AVP Retirement

About Jefferson

Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow#39;s professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years.

Jefferson is committed to providing equal educashy;tional and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status.

Job Summary:

Responsible for the operation and administration of Jefferson#39;s retirement plans, including all Jefferson-sponsored Defined Contribution Plans, Defined Benefit Plans, and nonqualified retirement plans.

-Functions as a subject matter expert on retirement-related matters; provides strategic direction and thought leadership regarding Jefferson#39;s retirement offerings; maintains up-to-date knowledge of relevant laws and regulations; keeps abreast of trends in the retirement industry.

-Proactively coordinates and plans workflows and day-to-day activities to effectively manage Jefferson#39;s retirement program; oversees daily administration of all retirement-related activities, including ensuring that retirement plan data and plan documents are appropriately and accurately maintained, overseeing the remittance of funds to Defined Contribution Recordkeepers in accurate and timely manner, serving as a liaison to Finance and third party recordkeepers and Administrators to ensure that plan administration is proceeding appropriately; Works with key internal stakeholders to create efficiencies in plan adminstration and operationalization; conducts quarterly stewardship meetings to proper oversight of the retirement program.

-Ensures the timely and accurate completion of compliance testing and submission of all compliance filings (Forms 5500, 8855-SA, PBGC 4010, etc.); works with outside consultants and subject matter experts, consistent with Jefferson policy, to ensure the overall compliance of Jefferson#39;s retirement program with relevant laws and regulations, including ERISA and the Internal Revenue Code; oversees all pension audit activities, including organizing, reviewing, and coordinating annual Form 5500 audit activities.

-Collaborates across functions and works with key internal stakeholders to ensure that Jefferson employees, physicians and residents receive appropriate communications about retirement plan benefits.

-Provides direct supervision, guidance, training, and performance evaluation to the retirement team staff; works with Jefferson leadership on matters of significance to the Jefferson Enterprise; serves as the next point of escalation for participants with retirement-related inquiries and concerns

Qualifications:

- Bachelorrsquo;s Degree in Business, Human Resources, or a related field; 7+ years of experience in retirement administration required

-Masterrsquo;s Degree; SPHR or CCP preferred