BD (Becton, Dickinson and Company) Retirement Specialist in San Antonio, Texas

Job Description Summary

Job Description

The retirement specialist reports to the North Americas Associate Service Center (NAASC) Total Rewards Sr. Manager and is responsible for the planning, organizing, coordinating and managing the service delivery of the retirement programs ensuring a positive customer experience. Gains in-depth knowledge and stays apprised of retirement programs and policies. The retirement specialist will utilize discretion in decision-making and being a subject matter expert in the administration of the retirement programs for the Americas. The retirement specialist supports the Customer Interaction Center (CIC) or Tier 1 in developing and updating call scripts and managing tier 2 inquiries. The position provides expertise and is a point of contact cross functionally with the Retirement Program Center of Excellence (CoE).

Key Responsibilities (Top Tasks & Outcomes for Which This Position Will be Accountable)

  • Serve as the subject matter expert for the retirement programs, policies and processes.

  • Provides quality support in the administration of the Deferred Compensation Plan, Pension Plan, 401(k) in alignment with plan documents and compliance with applicable legal and regulatory requirements. This includes enrollments, payments distributions, preparing company match calculations, project managing audits, etc.

  • Manages the vendor partnership to include operational monthly meetings, day to day inquiries from vendor, compliance with plan documents and regulations, SLA, and overall contract agreements.

  • Accountable for working with Payroll, Treasury and Finance to ensure timely and accurate retirement plan funding.

  • Reviews communications, updates internal intranet site, ensures documents are posted and mailed as required. Collaborates with vendor on education and webinar set up.

  • Identify and recommend methods to update, simplify and enhance processes, procedures and technologies. Lead or participate in continuous improvement initiatives to ensure services are effectively delivered.

  • Research and provide staff with technical tier 2 support and guidance on the retirement programs and processes (respond to and resolve increasingly complex issues).

  • Partners and collaborates with the Compensation CoE for effective delivery of the programs. Act in a consultative and project management role to CoE to define and implement program delivery. Identify process and systems implications of, and solutions to, new or modified programs and policies.

  • Effectively research and manages employee, manager, and human resources business partner (HRBP) questions and escalations through the case management tool.

  • May provide education and guidance on retirement programs and practices to other ASC team members.

  • Ensure on the job training occurs where appropriate.

Educational Qualifications & Previous Experience

  • Bachelor’s Degree with a professional HR/Business Administration qualification or Diploma with equivalent working experience

  • Previous experience in the operation and administration of Total Rewards/sub-Total Rewards function

  • Minimum of 5 years’ experience in Retirement Program administration preferred in a mid/large size Global organization.

  • Specific experience with vendor management of large and highly complex retirement plans preferred.

  • HR Generalist experience a plus

  • Preferred:

  • Certified Employee Benefits Specialist (CEBS) or Certified Benefits Professional (CBP)

  • Professional of Human Resources (PHR/SPHR) Certification

  • Six Sigma or Lean Management Certification

Knowledge, Skills & Abilities

  • Knowledge of retirement program administration and compliance. Knowledge of IRS, ERISA, and DOL, regulations

  • Knowledge of Canadian retirement regulations (at both provincial and country level)

  • Ability to pay close attention to details and use time effectively

  • Excellent oral and written communication skills with the ability to independently compose routine written communications

  • Proficient in retirement program end to end processing

  • Workday experience is desirable

  • Proficient in Microsoft Office including Excel, Word, Power Point, and Outlook

  • Strong attention to detail and the ability to use that information to represent the service center to the CoE using influence and persuasion to ensure process considerations are accounted for in new or modified programs and policies

  • Strong problem solving and analytical ability

Applicable Operational Languages

  • English Expert proficiency in English, with at least one other language preferred

Primary Work LocationUSA TX - San Antonio

Additional Locations

Work Shift

Becton, Dickinson and Company is an Equal Opportunity/Affirmative Action Employer. We do not unlawfully discriminate on the basis of race, color, religion, age, sex, creed, national origin, ancestry, citizenship status, marital or domestic or civil union status, familial status, affectional or sexual orientation, gender identity or expression, genetics, disability, military eligibility or veteran status