Retirement Transition Partner-Fully Remote Part-time

Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period Benefits – Medical, Dental, Vision, wellness program and more! Paid Holidays Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. Collaborative Environment – AAA will value your contribution to providing exceptional service to our members Free AAA Classic Membership AAA Product Discounts Tuition Reimbursement Program . Fully Remote Part-Time The Retirement Transition Partner focuses primarily on the human and administrative aspects of a Team Member moving from active employment to retirement by providing supportive resources. This role blends Team Member education, research and program development to ensure we’re offering the best-in-class retirement experience. This position does not provide financial or investment advice. Instead, it offers education and general guidance and refers Team Members to licensed professionals as appropriate. ESSENTIAL FUNCTIONS Guidance and Support: Serve as a dedicated internal point of contact to help support and guide Team Members transitioning from active employment to retirement Guide Team Members through the official MWG retirement process, ensuring all paperwork is submitted accurately and on time, and coordinating with payroll and HR teams. Assisting managers and the retiring Team Member in creating a formal transition plan for their role, which includes documenting key processes, identifying unfinished work, and training successors to ensure business continuity and mitigate knowledge loss. Retirement Resources: Guide Team Members to available resources through our 401(k) provider, including online tools and access to licensed financial advisors. Provide clear information about continuing health benefits (Early Retiree Plans, COBRA eligibility and Medicare interaction), 401(k) distribution options, and how other benefits (life insurance, etc.) may change post-retirement - without offering personal health plan advice. Provide psychosocial support to Team Members by providing access to tools and resources that help Team Members explore non-financial aspects of retirement Partner internally with Benefits, Learning & Development, and DEI teams to ensure retirement planning is inclusive, equitable, and aligned with MWG’s broader Team Member experience efforts. Program Research & Development: Conduct research on progressive benefits programs, such as phased retirement models that support gradual transitions and knowledge transfer, sabbatical or other programs. Build business cases and partner with People & Culture leadership to assess feasibility and value of new programs Gather feedback from retirees and near retirees to continuously improve retirement education and planning resources Legislation/Compliance: Maintain up-to-date knowledge of retirement-related legislation, best practices, and company specific programs. Stay up to date with evolving best practices in retirement transition from progressive and inclusive organizations. Ongoing Team Member Education: Partner with internal benefits team and external partners to support the design, communication, and delivery of retirement-ready workshops, financial literacy and financial wellness programs for Team Members at all stages of their careers. Introduce earlier-career Team Members to retirement savings concepts and the long-term benefit of 401(k) contributions. Help to identify topics of interest for Team Members (e.g. budgeting, debt management, investing basics and tailor programming accordingly. KNOWLEDGE / SKILLS / ABILITIES Exceptional interpersonal and communication skills, with the ability to explain complex topics in simple accessible language. Ability to develop strong working relationships and collaborate with a cross-functional group or partners, both internal and external Strong analytical and problem-solving skills/planning/organizational techniques are essential Advanced proficiency in Microsoft Office Excel reporting skills. Ability to work independently and in a team at all levels within the organization Good organizational and time management skills, able to prioritize Strong attention to details Ability to identify then implement process improvements that incorporate best practices and automated efficiencies Familiarity with ERISA compliance and the boundaries between education and advice. EDUCATION, COMPETENCIES, CERTIFICATIONS/LICENSES Minimum Qualifications Bachelor's degree in a related field plus 5 years of experience in retirement planning, benefit administration, or related financial role Or High School diploma and 12 years of experience in retirement planning, benefit administration, or related financial role Experience in program curriculum development and/or implementation of educational programs. Preferred Qualifications Master's degree or Certified Benefits Professional At AAA Mountain West Group, pay is one part of our total package. Actual compensation may vary based on several factors, including a candidate’s work location, qualifications, skills, and experience. #LI-CB1 -