Senior Analyst, Retirement at The J.M. Smucker Company in Cleveland, Ohio

Job Description:

TITLE

Senior Analyst, Retirement Benefits

LOCATION

Orrville, Ohio (Close proximity to Cleveland/Akron)

REPORTS TO

Manager, Retirement Plans Administration

POSITION SUMMARY

The Senior Analyst, Retirement role is a senior-level business/systems analyst and benefits administrator on the Total Rewards Operations team within HR Shared Services. In this role, the Senior Analyst will lead, implement, maintain, and use Workday and external vendor partner systems and processes to administer the Company's retirement programs successfully, efficiently, and effectively.

The Senior Analyst requires expert knowledge of the federal/state/local laws and regulations that govern retirement benefits (defined benefit, defined contribution, and other benefits) as well as knowledge of the Company's benefits programs.

KEY RESPONSIBILITIES

• Apply expert knowledge of Company's retirement programs to design and test internal HR and external vendor partner systems and processes. Responsibilities include but are not limited to:
  
  
  • Partnering with internal HRIS team and third-party vendor partners to design, implement and maintain systems and reporting for the successful, effective, and efficient administration of retirement programs, including researching/resolving issues and researching/implementing enhancements
  
  
  • Leading and analyzing complex business requirements, systems functionality and capabilities, and systems specifications
  
  
  • Drafting complex analysis documents
  
  
  • Leading, developing, and executing complex functional and regression test plans and test scripts, including creating test scenarios and test cases
  
  
  • Leading and deploying tested and approved complex systems and processes to end users, including developing and delivering training materials
  
  
  • Leading, identifying, and resolving complex and escalated system and process errors and issues
  
  
  
  

• Complete day-to-day operations work in compliance with applicable federal/state/local laws and regulations, and consistent with the Company's total rewards philosophy, plan designs, and processes. Ensure upmost quality and customer service. Responsibilities include but are not limited to:
  
  
  • Leading, reviewing, and approving defined benefit calculations and participant forms leveraging third-party technology
  
  
  • Leading and processing complex defined benefit transactions (e.g. commencement of benefits, rollovers, and QDROs)
  
  
  • Leading, reviewing, and approving defined benefit payments in trustee payment portal
  
  
  • Leading, reviewing, and approving defined contribution participant data and payroll deductions
  
  
  • Leading, reviewing, analyzing, and approving benefit events and benefit elections data in Workday in accordance with the Company's benefits program rules and in compliance with laws and regulations
  
  
  • Leading and working with external vendors to research and resolve participant issues
  
  
  • Working with Analysts and Senior Analysts on the team to identify, troubleshoot, and resolve internal HR and external vendor systems and process issues
  
  
  • Completing internal audits, external audits, nondiscrimination testing, and other audits as required
  
  
  • Completing census reports, government filings, and other reporting requests as required
  
  
  • Completing compliance-related requirements, including analyzing issues, correcting errors, and helping ensure proper quality controls are followed to avoid future errors
  
  
  • Monitoring Workday integrations to ensure they run successfully and according to requirements, including researching and resolving discrepancy reports from vendor partners. Work with Analyst and Senior Analyst to identify and correct problems and implement fixes
  
  
  • Working with HR Communications and internal/external print vendors to prepare, print, and distribute participant communication materials and mailings, including required legal notices
  
  
  • Delivering training and guidance to the HR HOME Contact Center and HR managers
  
  
  • Mentoring junior members on the team
  
  
  
  

• Leads, responds, to, and troubleshoots inquiries and issues escalated from junior members of the team. Responsibilities include but are not limited to:
  
  
  • Analyzing and resolving complex and difficult participant cases and inquiries in accordance with the Company's benefits program rules and in compliance with laws and regulations
  
  
  • Analyzing complex information and data (employee-provided, system generated, etc.) to identify problems, determine root causes, and resolve issues at the root cause
  
  
  • Delivering exceptional customer service to internal (HR, managers, employees) and external (terminated employees, retirees, dependents, beneficiaries, and other related persons) stakeholders, including handling difficult conversations and situations
  
  
  • Performs/completes special projects including but not limited to process improvements, automating procedures, annual audits, compliance activities, and testing of systems features and functionality.
  
  
  
  

SELECTION CRITERIA

Education

• Bachelor's Degree is required

Experience

• At least 4 years of experience in retirement benefits administration


• Prefer at least 4 years of experience with Workday or other HR/Benefits systems


• Strong analytical and problem-solving skills


• Strong attention to detail


• Excellent verbal and written communication skills


• Demonstrated ability to manage competing priorities


• Demonstrated ability to work under pressure, multi-task, and meet deadlines


• Demonstrated ability to maintain a high degree of confidentiality and sensitivity to compliance-related matters


• Demonstrated ability to interact with and support all levels of management

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