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To be successful in this role, you will bring
- Bachelor’s degree and at least five years of relevant experience administering retirement plans or acting as a retirement plan consultant responsible for managing operations and compliance for 403(b) or 401(k) and pension plans, or a combination of education and relevant experience.
- Demonstrated ability to work effectively and collaboratively in a de-centralized organization with members of a cross-functional team to implement program changes. Plans should include stakeholder management, communication and education needs support tools, and rollout schedules.
- Demonstrated ability to ensure retirement plans operate in accordance with plan provisions and in compliance with applicable regulations governing tax-qualified plans.
- Strong written communication, presentation and public speaking skills.
- Strong analytical, critical thinking, problem solving, judgment, negotiating, influencing, and decision-making skills. Ability to maintain confidentiality, tact, and diplomacy.
- Strong project management and vendor management skills.
- Advanced working knowledge of ERISA, Department of Labor and the Internal Revenue Code and other statues governing employer sponsored tax-qualified retirement plans.
- Experience drafting, reviewing and amending benefit plan documentation, identifying, evaluating and correcting operational compliance issues, including documentation of corrective actions.
- Ability to quickly absorb and learn new concepts and new software programs.
- Flexibility and willingness to learn about other benefits and compensation programs and assist with cross-functional projects or provide short-term support to other health and welfare benefit programs/projects
- Intermediate-level proficiency with Microsoft Office suite, including Outlook, Word, Excel, and PowerPoint; demonstrated proficiency with human resource information systems.
- Ability to constantly perform desk-based computer tasks. Frequently sitting. Frequently stand/walk, sitting, use a computer, use a telephone, grasp lightly/fine manipulation, occasionally twist/bend/stoop/squat, reach/work above shoulders, grasp forcefully, lift/carry/push/pull objects that weigh up to 20 pounds, writing by hand, sort/file paperwork, rarely kneel/crawl.
Preferred Qualifications
- Retirement Plan Certification, such as Qualified Pension Administrator (QPA), Certified Plan Sponsor Professional (CPSP), National Tax Deferred Savings Association (NTSA), or Certified Employee Benefits Specialist (CEBS).
- Working knowledge Oracle Financial Systems, Peoplesoft HRIS, and Fidelity’s PSW system to identify and resolve data discrepancies.
- Experience with HRIS system implementations and development of plan eligibility data file requirements.
- Knowledge of pension annuity insurance environment.
Working Conditions
- Travel on campus to schools/units; some occasional travel out of town. Occasional work on evenings and weekends.
Work Standards
- Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
- Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
- Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, http://adminguide.stanford.edu.
Why Stanford is for You
Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture and unique perks empower you with:
- Freedom to grow. We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak.
- A caring culture. We provide superb retirement plans, generous time-off, and family care resources.
- A healthier you. Climb our rock wall, or choose from hundreds of health or fitness classes at our world-class exercise facilities. We also provide excellent health care benefits.
- Discovery and fun. Stroll through historic sculptures, trails, and museums.
- Enviable resources. Enjoy free commuter programs, ridesharing incentives, discounts and more.
Other duties may also be assigned, not all unique aspects of this job are covered by this job posting. A full job description will be shared during the interview process.
Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.
