Deloitte

Manager, RRWB Wealth Accumulation (Retirement) Operations

Deloitte$97K — $179K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent
  • Minimum 7 years of related experience in defined contribution and defined benefit retirement programs
  • Experience with applicable federal and state regulations regarding employee benefits, including ERISA and DOL requirements
  • Proficiency in MS-Office tools like Word, Excel, Access, Project, and PowerPoint
  • Experience managing responsibilities in a virtual environment
  • Occasional travel up to four times a year may be required
  • Must be legally authorized to work in the United States without sponsorship

Responsibilities

  • Supervise retirement plan operations to ensure compliance with regulations
  • Recommend improvements based on stakeholder feedback and best practices
  • Coordinate with the defined contribution recordkeeper for payroll and administration
  • Validate defined contribution plan allocations with HRIS and payroll
  • Review technical specifications for process changes and support system implementations
  • Manage reconciliations and analyses for ongoing processes
  • Conduct root cause analysis to resolve data discrepancies

Benefits

  • Comprehensive rewards that support professional growth
  • Opportunities for skill-building and mentorship
  • Inclusive culture that encourages diverse perspectives
  • Professional development programs available to all employees
  • Discretionary annual incentive program based on individual and organizational performance
Full Job Description
Recruiting for this role ends on July 25th, 2025.

Work you'll doThis position is responsible for supporting Rewards, Recognition and Well-being (RRWB) in the management of Deloitte's US Wealth Accumulation program, consisting of 401(k) savings and profit-sharing defined contribution plans and cash balance defined benefit plans, with a focus on plan operations and compliance. Coordination with various internal and external stakeholder groups is important to this role's success. Specific responsibilities of this role will include:
  • Supervise daily retirement plan operations in accordance with company guidelines and regulatory requirements. Ensure plans are administered appropriately, in accordance with applicable laws and regulations.
  • Recommend opportunities for continuous improvement based on organizational objectives, stakeholder feedback, and knowledge of leading practices. Manage projects to implement continuous improvement across internal stakeholders and external vendors.
  • Coordinate with third-party defined contribution recordkeeper to manage bi-weekly payroll processes, annual processes, invoice processing, quarterly SLAs, incident reporting, and day-to-day administration.
  • Facilitate the coordination between HRIS operations, payroll, and the defined contribution recordkeeper to validate that the defined contribution plan contribution allocations are operating smoothly and accurately.
  • Review and approve business and technical specifications for process and technology changes. Support the implementation and testing of systems and interfaces for new program features, particularly those that are required by new legislation.
  • Manage and perform reconciliations, reports, and analyses for ongoing processes and special projects. Ensure accuracy of vendor interface files and system configuration and develop solutions to mitigate benefit administration issues.
  • Manage and perform root cause analysis to identify and resolve data discrepancies and questions.
  • Manage external outreach and escalations from individuals including stakeholders, defined benefit and defined contribution plan participants, and coordinate issue resolution across teams.
  • Provide counseling to management, partners, principals, directors, employees, and retirees regarding provisions of existing/new benefits, policies and processes, as needed.
  • Review and approve defined benefit plan lump sum and annuity payments/funding.
  • Respond to internal and external audit requests.
  • Manage tasks related to compliance with provisions of the Employee Retirement Income Security Act (ERISA), including the preparation of reports and filings required by federal and state agencies.
  • Prepare and review presentations/recommendations for management consideration based on ongoing analysis of escalated cases and ongoing improvements in technology and processes; manage feedback in an effective and timely manner.
The individual selected for this role must have a basic knowledge of all pertinent federal and state regulations, filing and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, and DOL requirements. Individual must have the ability to handle confidential and sensitive information with appropriate discretion and work in a virtual team environment with a client service focus.

The teamThe Rewards, Recognition and Well-being (RRWB) Talent team guides the firm's mission of providing a distinctively Deloitte experience through comprehensive rewards that empower professionals to thrive mentally, physically, and financially - and live their purpose. The RRWB team listens to our leaders, our people, and the market to identify the best ways to pay, recognize, provide benefits, support well-being, and embolden strong psychological health and performance to deliver a valued talent experience.

QualificationsRequired:
  • Bachelor's degree or equivalent
  • Minimum 7 years of related experience in defined contribution and defined benefit retirement programs
  • Experience working with pertinent federal and state regulations, filing and compliance requirements affecting employee benefit programs, including ERISA and DOL requirements
  • Experience with MS-Office tools - Word, Excel, Access, Project, PowerPoint, Outlook, Teams
  • Experience managing deliverables and performing job responsibilities in a virtual environment
  • Occasional travel up to four times per year may be required for in-person collaboration
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred:
  • Strong knowledge of HRIS systems and data transmission
  • Experience leading and advising clients/stakeholders through complex challenges
  • Strong communication and presentation skills with the ability to engage with and influence stakeholders of all levels
  • Problem-solver with the ability to analyze, synthesize and draw conclusions from data
  • Experience managing multiple concurrent projects against competing deadlines
Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $97600 - $179900.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

EA_ExpHire

Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

Professional development

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

About Deloitte

Deloitte is a multinational professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services. The company was founded in London in 1845 and has since grown to become one of the largest professional services firms in the world. Deloitte has over 330,000 employees in more than 150 countries and territories. The company's mission is to help clients achieve their goals and make an impact that matters in their businesses and communities.
Learn more about Deloitte
Size
330,000 employees
Industry
Founded
1999

Similar Jobs

More Jobs at Deloitte

More Finance & Insurance Jobs

Find similar Manager, RRWB Wealth Accumulation (Retirement) Operations jobs: