Retirement Analyst

Responsibilities

• Cook up day-to-day operations with actuaries, recordkeepers and third-party administrators
• Support regulatory compliance activities, including nondiscrimination testing, audits, and required filings
• Maintain documentation and support internal and external audits and DOL Form 5500 filings
• Develop/deliver communications to improve employee understanding of retirement programs
• Aid in the development of tools and resources to enhance retirement readiness
• Lead or support retirement-related projects such as plan changes, system enhancements, vendor management initiatives
• Identify opportunities to improve processes, streamline administration, and strengthen governance

Requirements

• Master's degree in Business Administration, Human Resources, or related field from an accredited institution
• 3+ years of experience in an HR analytical role with a focus on retirement plans (defined benefit and defined contribution plans)
• Experience working with retirement plan vendors, audits, and compliance processes
• Working knowledge of retirement plan regulations (ERISA, IRS, DOL)