Retirement Analyst
Core
Administer and optimize US and Canada retirement benefit programs, ensuring compliance, accuracy, and employee satisfaction.
Role type
Senior Retirement Analyst (Benefits Administration)
Builds
Efficient, compliant retirement plan operations and participant communications
Domain
Human Resources / Retirement Benefits / US & Canada
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Retirement benefits administration, benefits project management, HRIS platforms, data auditing, regulatory compliance, stakeholder relationship management, financial reconciliation, process improvement, policy interpretation, audit coordination
Preferred skills
Workday, consulting experience, industry market knowledge, US retirement experience
Technologies
Excel, Office 365, HRIS platforms
Responsibilities
Administer retirement programs with internal partners and third-party administrators; manage relationships with recordkeepers, custodians, and trustees; monitor plan operations and performance; oversee contribution processing and reconciliation with Payroll; audit eligibility, data, and transactions for accuracy; serve as escalation point for complex plan questions; lead initiatives like plan design updates and system implementations; ensure compliance with IRS, DOL, SEC, SOX, ERISA, and CAPSA; act as liaison with fiduciaries and auditors; maintain plan documents and communications; interpret legislative changes; partner with HR Technology and Finance; lead internal audits; create retirement education programs.
Seniority
Senior, hands-on IC