Pension Manager

May 16, 2019
Post Type
Experience (minimum)
5-10 Years
Education (minimum)
Travel Required?
Not specified
Base Salary
Not specified


HIAS seeks a Pension Manager to lead and oversee defined benefit retirement programs, establish a corporate governance structure framework and define roles and responsibilities with internal stakeholders and external partners. S/he also documents operational processes and control requirements, implements business-level control mechanisms, assesses program and business level risk and compliance, and establishes reporting metrics. This role will have primary responsibility for investment oversight of $12 million worth of assets.

Essential Functions:

  • Ensures plans are administered in compliance in accordance with plan documents, IRS, ERISA rules and company internal processes; builds a comprehensive and sustainable compliance review, advisees on current trends and best operational practices.
  • Identifies potential areas of compliance vulnerability and risk, develops and implement corrective action plans to resolve issues, and recommends how to avoid or handle similar situations in the future; tracks and monitors new regulations and ensure compliance.
  • Develops and provides compliance metric reports on a regular basis and keeps senior management informed of key compliance efforts; uses sound judgment to respond, track and resolve escalations and appeals in a timely manner.
  • Conducts monthly review of pension plan assets and allocations; reviews fund performance regularly; works closely with CFO and COO in managing asset allocations, updates and reporting to the Investment Committee.
  • Implements sound record keeping of all pension/retirement plan participants and ensures records are kept safe and available for review and audit; responsible for keeping all applicable client conversation communications.
  • Serves as the point of contact between participants/members and external stakeholders (e.g. the Actuary) on pension plan provisions and payment elections.
  • Serves as main point of contact with external auditors; maintains all Pension Plan financial statements.
  • Partners with service providers (e.g., actuaries, consultants, trustees etc.) and other functions (e.g., HR, Finance, and Legal,) to resolve issues and recommend innovative solutions.
  • Identifies program changes that incorporate the company’s strategic objectives.
  • Assists with the Investment Committee meetings, annual pension plan audits and filing.
  • Work with treasury cash management to ensure funding of various plans for benefits payout.
  • In conjunction with the Director, Human Resources and Administration, assist in the administration of HIAS benefits; serves as the primary contact for plan vendors and third-party administrators.
  • Documents and maintains administrative procedures for assigned benefits processes; ensures compliance with applicable government regulations, and ensures timelines and accuracy of requires reporting and fees.

Qualifications and Requirements:

  • Undergraduate or graduate degree in Finance, Human Resources or related field.
  • A minimum of five (5) years of benefits and or retirement compliance and program management; a minimum of three (3) years in direct pension design and benefit administration.
  • A minimum of two (2) years relevant investments management experience; actuarial experiences preferred.
  • Proficiency in Microsoft Word, Excel and PowerPoint.
  • Working knowledge of Erisa and other pension-related laws and regulations, actuarial valuation, relevant financial reporting and accounting standards.
  • Proficiency at managing third party administrations and consultants; excellent project management and analytical skills.
  • Extensive experience with HRIS and benefits databases; knowledge of COBRA, Social Security an DOL requirements.
  • Some knowledge of Judaism and/ or the Jewish community, culture and issues is a plus.
  • Excellent multitasking, time management and problem-solving skills; must be able to work autonomously and in a team.
  • Excellent critical thinking; interpersonal, written and oral communication skills.

Please submit your resume, cover letter and employment application to our website, in order to be considered. For questions and concerns, please contact

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