Retirement Plan Specialist

Job Type

Full Time

Salary

Minimum: $37,000
Maximum: $45,700
Details: Depending on experience

Published

08/02/2018

Address

24 Farnsworth Street
Boston
MA
02210
United States

Description

Purpose

To provide primary administrative support to the UU (Unitarian Universalist) Organizations Retirement Plan and to ensure highly responsive customer service to UU employers, including congregations, and to plan participants.


Principal Responsibilities

Plan administration:

  • Answers plan-related questions from participants and UU employers regarding topics such as eligibility, enrollment, contribution remittance, and distributions. Precisely conveys plan policies and procedures.
  • Maintains accurate, updated records regarding employer’s commitments, persons responsible for remitting contributions, participants’ dates of service, and distributions.
  • Assists with annual and ongoing projects including the 1099 memo to retired UU clergy, employers’ certification of plan compliance, Annual Plan Notice, and employee transitions.
  • Supports the work of the Retirement Plan Director to maintain compliance with all federal and other regulatory requirements.


Plan operations:

  • Maintains ongoing communications with the plan recordkeeper to handle time-sensitive financial documents.
  • Reviews and authorizes requests for distributions and rollovers in accordance with the plan provisions, laws, and regulations including clergy tax treatment rules, and recordkeeper rules and procedures.
  • Enrolls new and/or transitional employees.
  • Effectively manages communication and correspondence in a sensitive and confidential manner.
  • Discerns when customer misunderstandings about the retirement plan are evident and provides correct information. Refers customers, as appropriate to either the Retirement Plan Director or to the recordkeeper.
  • Maintains an operations manual with complete, current documentation for all essential tasks.


Strategic communications:

  • Prepares periodic communications to UU employers, including congregational leaders, their employees, and volunteers throughout the cycles of the church year to help ensure compliance with plan provisions and accountability for accurate and timely contribution remittances.
  • Curates, maintains, and updates plan administration and planning-for-retirement content on and through the UUA website, periodic e-newsletters, social media outlets, and related publications.


Professional development:

  • Participates in continuing education opportunities to enhance knowledge of recordkeeper’s participant education and engagement offerings and of employee benefit plan laws and regulations.


Meetings and events:

  • Coordinates arrangements for quarterly Retirement Plan Committee meetings and other periodic events including hotel accommodations, refreshments, and related organizational tasks.
  • Coordinates and confirms logistics with event site staff and, as applicable, with guests, attendees, and presenters.
  • Prepares reports and meeting materials. Takes and prepares meeting minutes.


Performs other duties as requested by supervisor, the Office of Church Staff Finances Director, the Co-Directors of Ministries and Faith Development, the Treasurer and Chief Financial Officer, the Executive Vice President, or the President.

Benefits

About the UUA

The Unitarian Universalist Association is a progressive religious denomination headquartered in Boston’s waterfront Fort Point Innovation District with offices in Washington, DC and at the United Nations in New York City. Our faith community of more than 1,000 self-governing congregations brings to the world a vision of religious freedom, tolerance, and social justice. Our normal workweek is 35 hours, we pay 80% contribution towards health insurance premiums, 11% towards retirement (after one year), and have generous paid time-off policies. We are a great place to work and we value diversity. The UUA is an Equal Opportunity Employer and is committed to the full inclusion of all. As part of this commitment, the UUA will ensure that applicants and staff with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Office of Human Resources at (617) 948-4648 or humanresources@uua.org. For more information on the UUA, visit us online at UUA.org and uuworld.org.


Support for the Mission and Values of the Association 

The Unitarian Universalist Association is a progressive and historic religious denomination. While it is not generally required or expected that an applicant/employee identify as a Unitarian Universalist (UU) or be a member of a UU congregation in order to work at the UUA, all UUA staff members are expected to perform their job duties in accordance with the UUA’s values, principles and mission. In particular the following points, drawn from the Seven UU Principles, are of particular importance for the UUA’s work environment and staff culture: 

  • The inherent worth and dignity of every human being: We affirm the need for a human-centered workplace that allows our diverse staff to flourish. We also understand that our wider culture and society oppresses and denies human dignity, and we seek to counter the effects of that oppression in our hiring and workplace culture so that each person feels whole and valued. 
  • Justice, equity and compassion in human relations, and the goal of world community with peace, liberty and justice for all: We speak openly and publicly of our support for social and political issues, including LGBTQ equity, racial justice, climate justice, gender equity, and reproductive justice. 
  • The interdependent web of existence: We recognize that the liberation of all people is interwoven, and we work to counter patriarchy, white supremacy, colonialism, homophobia, transphobia, environmental exploitation, and other interrelated systems of marginalization. 

Level of Language Proficiency

Qualifications

Note that qualifications may be met as a result of lived experience, volunteer work, professional experience, and/or formal or informal training.


Our ideal applicant is an experienced, highly-organized team player with a non-anxious presence who can multitask, demonstrate exceptional oral and written communication skills, a great attention to detail, and a strong service focus. Experience with and an understanding of retirement plans and/or employee benefit plans is highly desirable. Candidates must show excellent judgment around sensitive and confidential issues. Knowledge of Unitarian Universalist congregational life is helpful. The successful candidate will also be highly proficient in Microsoft Office (Excel, Outlook, and Word). Raiser’s Edge experience is a plus, as is web-site editing and an understanding of social media platforms. Work or lived experience with communities of color or indigenous peoples is of particular value. Willingness to work in an organization in which the dismantling of white supremacy is a high priority.

Professional Level

Entry level

Minimum Education Required

High School

How To Apply

careers@uua.org
https://www.uua.org/jobs

How to Apply

People with disabilities, people of color, indigenous people, Hispanic/Latinx, and LGBTQ candidates are encouraged to apply. The UUA is committed to developing a diverse and talented staff team. If you are excited about this role, but are unsure whether you meet 100% of the requirements, we encourage you to inquire and/or apply.


Send cover letter and résumé—indicating “Retirement Plan Specialist” in the subject line—via e‑mail to careers@uua.org, via fax to (617) 948-6467, or to Human Resources, UUA, 24 Farnsworth Street, Boston, MA 02210.


E‑mail submissions preferred.


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