Executive Director, Benefits – Taft-Hartley Benefit Funds : California

Southern California United Food & Commercial Workers Unions
Food Employers Joint Benefit Funds Administration, LLC

Executive Director, Benefits
Taft-Hartley Benefit Funds

Based in Cypress, CA

The Southern California United Food & Commercial Workers Unions and Food Employers Joint Benefit Funds Administration, LLC (“LLC”), located in Cypress, CA, is currently seeking an Executive Director/Administrator (“Executive Director”). The Executive Director reports directly to the LLC’s Board of Directors and is responsible for overseeing the administration and operations of two multiemployer benefit plans, The Southern California United Food & Commercial Workers Unions and Food Employers Joint Pension Trust Fund and the United Food & Commercial Workers Unions and Food Employers Benefit Fund (collectively referred to as the “Funds”), which are administered by the LLC. The Funds were created as a result of collective bargaining between the Southern California retail food employers and UFCW Union locals. The Funds serve and provide benefits to over 120,000 active members and their eligible dependents as well as 47,000 retirees and beneficiaries and have assets of approximately $4.5 billion.

Each Fund operates under the direction of its Joint Board of Trustees, consisting of Union and Employer representatives with equal voting rights. The Union and Employer Collective Bargaining parties generally determine the Funds’ benefits during contract negotiations.

The Executive Director, under the direction of the LLC’s Board of Directors (who are also the Funds’ Trustees), has overall responsibility for overseeing the day-to-day operational, technical, and organizational administration of the Funds in accordance with the respective Trust Agreements and Plan Documents adopted by the Trustees. This responsibility includes developing, implementing, and monitoring policies, programs, standards and procedures to ensure compliance with all relevant federal and state laws and regulations. The Executive Director represents the LLC in all aspects of leadership, management, strategic planning, public relations, and negotiations, as determined by the Board of Directors.

The Executive Director will direct the LLC’s management team and must effectively set goals for, direct, and motivate the LLC’s management and staff as well as interact collaboratively with the Board of Directors/Trustees, contributing employers, unions, professional advisors and colleagues at all levels both inside and outside the organization.

RESPONSIBILITIES
Responsibilities include but may not be limited to:

• Administration of Funds: Oversees and monitors the day-to-day operations of the LLC/Funds; establishes and monitors performance standards related to timeliness and accuracy of benefits processing and other services to participants and their beneficiaries; oversees, monitors and assists the Funds’ service providers and professional advisors; ensures accurate and timely completion of all government compliance and tax filings and annual reporting requirements; and negotiates with UFCW Local 324, the union representing approximately 130 staff employees.
• Leadership: Oversees management of approximately 183 LLC staff, with direct supervision of the management team; provides vision, leadership, guidance and motivation to the LLC’s management and staff; promotes a positive image of the LLC/Funds; networks regularly with colleagues in the industry and professional organizations to stay informed as to recent events and other situations that could affect the Funds; and represents the Funds in contacts with governmental agencies.
• Strategic planning: Participates actively with the Board of Directors/Trustees in strategic business planning process; leads management team in strategic business and technology planning process; and implements short- and long-term goals and objectives of the LLC/Funds.
• Communications: Communicates and/or meets regularly with the Board of Directors/Trustees, committees, union, employers, members, professional advisors, vendors and governmental agencies; provides regular status reports to Board of Directors/Trustees; ensures the effective communication of plan and policy changes to all parties; and oversees the development of all of the LLC/Funds’ communication materials and notices for members and employers.
• Financial: Oversees all financial matters related to the administration of the Funds; works with CFO to develop and manage annual operating budget for the LLC and administration of the Funds; reviews and monitors monthly investment reports provided by investment advisors; and approves all day-to-day expenses.
• Attend Board and other meetings: Coordinates and attends all board and committee meetings; develops all agendas for regular, special and committee meetings; and works with Trustees and plan professionals to coordinate and prepare materials for meetings and monitor deliverables.

REQUIREMENTS
The ideal candidate will meet the following requirements:

• Work Experience: Minimum of ten (10) years of experience demonstrating increased responsibility in benefit plan administration (defined benefit pension and health) and compliance required; minimum of seven (7) years of senior-level management experience required, including direct experience with executive-level decision making and interaction with Trustees.
• Educational Background: Bachelor’s degree required; advanced degree (e.g., MBA) or CEBS certification strongly preferred.
• Special Skills or Credentials: Experience in Taft-Hartley or collective bargaining environment preferred; extensive knowledge of employee benefit plans and related governmental/legislative regulations (ERISA, DOL, IRC, HIPAA/HITECH, ACA, PPA, etc.), including knowledge of plan design and interpretation; the ideal candidate will also have demonstrated strong leadership and judgment skills, exceptional interpersonal and communication (written and oral) skills, including the ability to interact with Trustees, local unions, employers, outside professionals and service providers, be detail oriented, have strong analytical skills, including the ability to interpret operational, auditing and financial information and legislative regulations and have a thorough knowledge of and appreciation for the regulatory and political environment; limited travel may be required.

TO APPLY
The LLC offers a competitive salary and a comprehensive, fully paid benefits package. The LLC is an affirmative action employer and encourages applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion or disability.

To apply, please send your résumé and salary requirements to: atcresumes@segalco.com. Please include job reference code 0319UFCWSCUJ in the subject line or with your application.

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Job Posting Courtesy of UnionJobs.com