Manager, Retirement Resume Sample

5.0
12 votes

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Kelley Wisoky
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Work Experience


Manager, Retirement Plans
01/2018 - PRESENT
Philadelphia, PA
  • Managing concurrent projects both as a PM and LPL-SME that assists record keeper partners with integrating into LPL Retirement Partner’s Engagement / Transition Solution and Employee Advice Solution
  • Working knowledge of Excel, Word, PowerPoint and Visio and MS Project
  • Working with other internal departments, lead the process of identifying non-standard plan provisions or employer processing requests for new business, and provide technical commentary on RC’s ability for accommodation based upon regulatory, competitive, and corporate goals
  • Experience in savings plan or related area (min 7yr)
  • Experience in benefits administration (min 7yr)
  • Service Provider management experience (min 5yr)
  • Service Center experience (min 5yr)
  • Experience in pension plan or related area (min 2yr)
  • Excellent interpersonal and written/oral communication skills
Product Manager, Retirement Solutions
03/2011 - 07/2017
Boston, MA
  • Proven successful team player
  • Technical knowledge of savings plans
  • Guide and direct the management, administration, recordkeeping, and maintenance of participant accounts for retirement plans. These plans include, but are not limited to qualified and non-qualified defined contribution plans and potential defined benefit arrangements
  • Manage Grainger’s internal standards and governance supporting defined benefit and defined contribution retirement plans across the enterprise
  • Develop and manage the deployment of educational programs that support team member financial future
  • Maintenance of all retirement plan documents and summary plan descriptions
  • Enterprise wide governance and compliance with regulatory and reporting requirements
Technical Manager Retirement Solutions Team
10/2006 - 09/2010
New York, NY
  • Assures company compliance with provisions of Employee Retirement Income Security Act (ERISA)
  • Support Executive Director in managing retirement plans vendor invoice review, validation and approval process
  • Draft retirement plan employee communications
  • General understanding of Defined Benefit plan funding, accounting and reporting requirements
  • Review plan vendors’ performance, lead quarterly service delivery meetings and provide program performance reporting to Gannett Senior leadership
  • Experience in administering defined benefit, defined contribution and deferred compensation plans
  • Proficient in Excel and Word, have typing and PC skills, detail-oriented
  • Certified Benefits Professional or CEBS designation highly desirable
  • Related vendor management experience, including procurement processes, implementation and on-going relationship management required

Education


Spalding University
2002 - 2006
Bachelor's Degree in Business

Professional Skills


  • Outstanding customer service skills, strong goal and results orientation, and ability to set priorities is required
  • Proven ability in logical and analytical thinking and problem solving skills
  • Strong oral, written and presentation skills are important
  • Strong project management/execution and analytical skills
  • Experience working with Plan Sponsors, TPA’s & Advisors
  • Experience working with DB and DC plans
  • Demonstrated knowledge of laws and regulations governing defined benefit and defined contribution plans required – both qualified and non-qualified

How to write Manager, Retirement Resume

Manager, Retirement role is responsible for analytical, customer, training, finance, securities, procurement, security, compensation, benefits, reporting.
To write great resume for manager, retirement job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Manager, Retirement Resume

The section contact information is important in your manager, retirement resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Manager, Retirement Resume

The section work experience is an essential part of your manager, retirement resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous manager, retirement responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager, retirement position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Manager, Retirement resume experience can include:

  • Proven history of working collaboratively across all levels of an organization
  • A combination of education and experience/training is acceptable
  • Demonstrated ability in process optimization and change management
  • Act as technical expert regarding IRS & DOL rules and regulations pertaining to IRA’s and DC Plans
  • Maintain and update the annual administration and compliance calendar, ensuring quality and timeliness
  • Formulates and implements Trust business development plans within established Bank markets, working with other areas of Trust as well as Bank partners

Education on a Manager, Retirement Resume

Make sure to make education a priority on your manager, retirement resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager, retirement experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Manager, Retirement Resume

When listing skills on your manager, retirement resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical manager, retirement skills:

  • Strong learner, ability to pick up new skills and disciplines
  • Effectively manage and lead a group of dedicated benefits professionals to achieve desired results and outcomes for the organization
  • Identifies and implements tools and processes aimed at improving participant experiences related to the use of plans and services
  • Balance multiple priorities and direct the work of others
  • Strong customer focus and cultural advocacy
  • Post-secondary education or relevant job experience

List of Typical Skills For a Manager, Retirement Resume

1

Skills For Manager, Retirement Plans Resume

  • Experience with Seibel applications within a Contact Centre environment
  • Establish strong relationships within the CSC in an effort to maintain and encourage positive morale and a high level of staff engagement
  • Identify and recommend cost effective, scalable strategies to promote financial wellness throughout the organization
  • Serve as technical resource and mentor to the retirement administration team, including identifying and delivering on training opportunities
  • Combination of level-headedness, positive attitude and sound decision making
2

Skills For Product Manager, Retirement Solutions Resume

  • Assess and recommend ongoing improvement opportunities to deploy appropriate programs to key business units and geographies outside the U.S
  • Proactively share knowledge to ensure team objectives are met
  • Consistent track record of top performance
  • Canadian Securities Course, IFIC or CFP designation
  • Life License Qualification Program
  • Knowledge of Group Retirement Services' and Group Benefits’ products processes, legislation, and tax requirements
  • Execute against business goals and objectives
  • Monitor key performance indicators and work with business partners to analyze results and ensure issues are dealt with in a timely manner
3

Skills For Manager Retirement Benefits, Total Rewards Resume

  • Research and resolve issues in a timely manner
  • Work independently to resolve issues on a day-to-day basis
  • Partner with internal and external subject matter experts to design and deploy programs that align with Granger’s strategies
  • Positioning & Growth – in partnership with the investment/client PM, distribution and marketing teams, understand the competitive environment, industry dynamics and underlying product attributes to properly position Nuveen’s strategies for success through increased sales, retention and market share
  • Optimization – manage the P&L prudently while evaluating opportunities to rationalize the product line to ensure the most product use of financial and human capital resources
  • Excellent written and verbal communication skills, ability to present benefits materials to all audiences, including upper management and large associate audiences
4

Skills For Technical Manager Retirement Solutions Team Resume

  • Strong understanding of retirement account types and the rules that govern them, e.g. IRAs, Roths, SEPs, SIMPLEs, etc
  • Good level of knowledge about financial planning elements and regulatory issues
  • Partner across cross-functional teams to accomplish objectives
  • Apply subject matter expertise to review Marketing copy and strategy, and help drive awareness of TDA’s retirement brand through media and public relations initiatives
  • Formulate strategy and communicate it with business partners
5

Skills For Manager, Retirement Consulting Group Resume

  • Understand the competitive positioning of Nuveen’s product line, identifying areas of strength and weakness along with action plans to improve positioning through multiple product attributes, including pricing, existing/new wrapper structure & features, and messaging
  • Manages qualified retirement programs, including Gannett’s defined benefit pension plans as well as our 401(k) plan
  • Periodically develops and conducts training and communications programs
  • Develops and presents meaningful metrics to gauge program success and financial status
  • Reviews programs to ensure compliance with federal/state regulations and plan documents
  • Provides constant communication to HR Business Partners, Employee Services Team and other internal constituents (e.g. Labor Relations, Finance)
  • Maintains focus on best practices, regulatory requirements and the competitive environment
  • Collaborates early and often
  • Builds open and honest relationships with peers and business clients
6

Skills For Manager, Retirement Planning Consultant Resume

  • Provides leadership to all members of a team responsible for servicing clients’ needs within assigned block of business. Directs and is accountable for the delivery of proactive and consultative service to clients ensuring the highest levels of customer service and satisfaction
  • Manages the vendor relationship by making sure plan is being administered correctly to provide plan participants complete accurate information regarding their plan benefit
  • . Leads the implementation of special projects, including plan changes by working with vendor to code system and participating in the implementation meetings/calls to make sure the changes coded to system are implemented accurately
  • Work with internal and external groups (U.S. and Canada) including legal, compliance, auditors and any government agency when issues arise to provide an appropriate response
  • Drafts and ensures all participant communications and Summary Plan Descriptions are accurate and up to date
  • Stays informed of government requirements, programs and mandates and analyze impacts on design and administration
7

Skills For CSC Sales Manager, Retirement Resume

  • Manage annual audit activities, resolve employee issue escalations from vendor, responds to participant inquiries,
  • Manage and guide the work of the team that is responsible for all administration and compliance activities of the Company’s retirement plans
  • Provide subject matter expertise and direction on special or complex retirement projects and initiatives, including but not limited to plan mergers, plan terminations, and compliance initiatives
  • Provide peer review of retirement administration team work, including but not limited to benefit calculations, government filings, regulatory notices, and participant communications
  • Identify improvement opportunities in the administration of our retirement plans, provide recommendations, and implement solutions using a combination of systems, tools, processes, and standard operating procedures
8

Skills For Manager Retirement Client Services Resume

  • Partner with HRIS to design and implement systems and reporting for the successful and effective management and administration of retirement plans, including defining systems requirements, analyzing file specifications, testing, and researching/resolving issues internally and with third-party administrators and systems
  • Resolve escalated employee and retiree issues
  • Maintain knowledge of regulatory and compliance requirements impacting retirement plans and ensure compliance with all relevant laws, regulations, policies, and other government requirements and standards
  • Manages team’s client calling activities through active Salesforce usage and retention efforts through close supervision of At-Risk reports
  • Directs the overall strategy for Retirement Plan Services
9

Skills For Manager, Retirement Plan Services Resume

  • Develops and implements policies and programs of the Retirement Plans Services
  • Responsible for collaborating with 3rd party administrators to develop new products and services to differentiate Retirement Plan Services to attract new clients and enhance current relationships
  • Manages relationship management activities to ensure a high level of client satisfaction, relationship/revenue retention and profitability
  • Exercises the authority of a manager concerning staffing, performance evaluations, promotions, salary recommendations, and terminations within Retirement Plan Services
  • Ensures external regulations and internal policies and procedures of the Trust Department are followed in the administration of client accounts
  • Maintains high level of engagement with Retirement Plan Services clients
  • Direct and supervise the administration of retirement plans. Interpret plan provisions and direct the trustee and participant record keeper in allocating the annual contribution and processing loans, withdrawals, payouts, etc
10

Skills For Senior Manager, Retirement Resume

  • Supervise the administration and payment of benefits for the U.S. non-qualified retirement plans (e.g.: supplemental profit sharing plans, and deferred compensation arrangements). These include but are not limited to the Supplemental Profit Sharing Plans I & II (SPSP, SPS II)
  • Supervise the administration of Grainger’s U.S. group benefit trusts
  • Primary internal retirement plan expert supporting Merger & Acquisition activity. Liaise between external support and internal stakeholders to identify issues, explore alternatives and propose solutions
  • Responsible for the administration, vendor management, participant communication, plan design, financial management and compliance related activities of the US and Canadian pension and savings plans (qualified and non-qualified). Work with and manage associated vendors for savings related activities (includes savings plan record-keepers and trustees)
  • Develop and manage the delivery of effective communications for retirement plan participants. Topics would cover both investment issues and administrative procedures and changes. Develop effective educational programs supporting team member’s financial future. Topics might include financial planning, retirement planning, and broad investment issues

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