Retirement Plan Analyst

Summary

OneDigital is seeking a knowledgeable and experienced individual within the employee benefits and/or retirement plan industry to join its award-winning team. This role provides tailored services to clients and specializes in both the corporate and not-for-profit sectors.

Essential Duties and Responsibilities

• Assist consulting and investment teams with general investment research and prepare client materials
• Aid in the investment monitoring and selection process
• Attend and participate in client committee meetings (as requested)
• Gather plan and participant level data
• Develop and draft proposals and responses to Request for Proposals (RFPs)
• Conduct investment and plan research to draft materials for client presentations
• Aid in drafting of RFP analysis
• Coordinate and prepare vendor and client meetings
• Perform data analysis and create necessary reports
• Plan design and fee benchmarking tools

Qualifications, Skills and Requirements

• Investment training or work experiences within the retirement plan industry
• High level of proficiency skills in Excel, Word and PowerPoint
• Strong ethical character and moral compass
• Team-oriented
• Well-organized and can work independently
• Strong interpersonal skills, organizational skills and ability to multitask
• Strong oral and written skills

Education, Training and Experience

• B.S./B.A. in Finance, Math, or Economics

Pay

The typical base pay range for this role nationwide is $55,000 to $60,000 per year. Base pay is dependent upon skills, education, qualifications, professional experience, and location. Some roles are eligible for variable compensation, commission, and/or annual bonus based on individual performance and/or the company's performance.

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per company policy
• Employee perks and discounts

About OneDigital

We are an equal opportunity employer committed to diversity and inclusion. We believe in hiring the most qualified applicant for the position, regardless of background. We utilize advanced Artificial Intelligence technologies to enhance our recruitment process, but AI does not replace the humans in our process.