Senior Retirement Analyst

Achieve Your Career Goals

Chase your career dreams while being supported every step of the way. Our award-winning talent development team helps you grow and succeed.

Key Responsibilities

• Develops, implements, and administers the Company's qualified and non-qualified retirement plans, including the defined benefit pension plan, 401(k) plan, defined contribution profit sharing plan, deferred compensation plans, and other non-qualified retirement plans.
• Completes regulatory reporting tasks such as 401(k) census and match true-up, discrimination testing, and form 5500 filings.
• Collaborates with vendors and internal resources to ensure timely completion of required regulatory notices, including the mailing of the Summary Annual Report, QDIA notice, Fee Disclosure, and Annual Funding Notice.
• Performs and reviews defined benefit calculations and payments for accuracy and timeliness.
• Determines eligibility for retirement benefits under the defined benefit plan and determines appropriate welfare benefits to offer upon retirement.
• Communicates information to associates verbally and in writing.
• Establishes and maintains accurate pension records in the pension system, including electronic processing of monthly pension checks and deductions, and ensures records are set up accurately for tax reporting.

Qualifications

• Strong analytical skills and attention to detail.
• Experience with retirement plan administration and compliance.
• Knowledge of ERISA regulations and plan administration best practices.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office applications.

Pay

Competitive salary based on experience and qualifications.

Schedule

Full-time position.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria, and more.
• Extensive employee discount program.

Western & Southern

Learn more at www.westernsouthern.com/careers/home-office-careers.