Assistant Director Retirement Programs
Current• Oversee a team handling all aspects of plan administration: contributions, loans, distributions, hardships, and QDROs.• Develop and maintain plan documents, contracts, and guides, ensuring compliance with IRS regulations, Federal and State laws, and CSU policy and procedures.• Ensure system-wide coordination of all retirement plans' transactions and communications, streamlining the process for over 60,000 employees across 24 campuses.• Handle all external and internal escalated inquiries and ensure timely resolution.• Develop and deliver engaging retirement education materials emphasising employees’ wellness.• Collaborate with external financial consultants, internal committees, plan recordkeepers, and other vendors to monitor plan assets and implement needed features.• Conducted in-depth analysis of retirement plan data to identify trends and inform strategic decision-making.• Developed and implemented key performance indicators (KPIs) to measure plan performance and identify areas for improvement.• Analyze the impact of proposed retirement legislations and perform plan audits and compliance reviews.• Build and maintain strong relationships with department managers, professional staff, and participate in collective bargaining activities.• Prepare and analyze comprehensive monthly and quarterly retirement programs' reports and presentations.
