Retirement Manager, Americas (F&R)
"This role sits within our Financial & Risk ("F&R") business. On January 30, 2018, Thomson Reuters announced that it signed a definitive agreement to enter into a strategic partnership with private equity funds managed by Blackstone related to the company's F&R business. As part of the transaction, Thomson Reuters has agreed to sell a 55% majority stake in Financial & Risk and will retain a 45% interest in the business. Thomson Reuters will maintain full ownership of its Legal, Tax & Accounting and the Reuters News businesses. The transaction is expected to close in the second half of the year and is subject to specified regulatory approvals and customary closing conditions. When the transaction closes, this role will be included in the new F&R entity. Further information on this can be found at https://www.thomsonreuters.com/en/press-releases/2018/january/thomson-reuters-and-blackstone-announce-strategic-partnership-for-thomson-reuters-financial-and-risk-business.html "
The Retirement Manager, Americas will be responsible for ensuring the strategic direction, design, and administration of retirement programs, with primary focus on Defined Contribution plan oversight. Manages external vendor relationships and partners with internal key stakeholders on issues of diverse scope where analysis of situation or data requires evaluation and research of a variety of factors, including an understanding of current benefit and business trends. Largely manages programs for the US, Canada, and Latin America with broader global support provided as needed. Within the Americas Benefits team, collaboration ensures scope for extending benefits coverage and experience.
- Provide day-to-day oversight of qualified retirement plans within the Benefits strategy, policy and framework
- Ensure plans are administered in accordance with plan, IRS, and ERISA rules. Ensure compliance including government filings and required participant disclosures (i.e., Form 5500's, Annual Funding Notice, proxy circular, SARs, SPDs)
- Accountable for components of plan governance including creation of agenda and materials for U.S./Canada retirement committees, plan document and amendment storage, management of formal appeal process, and obtaining necessary approvals.
- Develop strong internal and external networks and seek innovative solutions with key vendors (such as plan administrators, trustees, outsource partners, consultants, auditors and actuaries) and internal stakeholders (such as Treasury, Accounting, Legal, HR Ops, IT, and Communications).
- Ensure plans are administered according to service level agreements and the appropriate customer service is being provided to plan participants
- Make certain that changes to retirement programs incorporate the company's strategic objectives, satisfy legal requirements, and achieve a balance between market practice, employee needs, and the company's ability to fund such programs. Works with external consultants and professional industry organizations to understand and benchmark market practices in order to maintain competitive plans
- Develop communication plans to create awareness and drive engagement. Lead financial wellbeing communications campaigns to market retirement plans and financial education / advice programs.
- Perform financial analysis and reporting in response to standard, ongoing business requirements as well as in response to ad hoc needs
- Research issues / questions as they arise and provide resolutions or recommendations for handling matters that relate to employee benefits, payroll deductions, or vendor interface issues
- Work with HRIS system support to ensure Workday data integrations accurately capture plan requirements and conduct appropriate system testing and audits as necessary
- Support in due diligence and activities associated with acquisitions and disposals
- Support health and welfare initiatives on as needed basis
Knowledge and Skills:
- In depth experience with overseeing retirement plans, e.g., defined contribution.
- Working knowledge of retirement plan administration in Latin America and Canada a plus.
- Familiarity with a variety of benefit programs is preferred, including health & welfare, ancillary benefits and HR policies.
- Experience of working in a large, global organization is preferred.
- Team player who can demonstrate a collaborative approach and has curiosity with respect to the broader rewards package and its development and management.
- Demonstrated project management skills in a dynamic environment with competing demands on time and resources.
- Excellent communication skills, written and verbal, as well as ability to manage communications in a social media forum.
- Excellent comprehension of industry issues and business trends.
- Ability to apply rigorous statistical metrics and execute processes to analyze and measure the effectiveness of regional programs and initiatives.
- Knowledgeable of current technology and applications and the capability to integrate and leverage new technology and existing resources across a regional enterprise to increase bandwidth and capacity.
- Advanced Microsoft Excel skills and HR database knowledge (e.g. WorkDay).
- 8+ years' experience working in retirement-focused role.
- Bachelors degree required.
At Thomson Reuters, we believe what we do matters. We are passionate about our work, inspired by the impact it has on our business and our customers. As a team, we believe in winning as one - collaborating to reach shared goals, and developing through challenging and meaningful experiences. With more than 45,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Making this happen is a dynamic, evolving process, and we count on each employee to be a catalyst in driving our performance - and their own.
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
Intrigued by a challenge as large and fascinating as the world itself? Come join us.
To learn more about what we offer, please visit thomsonreuters.com/careers .
More information about Thomson Reuters can be found on thomsonreuters.com.
New York-New York-United States of America;Stamford-Connecticut-United States of America
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