Retirement Planning Advisor Jobs in Virginia

Manages relations with financial institutions holding Mercy accounts and coordinates with the Finance department to track and reconcile benefit payments.

Required Education: Bachelor's Degree in actuarial science, business, finance, or related field; or equivalent experience.

Manages benefit vendor relations and collaborates on retirement plan administration and regulatory compliance, as well as data maintenance and integrity.

Trains, mentors and reviews the work of Retirement Analysts; oversees daily activities and manages workflow to ensure thorough and timely services.

Provides support to other Mercy departments such as Finance, Treasury, HR and Legal as required.

Knowledge of various deferred compensation plans.

Experience and expertise delivering retirement consulting services to Fortune 1,000 or organizations of similar size

Strong client relationship, interpersonal and team skills

Strong knowledge of MS Excel, PowerPoint and Word

Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues

Ensure clients are regularly informed about the implications and opportunities that changing laws and regulations have related to their retirement plans

Develop new business opportunities and enhance existing relationships

Present strategy and retirement benefit proposals (new or changed plans) to management (the Pension and Benefits Committee)

Strong understanding and working knowledge of benefits laws and regulations;

Set and oversee the retirement benefit (pension, savings, retiree medical) strategy for the Company

Assess current retirement benefits programs, market trends, legislative, tax and social changes that impact the Company’s programs;

Support Finance by providing pension accounting expertise;

Lead Acquisition & Divestiture retirement / benefits matters during diligence, integrations and separations.