Retirement Supervisor

First Student, Inc.

• $90K — $95K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in HR, Business, Finance, or related field, or equivalent experience
  • 9+ years in retirement administration
  • Strong knowledge of retirement regulations and compliance
  • Excellent analytical and organizational skills
  • Effective communication and presentation abilities
  • Experience with unionized workforces and CBAs
  • Proficient in Microsoft Office and Power BI
  • Supervisory or team lead experience preferred
  • Advanced data analytics and forecasting skills
  • Familiarity with Workday

Responsibilities

  • Lead annual retirement plan activities including compliance testing and Form 5500 filings
  • Ensure adherence to federal and state regulations in plan administration
  • Maintain process documentation for retirement activities
  • Resolve escalated retirement plan issues and complex inquiries
  • Coach retirement benefits team on navigation of policies and procedures
  • Lead data clean-up initiatives and review activities
  • Support system changes and user testing for process improvements
  • Engage with stakeholders and vendors to enhance service delivery

Benefits

  • Comprehensive retirement and outside union plans administration support
  • Opportunities for professional development and team leadership
  • Engagement in special projects and broader HR initiatives
Full Job Description
First Student is seeking a Retirement Benefits Supervisor to serve as a senior-level individual contributor responsible for supporting the administration of its retirement and outside union plans. This role will function as a trusted subject matter expert, partner with internal stakeholders and external vendors, and help ensure employees receive accurate, timely, and compliant retirement benefits support.

The position supports employee experience, regulatory compliance, vendor management, and continuous improvement across retirement benefits processes.

Responsibilities

Plan Administration & Compliance
  • Lead key annual retirement plan activities, including nondiscrimination testing, Form 5500 filings and audits, required minimum distribution reviews, and highly compensated employee determinations.
  • Ensure plans are administered in compliance with federal and state requirements and plan provisions.
  • Maintain accurate process documentation for assigned retirement administration activities.


Team Leadership & Escalation Support
  • Resolve escalated retirement plan matters, including complex benefit calculations and participant inquiries.
  • Coach and support retirement benefits team members as they navigate complex matters, policies, and procedures.


Data, Systems & Process Improvement
  • Lead data reviews, clean-up initiatives, and related team coordination.
  • Support system and process changes, including requirements review, user acceptance testing, and interface validation.
  • Analyze benefits data and costs to identify trends, improve efficiency, and support program enhancements.


Projects & Stakeholder Partnership
  • Support special projects, acquisitions, and broader HR initiatives through analysis, recommendations, and technical expertise.
  • Partner with internal stakeholders and vendors to ensure accurate administration, timely issue resolution, and service improvement.


Required Qualifications
  • Bachelor's degree in Human Resources, Business Administration, Finance, or related field, or equivalent work experience.
  • 9+ years of retirement administration experience.
  • Strong knowledge of retirement regulations and compliance requirements.
  • Strong analytical, organizational, communication, and presentation skills.
  • Ability to adapt to changing priorities and deliver results in a dynamic environment.
  • Ability to handle confidential information with discretion.
  • Experience with unionized workforces and Collective Bargaining Agreements.
  • Supervisory or team lead experience.
  • Proficiency with Microsoft Office, Excel, Power BI, or similar reporting tools.
  • Advanced data analytics, modeling, or forecasting experience.
  • Workday knowledge.


Compensation ranges from $90,000-$95,000 depending on experience.

Language Requirement
This role requires English proficiency. Federal, state, and local requirements, including U.S. Department of Transportation (DOT) regulations, require training, safety communications, company policies, employment documents, and other job-related communications be conducted in English.

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