Benefits & Retirement Program Manager

Role Overview

• Administer and plan day-to-day operations of all group benefit programs (health, dental, vision, life, STD/LTD, FSA/HSA, voluntary benefits, 401(k), 457(b) and pension), ensuring alignment with employee needs, organizational resources, and regulatory requirements.
• Manage and supervise the Benefits Administrator to ensure effective administration of FMLA, benefits, and retirement plans in accordance with CapMetro standards.
• Analyze benefit utilization, coverage, cost, effectiveness, plan experience, and competitive trends; assist the Director in evaluating plan design, cost-effectiveness, employee satisfaction, and recommend improvements while ensuring plan documentation and SPDs remain accurate and current.
• Serve as Project Manager for third-party administrators and consultants supporting health and welfare benefits, voluntary benefits, 401(k), and pension plans, ensuring service delivery, contract compliance, and vendor coordination.
• Ensure fiduciary responsibilities are met by maintaining compliance with applicable laws and regulations; administer activities of the Health Plan Board of Trustees, 401(k) Committee, Pension Committees, and support internal benefit committee obligations.
• Lead end-to-end planning and execution of annual Open Enrollment and deliver or coordinate ongoing employee education and communication programs to promote understanding and effective use of benefits.
• Oversee 401(k) and pension plan operations including payroll coordination for timely biweekly 401(k) deposits, recordkeeper data accuracy, QDRO review, missing participant processes, loan delinquency, automatic payouts, and retiree health-related stipend administration with timely quarterly payments.
• Coordinate internal and external audits for benefit and retirement plans; manage regulatory filings, financial statement review, disclosures, and Texas Pension Review Board training and required plan reporting.
• Ensure accuracy and completeness of participant data and administrative reports; investigate discrepancies, address non-routine participant inquiries, and maintain compliant document retention for audits and governance purposes.
• Prepare, coordinate, and maintain accurate meeting materials, minutes, and records for 401(k), Pension Committees, and Health Plan Board of Trustees, including quarterly, special, or electronic meetings, ensuring audit readiness and documentation integrity.
• Support Capital Metropolitan Transportation Authority’s Safety Management Systems (SMS) process by ensuring staff follows safety and security policies, considers safety in every action, and ensures safety and security concerns are reported.
• Perform other position related duties as required and/or assigned.

Requirements

• Bachelor’s degree in business administration, human resources, or related field. Requires PHR, CBP, CEBS, or other relevant professional certification. Related experience may substitute for educational requirements on a year-for-year basis.
• Eight (8) years of experience as human resources professional, including five (5) years administering or supporting employee benefit plans for retirement, including both defined contribution and benefit plans.
• Two (2) years of management experience either managing employees or projects
• Intermediate expertise with Microsoft Office products including Word, Excel, PowerPoint, and Access.

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development