The OpportunityThe Retirement Plan Analyst is a critical role in the administration, analysis, and ongoing compliance of the firm's retirement and savings programs. Reporting to the Sr. Benefits Manager, you will support plan governance and data integrity while partnering with internal departments and external service providers to ensure accurate execution of retirement plan operations.
The LocationThis position offers a remote work schedule and can be based in any of the following offices: Atlanta, Baltimore, Boston, Miami, Northern Virginia, Philadelphia, Raleigh, Reston, Short Hills, Washington, DC, Wilmington. The core benefits team is primarily based in Baltimore, MD. Candidates in this area are highly preferred to facilitate closer collaboration with the existing team.
What You Will Do- Plan Administration: Support day-to-day administration of qualified and non-qualified retirement plans.
- Compliance & Audit: Assist with ERISA, IRS, and DOL compliance requirements, including Form 5500 filings and audit requests.
- Data Reconciliation: Partner with Payroll, HRIS, and Finance to ensure clean data and accurate reconciliation.
- Vendor Management: Monitor vendor performance, escalate issues, and serve as a liaison with recordkeepers, trustees, and actuaries.
- Technical Troubleshooting: Resolve complex participant and payroll-related issues and respond to inquiries regarding distributions and eligibility.
- Regulatory Tracking: Monitor regulatory changes and assess their operational impact on plan design and administration.
- Documentation: Maintain plan documents, amendments, SPDs, and participant notices.
Who You Are- Experienced: You possess a minimum of 5 years of experience in retirement plan administration or benefits.
- Educated: You hold a Bachelor's degree (Finance, Accounting, Business Administration, or HR preferred).
- Technically Savvy: You are proficient with HRIS, payroll systems, and retirement plan recordkeeping platforms.
- Analytical: You have strong analytical skills and a deep knowledge of retirement plan regulations.
- Communicative: You can effectively communicate complex plan provisions to stakeholders with empathy and clarity.
The Ideal Candidate is a detail-oriented professional who thrives in a fast-paced environment. You are someone who can manage competing demands under pressure while producing high-quality, accurate work products. Beyond technical skills, you are a relationship-builder who fosters positive connections with colleagues and third-party vendors.
Flexibility & Work-Life Integration Our client supports a hybrid work model, allowing for a balance between in-office collaboration and remote flexibility. The firm recognizes the importance of meeting business needs while integrating professional responsibilities with personal well-being.
Why Join the Team?- Stability: This role offers an indefinite duration based on the firm's ongoing business needs.
- Impactful Work: Support financial wellness and retirement education initiatives that directly benefit the firm's employees.
- Professional Growth: Gain exposure to complex plan governance, including supporting RFPs, benchmarking, and retirement plan committee meetings.
- Collaborative Culture: Join a team that values excellence, responsiveness, and professional development.
