Copeland

Manager, Retirement Benefits

LocationSidney, OH
Job Typefull_time

About This Job

About Us

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.

Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!

Manager, Retirement Benefits

Copeland is looking for a Manager of Retirement Benefits to join our global benefits COE team! This role will lead the design, implementation, and administration of retirement programs across our organization. You will report directly to the Director of Global Benefits and play a critical role in ensuring that our employees have robust, well-managed retirement plans that align with company goals and employee needs!

Key Responsibilities

Lead Retirement Benefits area: Own the design and execution of retirement benefit programs, including 401(k), pension plans, and other related retirement offerings, ensuring they meet employee needs and regulatory requirements.
Vendor Relationship Management: Oversee and manage relationships with plan vendors, such as investment advisors and administrators, including sourcing, selection, and ongoing management of vendor partnerships.
Retirement Investment Committee Support: Serve as the primary liaison for the Retirement Investment Committee, facilitating fiduciary reviews and supporting investment decisions for our retirement programs.
Consult with Regional Total Rewards (TR) on Plan Design: Advise Regional TR Leaders on the local design and execution of retirement plans, ensuring alignment with broader company goals and employee needs.
Analyze Program Effectiveness: Continuously analyze industry trends, utilization rates, portfolio performance, and employee feedback to recommend improvements or adjustments to existing retirement programs.
Enhance Employee Communication & Engagement: Lead initiatives to effectively communicate retirement benefits to employees, ensuring clear understanding and engagement with available retirement resources and tools.
Financial Wellness Leadership: Spearhead the financial wellness pillar within the global wellbeing strategy, providing employees with the tools and knowledge to drive healthy financial decisions.
Regulatory Compliance & Reporting: Ensure compliance with retirement-related regulations, including ERISA, IRS, and international rules. Oversee the timely and accurate submission of regulatory reports such as Form 5500 and support annual audits.
Drive Retirement Program Improvements: Lead continuous enhancements to the retirement programs, ensuring alignment with the latest market trends, employee feedback, and regulatory updates.
Support additional benefits programs as assigned.

LOCATION:

While St. Louis HQ is the preferred location, we offer hybrid/remote work options for candidates who are willing to travel regularly to St. Louis and/or other company locations.

Required Education, Experience & Skills

Retirement Benefits Experience: Proven expertise in managing end-to-end Defined Contribution and Defined Benefit retirement plans, particularly in the U.S.
Global Retirement Benefits Knowledge: Understanding of retirement benefits regulations across various countries.
Vendor Management: Experience managing relationships with retirement plan vendors, including investment advisors, administrators, and consultants.
Analytical Expertise: Ability to analyze retirement plan performance, market trends, and employee engagement metrics to inform strategic decisions.
Compliance Knowledge: In-depth knowledge of ERISA, IRS regulations, and international retirement compliance standards.
Communication Skills: Strong verbal and written communication skills with the ability to convey complex retirement plan concepts clearly to employees at all levels.
Project Management: Ability to manage multiple initiatives and projects simultaneously in a fast-paced, matrixed environment.
Technical Proficiency: Skilled in using Microsoft Office Suite and related tools for reporting and analysis.
Legal Authorization: Authorization to work in the U.S. is required; sponsorship will not be provided for this role.


Preferred Education, Experience & Skills

7+ years of Retirement Benefits Experience: Extensive experience in managing and optimizing retirement programs within a large organization.
Prior experience managing retirement programs in a global company, or a background in benefits/retirement consulting.
Familiarity with Vanguard, Northern Trust, Relius, and My PAA platforms to manage US retirement benefits.
Educational Background: Finance, Economics, Business Administration or a related field.
Certifications: Certified Retirement Plan Professional (CRPP), Retirement Income Certified Professional (RICP), Qualified Pension Administrator (QPA), Retirement Management Advisor (RMA), Qualified 401(k) Administrator (QKA) and Certified Plan Fiduciary Advisor (CPFA) are a plus.

Our compensation philosophy is simple: we pay a competitive base salary, within the local market in which we operate, and reward performance during our annual merit review process. The salary/pay range for this role is $95,000 - $171,000 USD annually ,

commensurate with the skills, talent, capabilities, and experience each candidate brings to a role.

Our Commitment to Our People

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.

Flexible and competitive benefits plans offer the right options to meet your individual/family needs: medical insurance plans, dental and vision coverage, 401(k) and more. We provide employees with flexible time off plans, including paid parental leave, vacation and holiday leave.

Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!

Our Commitment to Diversity, Equity & Inclusion

At Copeland, we believe having a diverse, equitable and inclusive environment is critical to our success. We are committed to creating a culture where every employee feels welcomed, heard, respected, and valued for their experiences, ideas, perspectives and expertise. Ultimately, our diverse and inclusive culture is the key to driving industry-leading innovation, better serving our customers and making a positive impact in the communities where we live.

Work Authorization

Copeland will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: copeland.careers@copeland.com

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