Benefits Operations and Retirement Plan Specialist

Job Description

The Benefits Operations and Retirement Plan Specialist is responsible for supporting the Benefits Department in administering the various benefit programs offered to the 3,500+ current benefit-eligible employees of the 400+ locations that participate in the Archdiocese of Boston Benefit Plans. Benefit plans include Medical, Dental, Life and Long-Term Disability insurance, Transition Assistance (unemployment), 401(k), and a custom paid family and medical leave program. The position is on-site at the Pastoral Center in Braintree with the option to eventually work remotely one day per week and has a salary range of $60,000 to $65,000.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide support to the Benefits & Data Manager with administration of the 401(k) Plan:
Serve as the primary operational liaison with Voya Financial (recordkeeper), attending weekly meetings, following up on open items, responding to Voya inquiries, and reviewing/taking action as needed on Voya reports.
Work with Voya and Benefits Department staff on annual communications strategies, from drafting to distribution of information.
Submit corrections, adjustments, QNEC, refunds, etc. through payroll. Notify locations and participants of issues and corrections.
Draft and coordinate distribution of participant e- mails and mailings, including annual legal notices and targeted periodic communications.
Schedule and coordinate in-person participant information sessions with Voya.
Assist with annual Plan audit.
Assist Senior Benefits & Retirement Plan Manager and Plan Administrator with legal and Plan rule compliance.
Monitor and update Benefits website material as needed to reflect Plan changes, including annual legal maximums, Plan design changes, legal mandates, etc.
Provide support to the Director with organizing and executing the annual open enrollment process for the diocesan Medical and Dental Plans.
Oversee administration of supplemental benefits (including FSA, supplemental life insurance, and vision plan) for Pastoral Center and other select locations, including enrollment changes and annual open enrollment.
Assist with ongoing data scrubs and tactical changes in process or communications as needed.
Respond to inbound calls and emails from employees and location administrators regarding benefits issues and coordinate with vendors as necessary.
Manage data-intensive projects for recurring tasks for all benefit plans (such as annual notice mailings, monthly self-bill preparation, notices of improper use of HRA/FSA, etc.) and communication initiatives, using Excel, multiple databases, and other information sources.
Attend and present at meetings, some of which may require travel.
Other duties as may be assigned.

QUALIFICATIONS:
Bachelor's degree in Business Administration, Human Resources, or related field. PHR or SPHR a plus.
Strong analytical and organizational skills.
Strong Microsoft skills, particularly in Excel and Word.
Experience with online payroll and benefit enrollment systems and/or the administration of a 401(k) Plan a plus.
2+ years of benefit plan administration and HCM experience, or equivalent experience in a multi-faceted role.
HIPAA compliance training preferred.
Ability to work well under pressure in a fast-paced environment, sometimes with shifting priorities and multiple deadlines.
Strong verbal and written communication skills.
Ability to prioritize, work efficiently, and transition from task to task while maintaining focus.
High level of attention to detail and accuracy.
Ability to troubleshoot issues.
Experience in handling and producing confidential information.
Ability to work independently.
Willingness to support the mission of the Catholic Church. The ability to work comfortably with priests and religious sisters is greatly desired.

PHYSICAL PERFORMANCE ELEMENTS:
Ability to use a computer keyboard for up to 8 hours/day.
Ability to sit for up to 8 hours/day.
Ability to lift up to 20 pounds.
Ability to communicate by phone on a regular basis.

The duties and requirements described above are representative of those encountered during performance of the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions

About the Employer

The Archdiocese of Boston is the fourth largest archdiocese in the United States and is the spiritual home for more than 1.8 million Catholics. Until October 2024, Cardinal Sean P. O'Malley, OFM Cap., led the Archdiocese through unprecedented events with a focus on healing and rebuilding the local Church. In August 2024, His Holiness Pope Francis named Archbishop Richard Henning, S.T.D. as Cardinal O'Malley's successor. He was installed on October 31, 2024.