Jobs · Finance · Wisconsin

Retirement Plan Analyst

RoShay Services · Stevens Point, WI · Today
FinanceFull-time
supporting Finance & Insurance solutions by analyzing and administering defined contribution and other qualified retirement plans. Key Responsibilities Administer retirement plan activity with a focus on accuracy, compliance, and high-quality client service.Conduct compliance testing and validate plan data.Reconcile plan records and resolve discrepancies to ensure correct reporting.Prepare clear reports for employers and internal partners.Stay current on ERISA and IRS/DOL regulations; apply requirements to ongoing administration.Support process improvements and assist with plan design changes. Qualifications & Skills Strong understanding of retirement plan administration and qualified plans.Knowledge of ERISA and IRS/DOL compliance requirements.Detail-oriented with strong analytical and reconciliation skills.Ability to produce accurate, well-structured reports.Client-focused communication and strong integrity in handling sensitive information.Collaborative mindset to work effectively with internal partners.

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