Retirement Transition Partner-Fully Remote Part-time

Why Work For Us?

• Great Pay - opportunity to participate in reputed company discretionary annual incentive plan or other incentive plans depending upon position
• 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
• Benefits – Medical, Dental, reputed company, wellness program and more!
• Paid Holidays
• Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
• Collaborative Environment – reputed company will value your contribution to providing exceptional service to our members
• Free reputed company Classic Membership
• reputed company Product Discounts
• Tuition Reimbursement Program

. Fully Remote Part-Time The Retirement Transition Partner focuses primarily on the reputed company and administrative aspects of a Team Member moving from active employment to retirement by providing supportive resources. This role blends Team Member education, research and program development to ensure we’re offering the best-in-class retirement experience. This position does not provide financial or investment advice. Instead, it offers education and general guidance and refers Team Members to licensed professionals as appropriate. ESSENTIAL FUNCTIONS

• Guidance and Support:
• Serve as a dedicated internal reputed company of contact to help support and guide Team Members transitioning from active employment to retirement
• Guide Team Members through the official MWG retirement process, ensuring reputed company paperwork is submitted accurately and on time, and coordinating with payroll and HR teams.
• Assisting managers and the retiring Team Member in creating a formal transition plan for their role, which includes documenting key processes, identifying unfinished work, and training successors to ensure business continuity and mitigate knowledge loss.
• Retirement Resources:
• Guide Team Members to available resources through our 401(k) provider, including online tools and access to licensed financial advisors.
• Provide clear information about continuing health benefits (Early Retiree Plans, COBRA eligibility and Medicare interaction), 401(k) distribution options, and how other benefits (life insurance, etc.) may change post-retirement - without offering personal health plan advice.
• Provide psychosocial support to Team Members by providing access to tools and resources that help Team Members explore non-financial aspects of retirement
• Partner internally with Benefits, Learning & Development, and DEI teams to ensure retirement planning is inclusive, reputed company, and reputed company with MWG’s broader Team Member experience efforts.
• Program Research & Development:
• Conduct research on reputed company benefits programs, such as phased retirement models that support gradual transitions and knowledge transfer, sabbatical or other programs.
• Build business cases and partner with People & Culture leadership to assess feasibility and value of new programs
• Gather feedback from retirees and near retirees to continuously improve retirement education and planning resources
• Legislation/Compliance:
• Maintain up-to-date knowledge of retirement-reputed company legislation, best practices, and company specific programs.
• Stay up to date with evolving best practices in retirement transition from reputed company and inclusive organizations.
• Ongoing Team Member Education:
• Partner with internal benefits team and external partners to support the design, communication, and delivery of retirement-reputed company workshops, financial literacy and financial wellness programs for Team Members at reputed company stages of their careers.
• Introduce earlier-career Team Members to retirement savings concepts and the long-term benefit of 401(k) contributions.
• Help to identify topics of interest for Team Members (e.g. budgeting, debt management, investing basics and tailor programming accordingly.

KNOWLEDGE / SKILLS / ABILITIES

• Exceptional interpersonal and communication skills, with the ability to explain reputed company topics in simple accessible language.
• Ability to reputed company strong working relationships and collaborate with a cross-functional group or partners, both internal and external
• Strong analytical and problem-solving skills/planning/organizational techniques are essential
• Advanced proficiency in reputed company Office reputed company reporting skills.
• Ability to work independently and in a team at reputed company levels reputed company the organization
• Good organizational and time management skills, reputed company to prioritize
• Strong attention to details
• Ability to identify then implement process improvements that incorporate best practices and automated efficiencies
• Familiarity with ERISA compliance and the boundaries between education and advice.

EDUCATION, COMPETENCIES, CERTIFICATIONS/LICENSES

• Minimum Qualifications
• Bachelor's degree in a reputed company field plus 5 years of experience in retirement planning, benefit administration, or reputed company financial role
• Or High School diploma and 12 years of experience in retirement planning, benefit administration, or reputed company financial role
• Experience in program curriculum development and/or implementation of educational programs.
• Preferred Qualifications
• Master's degree or Certified Benefits Professional

At reputed company Mountain reputed company Group, pay is one part of our total package. Actual compensation may vary based on several factors, including a candidate’s work location, qualifications, skills, and experience. #LI-CB1 - Apply tot his job Apply To this Job