Senior Retirement Analyst
A company is looking for a Sr. Retirement Analyst to provide full-service plan administration for defined contribution clients in a remote setting.
Key Responsibilities
Administer defined contribution plans, including eligibility determination and contribution analysis
Perform discrimination testing, prepare government filings, and review distributions and loans
Identify and correct plan errors through document review and regulatory research
Required Qualifications
Minimum of 5 years' experience in defined contribution administration
ASPPA designation is preferred
Experience with Relius and proficiency in Microsoft Office applications
General knowledge of data analytics and statistics, ideally with a 4-year degree in Mathematics, Business, or a related field
Additional demonstrated experience may substitute for education
A company is looking for a Sr. Retirement Analyst to provide full-service plan administration for defined contribution clients in a remote setting.
Key Responsibilities
Administer defined contribution plans, including eligibility determination and contribution analysis
Perform discrimination testing, prepare government filings, and review distributions and loans
Identify and correct plan errors through document review and regulatory research
Required Qualifications
Minimum of 5 years' experience in defined contribution administration
ASPPA designation is preferred
Experience with Relius and proficiency in Microsoft Office applications
General knowledge of data analytics and statistics, ideally with a 4-year degree in Mathematics, Business, or a related field
Additional demonstrated experience may substitute for education