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.