We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

The Benefits Associate as part of the Wellbeing & Rewards Center of Expertise, must possess a broad knowledge of key retirement benefit principles and procedures in order to execute on key initiatives and support the Benefits COE with strategy, design and benefits management for programs in the US and Canada. The Benefits Associate supports the Benefits COE with executing retirement program changes, managing vendor relationships, executing the retirement benefits and compliance calendar. The Benefits Associate also specializes in delivering concierge experience to key stakeholders.

Essential Duties:

• Supports the Benefits COE with retirement benefits vendor accountability, review and outcomes analysis.
• Supports the Benefits Manager by executing on retirement benefits strategy
• In collaboration with the Benefits Manager, third party consultants and counsel, develops and maintains an annual retirement plan compliance calendar. Including the completion of annual 5500 filings and non-discrimination testing
• In coordination with Talent Operations Benefits Administration Team, the Benefits Associate handles escalated and complex issues and works with third party vendors to resolve the issue and provides follow up direction and education to the Talent Operations Benefits Team.
• In coordination with the Retirement Plan Committee and third-party vendors, the Benefits Associate supports the Benefits COE with the management and design of the 401(k), profit sharing and cash balance and other retirement plans.
• The Benefits Associate supports the Benefits COE with the management and design of the RRSP plan for RSM Canada.
• Develops subject matter expertise in the area of retirement benefits
• Additionally, the Benefit Associate coordinates the annual audit of the various retirement plans with the external auditor.
• The Benefits Associate supports the Benefits Manager with the diligence and planning process related to the benefits impact of an acquisition.
• Other duties as assigned

Minimum Requirements

• Education: Bachelor’s Degree
• GBA/CEBS certification
• Minimum of 3 years of relevant benefit experience
• Minimum of 3 years working in a collaborative environment
• Working knowledge and understanding of ERISA, retirement plan rules and regulations applicable legislation (CARES Act, Secure 2.0)
• Ability to communicate with tact and diplomacy during the process of educating, mentoring and coaching staff and business partners
• Strong customer service and interpersonal skills
• Strong attention to detail and quality

Preferred Requirements

• Highly organized with strong attention to detail and strong follow-through skills
• Ability to work well under pressure; meet established targets and goals in a high volume, fast-paced and rapidly changing work environment
• Ability to work independently, effectively prioritize work and consistently meet daily, weekly and monthly deadlines
• Ability to manage multiple projects at one time

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

Compensation Range: $64,200 - $106,700