Job Listings

Retirement Plan Specialist

3700 S. Stonebridge Dr. McKinney, Texas
Job number: 4642

Job Description:

Retirement Plan Specialist

Primary Duties & Responsibilities

Job Summary

Primary responsibility is to accurately and effectively administer the company’s defined benefit, defined contribution, and other retirement plans including recommending and implementing improvements to various critical internal processes and transactions.



Primary Duties & Responsibilities


  • Determine employee retirement benefits by completing necessary pension calculations
  • Accurately process weekly pension and other periodic payments
  • Distribute and track retirees benefits paperwork to ensure timely return and follow-up as needed with retirees


  • Preparation and review of annual and semi-annual defined contribution discretionary and/or profit sharing contributions
  • Provide support for internal and external compliance audits
  • Ensures retirement plans are administered in accordance with company, state, and federal guidelines and regulations.
  • Maintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits.
  • Annual ADP/ACP non-discrimination testing
  • Assist with the distribution of required notices and other time sensitive retirement materials
  • Preparation and auditing of valuation data for Pension Plans


  • Respond to requests from our third party providers  and reconcile payroll contributions
  • Assist in maintaining employee databases and data integrity with third-party systems
  • Non-discrimination test compliance, determine eligibility and contribution levels, complete and submit government forms, and prepare and distribute summary annual reports, etc.   
  • Support regular inquiries, investigations, and correspondence with retirees, active, and terminated participants in all retirement plans
  • Performs other duties as assigned


Required Skills

Knowledge, Skills, & Abilities


  • At least five years of experience working in the administration of defined benefit and defined contribution plans
  • Ability to read and understand complex plan documents
  • Ability to effectively prioritize competing tasks and manage multiple tasks simultaneously
  • Excellent organizational, analytical, and verbal/ written communication skills
  • Ability to work well either independently or as part of a team with a focus on achieving exceptional results
  • Ability to handle sensitive information and maintain a high level of confidentiality
  • A high level of accuracy and attention to detail is required for success


  • Excellent interpersonal and customer service skills with ability to clearly explain retirement plan options in easily understood terms
  • Proficiency with MS Office Suite and other related software and system interfaces
  • Strong knowledge of ERISA and IRS regulations
  • SHRM-CP or PHR a plus

Applicable to all employees of Globe Life & Accident and its subsidiaries:

  • Reliable and predictable attendance of your assigned shift
  • Ability to work full time and/or part time based on the position specifications


Required Knowledge & Experience

Education and Experience


  • Bachelor’s degree in Business Administration, Human Resources, or other related field required or equivalent work experience with proven problem-solving ability. 
  • Familiarity with a variety of concepts, practices and procedures in employee benefits a plus.



Fast-paced environment. Heavy PC use requires heavy visual activity and manual dexterity and phone usage requires heavy hearing activity. Frequent bending/stooping while filing information in file cabinets and retrieving information from shelves and storage. Occasionally lifts and carries up to 20 pounds.


Location: 3700 S. Stonebridge Dr. McKinney, Texas

Apply Now

Current employees apply here.

Savings and Investment Plan (401K) - Eligible employees may begin participating in the plan on the first day of employment.

Pension Plan - Eligible employees who complete one year of service with the Company become participants in the Pension.* (Not available to Cleveland Employees)

Medical - Benefits are available to all eligible employees and qualified dependents the first of the month following 30 days of continuous service.

Dental** and Vision - Eligible employees and qualified dependents are able to enroll the first of the month following 30 days of continuous service.

Flexible Spending Accounts (FSA) - Our FSA has two components, Health Care and Dependent Care Accounts. These accounts allow employees to set aside a portion of their earnings on a pre-tax basis to cover out-of-pocket medical and dependent care expenses. Participation is elected on a calendar year basis and is available to all eligible employees the first of the month following the completion of 30 days of continuous service.

Health Savings Accounts (HSA) - A pre-tax Health Spending Account (HSA) is offered to those who enroll in the High Deductible Plan. It allows you to pay for many of the health care expenses not covered by your medical plan including deductibles and co-pays. Participation is elected on a calendar year basis and is available to all eligible employees the first of the month following the completion of 30 days of continuous service. Company contribution to HSA ($4500 family, $2500 single plans)

Short-Term Disability - Eligible employees may be entitled to salary continuance during periods of temporary disability. Benefits are based on employee status and years of service.*

Group Life and Long-Term Disability** - Eligible employees may elect life insurance and long-term disability coverage the first of the month following 30 days of continuous service.

Vacation and Paid Holidays - Employees are eligible for vacation upon the completion of six months of employment. In addition, the Company offers eight paid holidays.

Education Assistance - The Company supports employees who wish to continue their education to secure increased responsibility and growth within their professional careers. We offer a reimbursement program for expenses incurred through approved institutions of learning. In addition, Fellow, Life Management Institute (FLMI) and International Claim Association (ICA) program courses are offered after the completion of six months of services at no cost to the employee.

Fitness Reimbursement - Eligible employees are able to receive up to 100% reimbursement for monthly dues (employee only).

Supplemental Plans** - Cancer, Heart/Stroke, Accident.

*Please note, some benefits may vary by subsidiary. Please be sure to clarify with the Human Resources Department.
**Company paid benefit

Do I have to apply for every job that I am interested in? - Yes. Though our Talent Acquisition Team searches our database for qualified candidates, the only way to ensure that we know what position is of interest to you is if you apply for it directly.

Now that I've applied, what happens? - You will receive an immediate response from our system. Someone from our Talent Acquisition Team will review your qualifications and skills. If you're a good fit, we'll contact you to conduct an initial interview by phone, followed by assessment testing and an in person interview(s).

How do I get the contact information of the hiring manager for the job I am interested in? - It is our policy not to give contact information to external applicants. If, after you apply, it is determined that your skills and qualifications match our hiring needs, you will be contacted directly for an interview by someone on our Talent Acquisition Team.

I've been interviewed, what's next? - If selected, we'll extend a conditional offer. Then, pending a successful background check and drug screen, we'll confirm a start date.

The Whole Globe

Globe Not only is it in our name, it’s in our hearts. Our Company thrives off of diversity and has created a culture focused on inclusivity. These two components are the pillars of our foundation and the guiding principles that build our employees and leaders.

No Ceiling

SmileThe insurance industry may be traditional, but Globe Life has been, is, and always will be dedicated to building an inclusive, sustainable, and inspiring environment that does not have a ceiling on growth.