APi Group is a market-leading provider of safety, specialty, and industrial services in over 200 locations worldwide, primarily in North America. We have a winning culture driven by entrepreneurial business leaders to deliver innovative solutions for our customers. As a family of companies working together, we have the parts to make any project whole.
At APi Group, the mission is clear: We Build Great Leaders. We believe that everyone at APi is a Leader and one of our core pillars of success is our distinct leadership development culture. We provide internally developed, cross-functional development programs across our businesses. Our culture of investing in leadership development at all levels of the organization has created an empowered, entrepreneurial atmosphere that facilitates organizational sharing of knowledge and best practices and enables the development of cross-brand solutions and innovation.
We are currently seeking a Retirement & Equity Plan Manager. In this role, you will be responsible for managing and administering the company’s Retirement Plans including the testing, refunds, annual audit, plan communications, process improvement and the resolution of management and employee questions and issues within a fast-paced, high growth decentralized organization.
Also responsible for the managing and administering of the company’s Equity Plans, establishing compliance procedures, managing participant data in vendor system, resolving issues, quarterly testing and validating new elections, taxes and share distributions.
- Serves as a subject matter expert for vendors, employees, senior leaders, and advisors. Coordinates responses to participant inquires through internal resources and external partners.
- Administers Equity Incentive Plan and Employee Stock Purchase Plan. Executes transactions to ensure that established compliance procedures are followed effectively. Ensures appropriate workflow and accurate administration of unique situations (retirement termination, death, etc.) Identifies issues and acts as a liaison with internal and external partners to troubleshoot and resolve issues. Analyzes daily activity, conducts quarterly testing, and validates proper tax treatment and share distribution.
- Responsible for the Retirement Plans day to day administration and project management; includes testing, refunds, profit sharing, annual audit, enrollments, loans/withdrawals, plan communications and the resolution of employees and vendors questions and issues.
- Directs the work of internal and external resources, such as benefits administrators or consultants for a wide variety of technically complex projects.
- Responsible for defining project requirements, setting project responsibilities, establishing accountabilities, and ensuring that deadlines/requirements are achieved.
- Researches plan requirements, plan documents and/or contracts. Identifies best practices. Seeks direction from leadership and functional SMEs when conflicts arise. Recommends most efficient/effective solutions.
- Performs necessary information gathering, analysis, benchmarking, synthesis, and reporting to ensure compliance with local, state, and federal benefits regulations. Partners with other functional subject matter experts (SMEs) (payroll, legal, etc.) to respond to regulatory and legal requests.
- Supports annual audits, Sarbanes Oxley control reviews, compliance filings, DOL/IRS notices, and other compliance communication activities.
- Manages the development and distribution of plan communications.
- Ensures accuracy of data in recordkeeping systems. Investigates and determines root causes of discrepancies and provides suggestions for improvements.
- Partners with internal legal team to ensure appropriate external reporting.
- Works with internal financial partners to support appropriate accounting for programs managed.
- Reviews vendor expectations/capabilities and is responsible for selecting and managing vendor relationships.
- Serves as a member on the company’s Investment Committee.
- Supports the M&A process in the analysis of all retirement and equity plans from prospective acquisitions. Completes due diligence reviews to provide recommendations; presents findings to senior leaders and leads the integration transition to APi’s retirement and equity programs including the development of effective communication strategies.
- Bachelor's degree in Accounting, Finance, Human Resources, or in related field
- 5 -7 years of experience working with retirement and equity plans in a large, complex organization
- Experience in the implementation of benefit administration systems and processes
- Strong leadership and team building skills
- Ability to manage (facilitate, influence) across multiple companies, geographical locations, and functions.
- Highly organized and able to prioritize and multi-task in a fast-paced environment; results/action oriented.
- Excellent communication and interpersonal skills required to service executives and other key stakeholders.
- Proficient in use of Microsoft Office Suite applications (Word, Excel, Outlook, PowerPoint, etc.)
- Strong analytical and problem-solving skills.
- Knowledge of retirement federal and state regulations, administrative best practices.
- Detailed knowledge of federal regulations regarding 401(k) Plans and Equity Incentive Plans.
- Experience in managing through significant organizational change, including mergers, acquisitions, and divestitures.
APi Group provides competitive compensation and benefits that support the total well-being of you and your family, as well as providing formal learning and development opportunities to continue building great leaders.