JOB SUMMARY

Job Profile Summary

As a Retirement Plans Analyst - Senior, you will be a key part of the Retirement Plans team supporting the HR Strategy and Transformation division of Human Resources. This role assists with the design, administration, governance, and communication of our employee and retiree retirement plans, specifically the 401(k) Plan. The ideal candidate will have significant experience in 401(k) administration, demonstrate strong analytical and creative problem-solving skills, have a passion for process improvement, and be comfortable communicating with employees at all levels, including leaders. This position is located in Tulsa, OK and offers a hybrid work schedule.

Essential Functions and Responsibilities

• Monitor and administer activities related to the administration of employee benefit plans with limited supervision including, but not limited to (as specified by position):

  • Defined benefit retirement, 401(k) and profit-sharing plans

  • Employee stock purchase plan and stock award program

  • Executive Non-Qualified Deferred Compensation plan

  • Annual open enrollment

• Monitor trends in employee benefit plans to ensure plans are competitive and comply with governmental laws and regulations. Prepare related recommendations for changes in plan design

• Provide information and guidance to management, employees, retirees, regulatory agencies, consultants/actuaries, and others on matters including, but not limited to:

  • Benefit statements

  • Retirement and/or savings plans

  • Eligibility issues

  • Governmental regulations and guidelines

  • New hire procedures

  • Annual open enrollment

• Compile, process, verify, prepare and/or provide guidance in the preparation of information and reports including, but not limited to:

  • Employee benefit coverage/costs

  • Correspondence to employees, vendors, etc.

  • Benefits statements and confirmation letters

  • Defined benefits estimate and funding

  • Legal review of benefit contracts

• Conduct employee communications meetings, annual enrollment meetings, and/or retirement seminars

• May lead, direct and guide staff members at lower levels

Education

• Bachelor's Degree in human resources, business administration, related field, or an equivalent combination of formal education and the following job-related experience: Business Administration/Management

Work Experience

• Experience with and advanced knowledge of employee benefit plans, policies, and procedures

• Experience with and advanced knowledge of governmental laws and regulations pertaining to employee benefits

• Experience interacting with both internal and external customers

• Experience in use and function of office tools, equipment, and applicable software applications to position including using computers

• Experience and/or training related to:

  • Human Resources System (HRS)

  • Benefit plans

  • Interpersonal/communication skills

  • Handling confidential information

  • Problem resolution

• Experience researching and/or analyzing employee benefit plans, surveys, policies, reports, procedures, and correspondence

• Experience reviewing and interpreting company policies and procedures, governmental regulations and guidelines, actuarial evaluations, legal opinions, contracts, and other benefit‑related documents

• Experience interacting, advising, and communicating effectively

• Experience developing information, conducting meetings, and making presentations

Knowledge, Skills and Abilities

• Ability to: communicate and/or exchange written and verbal information; conduct oral presentations

Licenses and Certifications

• Certified Employee Benefits Specialist (CEBS)-IFEBP or

• Professional in Human Resources (PHR)-HRCI preferred

Strength Factor Rating - Physical Demands/Requirements

• Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Strength Factor Description - Physical Demands/Requirements

• Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally)

• Walking: Moving about on foot (Frequently)

• Sitting: Remaining in a seated position (Constantly)

• Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally)

• Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally)

• Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally)

• Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally)

• Climbing: Ladders, Stairs (Occasionally)

• Balancing: Maintaining body equilibrium to prevent falling (Occasionally)

• Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally)

• Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally)

• Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally)

• Crawling: Moving about on the hands and arms in any direction (Occasionally)

• Reaching: Extending hands and arms in any direction (Constantly)

• Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly)

• Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly)

• Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly)

• Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently)

• Hearing: Perceiving the nature of sound by the ear (Frequently)

• Tasting/Smelling: (Occasionally)

• Near Vision: Clarity of vision at 20 inches or less (Constantly)

• Far Vision: Clarity of vision at 20 feet for more (Frequently)

• Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently)

• Vision: Color - The ability to identify and distinguish colors (Constantly)

Working Conditions/Environment

• Employee is subject to inside environmental conditions

Working Conditions

• Well lighted, climate controlled areas (Constantly)

• Frequent repetitive motion (Constantly)

• CRT (Computer Monitor(s)) (Constantly)

Travel

• Travel in and around office surroundings required

Driving

• Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license

Expected Salary Range