Energy Transfer Equity

Sr Analyst - Retirement Planning

Energy Transfer Equity • $90K — $110K *
Houston, TX 77084In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5+ years of experience with large and/or complex 401(k) plans.
  • Bachelor's degree in Human Resources, Finance, Accounting, Business, or a related field.
  • Strong knowledge of ERISA and relevant retirement plan regulations.
  • Proven 401(k) operations and compliance testing experience.
  • Exceptional analytical and problem-solving skills.
  • Strong written and verbal communication abilities.
  • Advanced Microsoft Excel proficiency for data analysis.

Responsibilities

  • Administer 401(k) Plan and profit-sharing plans in line with regulations.
  • Ensure compliance with ERISA and other legal requirements.
  • Coordinate with Payroll and HRIS for accurate data management.
  • Assist with payroll and contributions reconciliation.
  • Review reports and exception files for accurate processing.
  • Support implementation of Workday for retirement functions.
  • Analyze plan data and trends to develop reports.

Benefits

  • Comprehensive health, dental, and vision insurance.
  • Retirement plan with company match.
  • Employee wellness programs and resources.
  • Professional development opportunities.
  • Flexible work schedules with remote work options.
Full Job Description
Summary:

The Senior Analyst of Retirement Planning is responsible for design, administration, compliance, governance, and ongoing enhancement of the Company's qualified and non-qualified retirement programs, with primary responsibility for the 401(k) Plan and profit-sharing arrangements. The ideal candidate brings significant 401(k) administration experience, strong analytical and problem-solving skills, sound judgment, and the ability to communicate complex retirement plan concepts clearly to employees at all levels.

Key Responsibilities:
  • Administer and support the Company's defined contribution retirement programs, including the 401(k) Plan and profit-sharing plans, in accordance with plan documents and applicable legal and regulatory requirements.
  • Ensure retirement plans are administered in compliance with ERISA, the Internal Revenue Code, IRS and U.S. Department of Labor requirements, and other applicable federal, state, and local regulations.
  • Coordinate closely with Payroll and HRIS to ensure accurate integration of retirement plan data with employee wages, compensation, eligibility, deductions, and employer contributions.
  • Assist with reconciliation of payroll deductions, employer contributions, plan funding requirements, and participation data.
  • Review weekly, monthly, quarterly, and annual reports, interfaces, and exception files to confirm enrollments, deferral elections, eligibility, contributions, and participant transactions are processed accurately and in accordance with plan provisions.
  • Support Workday implementation and optimization for retirement planning function.
  • Monitor participant eligibility and calculate or validate 401(k) and profit-sharing entry dates, as required, based on applicable plan provisions and employee data.
  • Support administration of the Company's executive non-qualified deferred compensation plan, including elections, contributions, distributions, participant inquiries, data validation, and vendor coordination.
  • Coordinate and support preparation of the annual Form 5500 filing, schedules, required disclosures and notices, and responses to related information requests.
  • Analyze plan data and trends, including participation, deferral rates, contribution levels, utilization, demographics, transaction activity, and other plan metrics; develop recurring and ad hoc reporting for management.
  • Identify opportunities to enhance plan administration, controls, employee experience, communications, automation, data quality, and operational efficiency.
  • Assist with employee and retiree retirement plan communications, education materials, SPDs, required notices, and other plan-related content.
    Perform special projects, analyses, and other retirement plan responsibilities as assigned.


Requirements:

Education and/or Experience, Knowledge, Skills & Abilities:
  • 5+ years of progressively responsible experience administering large and/or complex 401(k) plans.
  • Bachelor's degree in Human Resources, Finance, Accounting, Business, or a related field.
  • Strong working knowledge of ERISA, the Internal Revenue Code, IRS and DOL requirements, and regulations applicable to qualified defined contribution retirement plans.
  • Demonstrated experience with 401(k) plan operations, compliance testing, payroll and contribution reconciliations, participant eligibility, and recordkeeper or third-party administrator coordination.
  • Strong analytical and creative problem-solving skills, with the ability to independently investigate complex issues, identify root causes, evaluate alternatives, and drive issues to resolution.
  • Excellent written and verbal communication skills, including the ability to explain complex retirement plan provisions and technical concepts clearly to employees, leaders, and business partners at all levels.
  • Detailed oriented and demonstrated commitment to completing assigned responsibilities with a high level of accuracy and timeliness.
  • Advanced proficiency with Microsoft Excel and strong proficiency with Microsoft Office applications; experience working with large data sets, reconciliations, lookups, pivot tables, and data analysis.
  • Strong attention to detail and demonstrated commitment to completing responsibilities with a high level of accuracy, timeliness, and documentation.
  • Ability to effectively prioritize competing tasks and manage multiple projects simultaneously while maintaining quality and meeting deadlines.
  • Ability to exercise sound judgment and discretion when handling sensitive, confidential, and personally identifiable information.

Preferred Qualifications:

  • Bachelor's degree in Human Resources, Finance, Accounting, Business, or a related field.
  • Workday experience.
  • Experience supporting non-qualified deferred compensation plans.
  • Experience with retirement plan audits, Form 5500 preparation, plan governance, and operational correction processes.
    Experience in a large, multi-entity, or complex payroll and HRIS environment.

Working Conditions:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
  • Usually, normal office working conditions.
  • Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.
  • Occasional overnight travel may be required.
  • Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment.

About Energy Transfer Equity

Energy Transfer Equity Careers

Join the dynamic team at Energy Transfer Equity, a leader in the energy sector, and propel your career to new heights in an industry that values innovation and leadership. At Energy Transfer Equity, we offer more than just job opportunities; we provide a platform for professional growth and personal development.

Work You’ll Do

At Energy Transfer Equity, you’ll collaborate with skilled professionals dedicated to advancing the energy landscape through innovation and sustainable practices. Our team is at the forefront of the industry, leading projects that have a global impact. With a variety of positions available, from engineering to business management, Energy Transfer Equity is the place to be for ambitious individuals looking to make a significant impact.

Innovative Growth and Leadership

Step into a role that challenges and excites you every day. Energy Transfer Equity is committed to fostering a culture of innovation where new ideas are welcomed and leadership is cultivated. Here, your career trajectory is supported by robust leadership training and opportunities for advancement.

Diversity and Inclusion

We believe that diversity fuels innovation. Energy Transfer Equity is dedicated to creating a diverse and inclusive work environment where everyone’s voice is heard. Our diversity training programs are designed to empower all employees and help them thrive both professionally and personally.

Benefits and Culture

Choose a career with Energy Transfer Equity and enjoy a comprehensive benefits package that supports your lifestyle and well-being. Our company culture prioritizes work-life balance and offers benefits that enhance your health, happiness, and job satisfaction. From health insurance to retirement plans, we ensure our team is covered.

Internship and Early Career Programs

Kickstart your career with Energy Transfer Equity through our internship and early career programs. These initiatives are tailored to nurture young talent by providing hands-on experience and networking opportunities that build foundational skills for a successful career in the energy sector.

Join Our Team

Explore the numerous job opportunities at Energy Transfer Equity and find the position that best matches your skills and career goals. We are continuously hiring and looking for new talent to join our professional network. Prepare your resume, sharpen your interview skills, and get ready to join a team that’s driving the future of energy.

Stay Connected

Keep up to date with the latest from Energy Transfer Equity: - **Career Insights**: Gain industry-leading insights and career tips directly from the professionals who are shaping the future of energy. - **Job Alert Emails**: Customize your subscription to receive job alerts and insider tips that align with your career preferences.

Explore Energy Transfer Equity Jobs

Whether you’re seeking a new challenge or a fresh start, Energy Transfer Equity offers a range of opportunities to advance your career. Visit our careers page to search for open positions that align with your interests and expertise. Join us and be part of a team that’s committed to excellence and leadership in the energy industry.

READ CAREERS BLOG

Discover the exciting and rewarding opportunities that await at Energy Transfer Equity, where every career journey is met with enthusiasm and support.
Learn more about Energy Transfer Equity
Market Cap
$36.2 billion
Industry
Energy & Utilities
Net Income
-$648 million
Founded
1995
5 Year Trend
+16.2%
Revenue
$38.9 billion
NASDAQ
ET
* Ladders Estimates

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