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Retirement Specialist in Altamonte Springs, FL at AdventHealth

Date Posted: 3/12/2019

Job Snapshot

  • Job Schedule
  • Job Category
  • Date Posted:
  • Job ID:
  • Job Function
    Human Resources
  • Travel
    Yes, 25 % of the Time
  • Shift
    1 - Day
  • Application Zone
    1-Shared Services
  • Organization
    AdventHealth Corporate

Job Description

Retirement Specialist AdventHealth Corporate
Location Address: 893 Hope Way Altamonte Springs, FL 32714
Top Reasons To Work At AdventHealth Corporate
  • Great benefits
  • Immediate Health Insurance Coverage
  • Career growth and advancement potential
Work Hours/Shift:
  • Full-Time, Monday – Friday
You Will Be Responsible For:
  • Act as a subject matter expert in the management of benefit documents, workflows and employee inquiries as it relates to employee benefits, including group health plans, ancillary plans, paid days off, grandfathered paid leave plans and retirement options
  • Provide guidance on benefit plan information to employees and dependents, including, but not limited to, new hire enrollment, open enrollment, continuation of coverage information, evidence of insurability applications, death claims and government required notices and compliance documents
  • Specialize in the processing of all SDA Pension Plan applications, including researching and updating original service records, and assisting employees and former employees with the application process, including payment estimates/payment options and collecting all supporting documentation
  • Liaise with the SDA General Conference to ensure applications are processed accurately and in a timely manner
  • Assist Strategic Services with annual audits to identify vested individuals who require special notices
  • Serve as the main point of contact for AHRP representatives to troubleshoot, eligibility, enrollment and distribution issues
  • Research and resolve service credit inquiries and update in applicable systems accordingly, including service credit updates for AHS acquisitions as needed
  • Research and respond to all Valic retirement plan distributions and requests for hardship withdrawals and loans, in accordance with Plan Documents and applicable ERISA guidelines. Serve as the main point of contact for employees/former employees and Valic representatives to troubleshoot eligibility and distribution issues
  • Maintain a broad knowledge of company policies, benefit plan documents and legal and regulatory updates as it relates to employee benefits and group health and welfare plans
  • Liaise and maintain appropriate relationships with retirement vendor representatives, corporate Benefits team members, internal Shared Services and HRIS teams, and facility level HR personnel as applicable
  • Track, investigate, update, and close cases within the case management tool; answer phone calls and respond to emails within established service-level agreement timelines
What You Will Need:
  • Bachelor’s degree in Human Resources, Business or Health Administration, or a relevant field.
  • Three years’ experience in support of employer-sponsored group health and welfare programs in a Human Resources team environment
  • Basic proficiency in Microsoft Office Suite required, including Outlook and Excel
  • Knowledge and understanding of general benefits administration, including common state and federal regulations surrounding HIPAA, PPACA (ACA), FMLA, ERISA as well as relevant SEC and IRS regulations
  • Skilled in understanding and applying applicable rules, regulations, policies, and procedures relating to group health insurance and retirement benefits
Job Summary:
The Retirement Specialist is an individual contributor supporting Adventist Health System’s employee benefits administration functions. The Retirement Specialist acts as a subject matter expert (SME) in the benefit plans offered to the AdventHealth employees and liaises with benefit vendors on behalf of employees, specifically regarding eligibility and enrollment in retirement plans. The Retirement Specialist oversees the administration of retirement application processing for the Seventh Day Adventist (SDA) pension program and assists employees with distribution requests from other frozen retirement plans. The Retirement Specialist acts as a liaison with the various AdventHealth retirement vendors and the SDA General Conference to research and resolve plan participant issues.  The Specialist is responsible for staying up to date on applicable legal and regulatory changes, updates to internal policy and processes, and new system functionality.

This facility is an equal opportunity employer and complies with federal, state and local anti-discrimination laws, regulations and ordinances.

Location | Organization | Category | Job Function