The Walt Disney Company Retirement Program Analyst in Burbank, California

The Retirement Programs Analyst is responsible for day-to-day management of the Company’s Qualified and Non-Qualified Defined Benefit and Defined Contribution Plans. The position is responsible for providing project management and technical oversight for our (Q and NQ) Pension Plans for Salaried and Hourly employees, our (Q and NQ) 401(k) Plans for Salaried and Hourly employees, the (Q and NQ) Disney Retirement Savings Plan, the BAMTech 401(k) Plan, and all future acquisition retirement plans. This position is a subject matter expert (SME) regarding these Plans. The position may manage internal and external systems and resources (payroll, HRIS, Vendor systems and processes) to achieve program objectives. This position leads the implementation of very technically complex vendor systems changes caused by plan mergers and acquisitions, reorganizations, plan design changes, etc.

Responsibilities :

  • Leverages internal and external data to create insights.

  • Responsible for the research and data analysis supporting our Financial Wellness and Retirement Programs. Partners with our external Financial Wellness program and Benefits Administration vendors to extract data and develop perspectives and insights to manage day to day operations and support strategic decision making.

  • Proactively identify gaps and opportunities in retirement program/plan and vendor performance. Respond to ad hoc questions regarding Retirement program quality, efficiency, communications, etc.

  • Support annual ERISA audits, Sarbanes Oxley control reviews, compliance filings, DOL/IRS notices, and other compliance communication activities.

  • Perform necessary information gathering, analysis, synthesis, and reporting to ensure compliance with local, state and federal benefits regulations. Partner with other functional subject matter experts (SMEs) (payroll, legal, HRIS, administrators, etc.) to respond to regulatory and legal requests.

  • Facilitate retirement program maintenance through requirement definition, process improvements, and implementation of best practices.

  • Responsible for defining the technical and program requirements when implementing plan design changes, process design changes, and identifying administrative best practices with vendor partners. Researches retirement plan documentation and administrative requirements. Identifies and implements best practices. Reviews vendor expectations/capabilities and makes recommendations for improvement. Understands technical vendor requirements. Seeks direction from leadership and functional SMEs when conflicts arise. Recommends most efficient/effective solutions.

  • Ensures program and process changes are implemented with the high-quality minimal impact to the employee experience. Additionally, to incorporate evolving best practices and leveraging of emergent technologies where applicable.

  • Conduct detailed historical record research and commensurate data reconciliation encompassing all data systems and records.

  • Resolves Retirement Program operational issues of small to medium scope (defined by limited or transparent participant impact, issues surrounding data sharing between outsourced administrators and/or vendors), and issues resulting from incomplete, inconsistent or inaccurate employee data records across multiple systems. Researches program requirements, plan documents and/or contracts. Definitive data reconciliation between internal records systems' data and external or outsourced systems' data. Identifies best practices. Reviews vendor expectations/capabilities. Seeks direction from leadership and functional SMEs when conflicts arise. Recommends most efficient/effective solutions.

  • Ensure that employees/cast and their families have an exceptional service experience.

  • Represent and advocate for the interests of the retirement programs on new and existing projects.

  • Serves as a representative for the enterprise benefits group on internal and external cross functional projects that require Retirement Program and related subject matter expertise.

  • Ensures that project decisions which may touch the retirement programs consider the impacts and/or limitations of the retirement programs and that these projects are aware of departmental objectives.

Basic Qualifications :

  • 3 – 5 years Retirement Plan Retirement administration.

  • Demonstrated success collaborating on large teams.

  • Ability to matrix manage across multiple geographical locations and functions.

  • Expert level experience and skill in program and project management including hands-on experience in resource planning and scheduling, and planning and managing tasks.

  • Working knowledge of Retirement Plan administration required.

  • Experience in the implementation of benefit administration systems and processes.

  • Strong leadership and team building skills required.

  • Highly organized and able to prioritize and multi-task in a fast paced environment.

  • Excellent communication and interpersonal skills.

  • Strong analytical and problem solving skills.

  • Results/action oriented.

  • Strong facilitation and influencing skills.

Preferred Qualifications :

  • Basic knowledge of federal regulations regarding Defined Benefit and Defined Contribution Plans.

  • Certified Employee Benefits Specialist designation or equivalent.

  • Experience in managing through significant organizational change, including mergers, acquisitions and divestitures

Required Education :

  • Bachelor’s degree or equivalent work experience in Human Resources, IT database administration, Accounting or related field

Job ID: 551724BR

Location: Burbank,California

Job Posting Company: The Walt Disney Company (Corporate)