Senior Benefits Retirement Specialist

About Tufts Medicine

Tufts Medicine is an innovative, mission-driven health system that unites the best of academic and community medicine to deliver exceptional, connected, and accessible care. Our system includes Tufts Medical Center, the principal teaching hospital of Tufts University and Tufts University School of Medicine, as well as Lowell General Hospital, Lowell General Hospital - Saints Campus, MelroseWakefield Hospital, Lawrence Memorial Hospital of Medford, Tufts Medicine Behavioral Health Hospital (opening Fall 2025), Tufts Medicine Care at Home, Tufts Medicine Integrated Network and a network of 2,300 physicians across Massachusetts and southern New Hampshire. We treat the most complex conditions, keep our communities healthy, and bring research breakthroughs to life.

Location - Remote

Job Overview

This is an exciting role that supports physicians, leaders, and employees and their financial well-being. This critical role administers the day-to-day as well as strategic relationship of Tufts Medicine and Tufts Medicine Physician Organization defined contribution and defined benefit programs.

This role will work with our finance and payroll teams on reconciliation of retirement contributions, reconciliation of contributions with retirement record keepers, partner with retirement advisory services on solution delivery and resolves issues brought forward by employees.

Job Description

Minimum Qualifications:

1. Bachelor's degree in a related field, such as Human Resources, Business Administration, or a related field.

2. Five (5) or more years of experience in benefits inclusive of retirement experience. Retirement administrative experience including working with defined contribution plans, pension plans and executive retirement programs.

3. Experience with working with HR People Technology Solutions to support reconciliations, integrations and analysis.

Preferred Qualifications:

1. Master's degree in a related field, such as Human Resources, Business Administration, or a related field.

2. Experience working with physicians and or executives to resolve requirement related questions and or strategies to increase engagement and understanding.

3. Experience with Workday Benefits Administration.

4. Experience in the Healthcare industry.

5. Benefits certification such as Certified Employee Benefits Specialist (CEBS) or Certified Benefits Professionals (CBP).

Duties and Responsibilities: The duties and responsibilities listed below are intended to describe the general nature of work and are not intended to be an all-inclusive list. Other duties and responsibilities may be assigned.

1. Retirement Plan Management: Administers and manages the company's retirement plans, including 403(b), pension, and other retirement savings programs.

2. Compliance: Ensures all retirement plans comply with federal and state regulations, including ERISA and IRS guidelines. Leads all retirement audit projects in conjunction with audit firms and or consultants to ensure compliance.

3. Employee Support: Provides personalized retirement planning advice and support to employees, helping them understand their options and make informed decisions. This includes physicians, executives, union, and all other eligible employees.

4. Strategy: Develops and implements strategies to improve retirement benefits and increase employee engagement in retirement plans.

5. Vendor Management: Liaises with external vendors and service providers to ensure efficient administration of retirement plans. This includes retirement advisory consultants, record keepers and or audit firms.

6. Reporting and Reconciliations: Prepares and presents regular reports on retirement plan performance and employee participation to senior management. Partners with record keepers and HR Technology team on Workday reporting and integrations.

7. Training: Conducts training sessions and workshops for employees on retirement planning and benefits.

8. Problem Resolution: Addresses and resolves any issues or concerns related to retirement plans and benefits.

9. Retirement Committee. In partnership with Retirement advisors and leadership, anticipates and prepares necessary materials and analysis for retirement committee.

Physical Requirements:

1. Work environment is a professional office environment with typical office requirements such as computers, phones, photocopiers, filing cabinets, etc.

2. This is largely a sedentary role, which involves sitting most of the time, but may involve movements such as walking, standing, reaching, ascending / descending stairs and operate office equipment.

3. Frequently required to speak, hear, communicate, and exchange information.

4. Able to see and read computers displays, read fine print, and/or normal type size print and distinguish letters, numbers, and symbols.

5. Ability to work in confined or open environment.

6. Ability to work independently or in a team environment.

Skills & Abilities:

1. Demonstrates attention to detail by ensuring accuracy in benefits calculations and compliance with regulations.

2. Strong organizational skills utilized in managing records and documentation related to retirement benefits.

3. Stays updated with changes in laws and regulations affecting retirement plans.

4. Ability to collaborate and work close with other HR, Payroll, and Finance teams members to provide comprehensive support to employees

5. Strong analytical and problem-solving skills demonstrated through assessment of retirement plans and making informed recommendations.

6. Excellent communication and interpersonal abilities.

7. In-depth knowledge of retirement planning tools and financial instruments.

8. Proficiency in financial software and planning tools.

9. Empathy and the ability to build trust with employees.

Job Profile Summary

This role focuses on supporting the design, development, and implementation of human resource programs and policies, including recruitment, training and development, compensation and benefits, mobility, talent acquisition, diversity, talent management & organization development and employee/labor relations. In addition, this role focuses on performing the following benefit duties: Designs, implements, and administers an organization's health and welfare benefits programs. Responsibilities also include plan design, communications, vendor partnerships, and costing solutions that align with Tufts Medicine's strategies to engage and retain talent. This role is also accountable to work collaboratively with leaders, legal, and key stakeholders to ensure compliance to all regulatory aspects of health and welfare and retirement plan benefits administration. A professional individual contributor role that may direct the work of other lower level professionals or manage processes and programs. The majority of time is spent overseeing the design, implementation or delivery of processes, programs and policies using specialized knowledge and skills typically acquired through advanced education. A senior level role that requires advanced knowledge of job area typically obtained through advanced education and work experience. Typically responsible for: managing projects / processes, working independently with limited supervision, coaching and reviewing the work of lower level professionals, resolving difficult and sometimes complex problems.

Tufts Medicine is a leading integrated health system bringing together the best of academic and community healthcare to deliver exceptional, connected and accessible care experiences to consumers across Massachusetts. Comprised of Tufts Medical Center, Lowell General Hospital, MelroseWakefield Hospital, Lawrence Memorial Hospital of Medford, Care at Home - an expansive home care network, and large integrated physician network. We are an equal opportunity employer and value diversity and inclusion at Tufts Medicine. Tufts Medicine does not discriminate on the basis of race, color, religion, sex, sexual orientation, age, disability, genetic information, veteran status, national origin, gender identity and/or expression, marital status or any other characteristic protected by federal, state or local law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation by emailing us at careers@tuftsmedicine.org.