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
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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.
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