Retirement Consultant

Job Description:

• The following states are currently paused for sourcing new candidates or for new relocation requests for current caregivers :

  • California, Connecticut, Hawaii, Illinois, Maine, Massachusetts, Minnesota, New York, Pennsylvania, Rhode Island, Virginia, Vermont, Washington.

Essential Functions

• Responsible for assisting caregivers, participants & retirees with specific inquiries and processing retirement related transactions. This includes proving support and strategic direction to HR Business Partners, Leadership, Caregivers and Retirees in the key functional areas of Retirement including the defined benefit plans (including pension administration & benefit payments), the retiree welfare benefits plan (retiree medical, dental, life, and legal insurances) and the defined contribution plans (payroll contributions, match, 2% contributions, maximizing contributions & plan administration). This also includes receiving, prioritizing, documenting, and actively resolving caregiver & retiree requests.
• Reporting to the Retirement Supervisor, this position is a combination of an operations role and a consulting role responding to Solution Center retirement inquiries from caregivers, participants & retirees across the Intermountain Healthcare system. Consultants comply with all ERISA, DOL and IRS regulations and guidelines pertaining to defined benefit and defined contribution plans and adhere to department values, policies, procedures, and security / confidentiality requirements and best security practices.
• Responsible for ensuring compliance with plan documentation as well as safeguarding Intermountain Retirement plan assets by accurately and efficiently processing retirement transactions, answering questions, and resolving concerns.
• Interacts with retirees and others to consult and educate and follows up on requests for information or research in an efficient and timely manner, documenting pertinent information into case management system including all actions taken and final resolution of escalated cases.
• Provides navigation support and coaching to caregivers, participants, and retirees on how to use the self-serve portal. They demonstrate a thorough understanding of the pension plan and are responsible for running pension calculations (vested terms, mandatory cash outs, and retirements), determining vesting and benefit service requirements and researching problems or discrepancies. Follows up on any missing documentation directly with caregiver or retirees and research participant data discrepancies, errors, & issues.
• Demonstrates an understanding of the retiree welfare benefits, including coverages and premiums with plan providers on the medical, dental, and life insurance for our retirees and communicates changes and updates to retirees and participants.
• Demonstrates an understanding of Defined Contribution Plans 401(k), 403(b), 457(b) & 457(f), matching contributions, the 2% noncontributory contribution plan, and eligibility. Queries the pension and / or trust systems and calculates and inputs adjustments into payroll system as needed for contribution max outs on pending retirees' final payments of PTO and LTI cash out balances.

Skills

• Customer Service
• Communication
• Teamwork
• Organization
• Problem Solving
• Defined Benefit Plans
• Defined Contribution Plans
• Retirement Benefits

Qualifications

• Demonstrated functional work experience in human resources or knowledge of the retirement industry, roles, and terminology.
• Basic understanding of human resource & retirement related laws and regulations.
• Excellent computer skills including word processing, spreadsheets, and presentations.
• Excellent interpersonal, verbal, and written communication skills.
• Requires a high degree of accuracy, close attention to detail, working under strict time restrictions, and the ability to recognize and solve problems

Preferred Qualifications

• Prior retirement plans experience, preferably with Defined Contribution, Defined Benefit Plans, or trust operations.
• Bachelor's degree in Finance, Accounting, Human Resources or related field. Degree must be obtained through an accredited institution. Education is verified.
• Advanced proficiency within the Workday and Service Now systems
• Knowledge of defined contribution and defined benefit processing systems or plan sponsor sites
• Human Resources experience in a healthcare setting.

Physical Requirements

• Interact with others requiring employee to verbally communicate as well as hear and understand spoken information.
• Operate computers, telephones, office equipment, and manipulate paper requiring the ability to move fingers and hands.
• See and read computer monitors and documents.
• Remain sitting or standing for long periods of time to perform work on a computer, telephone, or other equipment.

Location:

Work City:

Work State:

Scheduled Weekly Hours:

The hourly range for this position is listed below. Actual hourly rate dependent upon experience.

We care about your well-being - mind, body, and spirit - which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.

Learn more about our comprehensive benefits package here.

By applying for a position with Intermountain, I acknowledge that I will comply with all applicable Intermountain policies and expectations. If applying for a remote or hybrid role, this includes remote work expectations related to confidentiality, information security, work schedules, conflicts of interest, and use of company equipment. I further acknowledge that outside employment or activities may not interfere with job responsibilities or create a conflict of interest with Intermountain. Actual or reasonably perceived conflicts may be grounds for disqualification from consideration or, if hired, corrective action up to and including termination of employment.

Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

At Intermountain Health, we use the artificial intelligence ("AI") platform, HiredScore to improve your job application experience. HiredScore helps match your skills and experiences to the best jobs for you. While HiredScore assists in reviewing applications, all final decisions are made by Intermountain personnel to ensure fairness. We protect your privacy and follow strict data protection rules. Your information is safe and used only for recruitment. Thank you for considering a career with us and experiencing our AI-enhanced recruitment process.

All positions subject to close without notice.