Benefit & Wellness Analyst jobs in United States
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Spencer Fane LLP · 13 hours ago

Benefit & Wellness Analyst

Spencer Fane LLP is a law firm seeking a Benefit & Wellness Analyst to serve as a subject-matter expert for the administration and continuous improvement of their Total Rewards programs. The role involves overseeing various employee benefits, managing wellness initiatives, and ensuring compliance with regulations while supporting M&A activities and process enhancements.

Consulting
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Comp. & Benefits

Responsibilities

Responsible for day-to-day administration, compliance, and communication of health & welfare and retirement plans in accordance with company policies and strategies
Serves as the primary point of contact for all benefit processes and documentation
Collaborate with HR peers to establish best practices and maintain standardized operating procedures for benefits administration
Develops, implements, evaluates, and revises internal processes to increase operational efficiency and reduce costs
Conducts benefit due diligence for M&A activity, including analysis of acquired benefit plans, comparison to current Total Rewards programs, and identification of integration requirements
Supports end-to-end M&A benefits integration, including timelines, employee communications, vendor coordination, and travel to acquired locations for onsite education and transition support
Coordinates retirement committee meetings, including scheduling, material preparation, minute-taking, and distribution of follow-up communications
Partners with benefit brokers and vendors to ensure proper employee enrollment, coverage accuracy, and timely resolution of provider disputes
Manages benefits billing and invoices, Summary Plan Description (SPD) review and distribution, payroll deductions, contributions auditing, and reconciliation
Conducts monthly benefit deduction audits to ensure accurate enrollment and payroll processing; manages premium arrears reporting, communication, and payroll adjustments
Prepares and coordinates vendor review activities in partnership with the benefits broker
Supports compliance activities, including standard audits and federal/state reporting requirements
Oversee the administration of COBRA compliance
Administers the company’s Be Well wellness program, including development of the annual wellness calendar and coordination of all program activities
Partners with insurance carriers, the EAP vendor, and the broker to design and deliver a comprehensive, data-informed wellness strategy
Leads wellness communications, engagement initiatives, and incentive programs while ensuring compliance with HIPAA and applicable regulations
Analyzes participation and health-related metrics to evaluate wellness program effectiveness and recommend continuous improvements
Prepares benefit dashboards and reporting (enrollment statistics, cost trends, claims data, census information) in collaboration with the benefits broker
Performs ongoing audits of benefit programs to ensure adherence to plan guidelines
Provides analytical insights to support benefit program design, implementation, and continuous improvement
Supports the development, communication, and delivery of wellness programs and engagement initiatives
Prepares annual IRS reporting (Affordable Care Act) with broker support and ensures compliance with ACA, COBRA, HIPAA, ERISA, and IRS requirements
Monitors and manages the internal compliance calendar and documentation related to federal, state, and local benefit-related laws, including the Form 5500 and PCORI fees
Trains HR team members on benefits programs, processes, and initiatives
Identifies opportunities for process improvements and assists with the development and communication of policies and procedures supporting benefits compliance and operations
Participates in external benefit survey submissions and conducts related data analysis
Performs other duties as assigned

Qualification

Benefits administrationCompliance auditsHCM system configurationsData analysisAdvanced ExcelCommunication skillsProblem-solvingIndependenceProfessionalismCollaboration

Required

Minimum of 5+ years of experience in benefits and retirement (401k) administration, including execution of ERISA-governed plans and other regulatory requirements
Demonstrated background managing benefit operations, reporting, and compliance audits in a corporate environment
Working knowledge of HCM system configurations for benefits programs, including eligibility rules, plan setup, automated workflows, and payroll deduction code alignment, ensuring accurate enrollment processing and compliance with policy and regulatory requirements
Advanced knowledge of benefit program offerings, employee elections, and administration of plan designs in accordance with Summary Plan Descriptions (SPDs)
Strong proficiency in MS Word, PowerPoint, and advanced Excel, including macros, charting, VLOOKUP, pivot tables, and regression analysis
Experience conducting benefit deduction audits and interpreting deduction codes tied to compliance and IRS reporting
Demonstrated ability to perform independent, in-depth analysis of benefit data, identify trends, reconcile discrepancies, and present clear findings
Applies sound judgment in evaluating benefit issues and determining appropriate resolutions
Strong understanding of government regulations governing benefit and retirement plans
Supports the development and distribution of benefit program communications, including open enrollment materials and wellness program materials
Provides benefit plan interpretation, guidance, and counsel to employees, managers, and internal partners
Ability to present complex information clearly and concisely to inform and educate management
Proven ability to manage multiple tasks, maintain accuracy, and meet deadlines in fast-paced environments
Demonstrated success supporting annual enrollment, ongoing administration, and compliance activities with consistent attention to detail and process integrity
Works independently with minimal supervision, proactively identifies issues, recommends improvements, and ensures timely completion of responsibilities
Maintains strong accountability for data accuracy, regulatory compliance, and follow-through on all benefit operations
Detail-oriented and dependable with a strong commitment to protecting sensitive employee and benefits information
Demonstrates discretion, reliability, and adherence to confidentiality requirements

Preferred

Bachelor's degree in business or related discipline preferred

Benefits

Medical
Vision
Dental
PTO
401k
Life
Disability

Company

Spencer Fane LLP

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Spencer Fane is a law firm that offers legal services in business, finance, and labor laws.

Funding

Current Stage
Late Stage

Leadership Team

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Shawn Tuma
Cyber | Data | Artificial Intelligence Practice Group Leader; Plano Office Managing Partner
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Company data provided by crunchbase