Retirement Planning Coordinator

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Overview

The Human Resources Benefits team has a need for a temporary assignment for a Retirement Planning Coordinator to support the following functions:

• Support and coordinate efforts between third party vendors to research lost and missing 403(b) plan participant. 

• Support audit work of on-demand funding process. 

• Reconcile and monitor 403(b) benefit calculations.  Navigate through multiple systems and reporting tools to examine and resolve discrepancies.

• Research participants through Yale records, Social Security, internet and vendor records. 

• Efforts to include outreach to departments, colleagues, social media, etc. 

• Outreach to include emails, letters, mail merges and direct phone calls.

• Manage efforts to correct bad addresses, particularly work locations.

• Provide other project support and analysis as needed.

• Performs other duties as assigned.

Required Skills and Abilities

• Excellent written and verbal communication skills to interact with vendors, Employee Services, and lost participants.

• Advanced proficiency with MS Excel and MS Word

• Excellent reporting and analytical skills.

• Excellent organizational skills with strong attention to detail.

• Ability to handle multiple projects simultaneously.

• Ability to work independently and as part of a team.

Preferred Skills and Abilities

• Knowledge of Workday payroll and benefits system.

• Retirement Plan Administration.

Principal Responsibilities

1. Takes a lead role in the planning of HR projects, programs, and/or initiatives. 2. Defines HR project, program, and/or initiative goals, develops progress reports, and communicates results. 3. Develops metrics and conducts a comprehensive analysis of HR project, program, and/or initiative data. 4. Conducts research and contributes to the design and development of HR project, program, and/or initiative. 5. Responsible for implementation and supporting resources of HR project, program and/or initiative. 6. Evaluates content of the project, program, and/or initiative and related policies, practices and procedures to determine and recommend necessary improvements. 7. Develops training curriculum for HR projects, programs, and/or initiatives and delivers training programs and workshops for members of the Yale community. 8. Develops written communications and systems to support and track project, program, and/or initiative activity. 9. Provides day-to-day guidance regarding, best practices, technical issues and compliance regulation. 10. May perform other duties as assigned.

Required Education and Experience

Minimum requirement of Bachelor’s Degree in Human Resources or related field and two years of related experience or an equivalent combination of education and experience.

Job Posting Date

06/11/2026

Job Category

Manager

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Supervisor; Senior Associate (23)

Salary Range

$65,000.00 - $101,000.00

Time Type

Full time

Duration Type

Temporary / Casual (Fixed Term)

Work Model

Hybrid

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions.

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through  their hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.