requests for retirement benefits by completing necessary pension calculations and providing supporting service to employees
  • Support regular inquiries, investigations, and correspondence with retirees, active, and terminated participants in all retirement plans
  • Accurately process weekly pension and other periodic payments
  • Prepare and review annual and semi-annual defined contribution discretionary and/or profit-sharing contributions
  • Prepare and audit valuation data for Pension Plans
  • Ensure retirement plans are administered in accordance with company, state, and federal guidelines and regulations, provide support for internal and external compliance audits, and assist with annual non-discrimination testing for all plans
  • Maintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits and recommend opportunities for enhancements
  • Perform other duties as assigned

Knowledge, Skills, & Abilities:

  • At least five years of experience working in the administration of defined benefit and defined contribution plans
  • Ability to read and understand complex plan documents
  • Ability to effectively prioritize competing tasks and manage multiple tasks simultaneously
  • Excellent organizational, analytical, and verbal/ written communication skills
  • Ability to work well either independently or as part of a team with a focus on achieving exceptional results
  • Ability to handle sensitive information and maintain a high level of confidentiality
  • A high level of accuracy and attention to detail is required for success
  • Excellent interpersonal and customer service skills with ability to clearly explain retirement plan options in easily understood terms
  • Proficiency with MS Office Suite and other related software and system interfaces
  • Strong knowledge of ERISA and IRS regulations
  • SHRM-CP or PHR a plus
  • Applicable to all employees of Globe Life & Accident and its subsidiaries:
    • Reliable and predictable attendance of your assigned shift
    • Ability to work full time and/or part time based on the position specifications

 Education and Experience:

Bachelor’s degree in Business Administration, Human Resources, or other related field required or equivalent work experience with proven problem-solving ability.

How to Apply

Apply Now


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