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Employee Stock Ownership Plan (ESOP) Analyst, Retirement Programs

Apply Job Req. ID 20910BR Date Posted 08/04/2022 Location Lakeland, Florida
This position is responsible for reviewing and approving or denying claims for benefits under the Employee Stock Ownership Plan (ESOP) on behalf of the Plan Administrator and the employees appointed to administer the Plan, processing subpoena responses, and ensuring associates receive entitled rights under ERISA and in accordance with PROFIT Plan documents.

Responsible for ensuring distributions from the ESOP comply with applicable laws and the ESOP plan document, associates receive retirement benefits to which they are entitled, operational procedures comply with plan documents, and ensuring the retirement department complies with subpoenas for retirement documents and data.

Required Qualifications
  • High School Diploma or its equivalent
  • Three (3) years of experience working with the administration of retirement or stock plans
  • Knowledge of IRS, FMLA, ERISA, DOL, SSA and USERRA regulations
  • Strong communication (verbal and written)
  • Strong Interpersonal and human relation skills
  • Leadership skills
  • Attention to detail
  • Strong analytical and problem solving skills, including research skills
  • Must be able to work independently with little or no supervision along with being a member of a team
  • Must possess a high level of maturity and tact, which includes handling highly confidential information
  • Ability to interpret and apply legal regulations
  • Intermediate knowledge of Microsoft Word, Excel and Outlook
  • Intermediate knowledge of SAP
  • Willingness to be flexible
  • Must have good punctuality and attendance
Preferred Qualifications
  • Associate’s or bachelor’s degree in a business related field
  • 5 years of experience in qualified retirement plan administration
  • Ability to prioritize assigned tasks
  • Basic knowledge of Microsoft Access, DB2 and Viewstar
  • Strong knowledge of the Publix Employee Stock Ownership Plan, 401(k) SMART Plan, Employee Stock Purchase Plan (ESPP) as well as knowledge of administrative procedures
  • Basic knowledge of Publix host employee records database system (known as READ/Retirement System and frozen legacy system, SAP and Stock Management System (Transfer Agent)
  • Intermediate knowledge of 401(k) SMART Plan’s third party recordkeeper’s (Voya) system, Sponsor Connect
Additional Required Qualifications
Minimum Base Pay 22.70 Maximum Base Pay 31.35 Additional Preferred Qualifications
Frequency of Pay Weekly Year End Bonus To reward associates for their contributions to the company for the calendar year, Publix provides a Holiday Bonus in November. In the first year of continuous employment the bonus is equal to 15 hours of pay, and in the second year of continuous employment the bonus is equal to one week’s pay if associate remains employed through issue date of the bonus check. In subsequent years, the bonus is equal to two weeks’ pay.
Address 3300 Publix Corporate Parkway City Lakeland Region FL between Orlando and Tampa Potential Annual Base Pay 47,216 - 65,208 Other Compensation Information
  • Employee stock ownership plan that contributes Publix stock to associates each year at no cost
  • An opportunity to purchase additional shares of our privately-held stock
  • 401(k) retirement savings plan
  • Group health plan (with prescription benefits)
  • Group dental plan
  • Group vision plan
  • Sick pay
  • Paid Parental Leave
  • Long-term disability insurance
  • Company-paid life insurance (with accidental death & dismemberment benefits)
  • Tuition reimbursement
  • Vacation pay
  • Free hot lunches (buffet-style) at facilities with a cafeteria
  • Paycheck direct deposit
  • Credit union
  • Access to over 50 discount offers including discounts on computer, vehicle and wireless purchases
  • 6 paid holidays (associates can exchange the following holidays with their manager’s approval: New Year’s Day, Memorial Day, Fourth of July, and Labor Day).

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