Retirement Plan Analyst

Job Title

Retirement Plan Analyst

Job Summary: Champion APi Group’s purpose of Building Great Leaders—we believe everyone is a leader—while leading the strategy, design, governance, and delivery of U.S. benefits for 7,000+ U.S. team members and $75M+ health and wellness spend. Direct vendor and broker performance (medical, pharmacy/PBM & specialty Rx, dental, vision, life/disability, EAP, leave) and develop a high-performing team to deliver measurable outcomes and an exceptional employee experience.

At APi Group, we believe everyone is a leader. You’ll have access to leadership development and a people-first culture that combines small-company agility with large-company opportunity.

Retirement Plan Analyst

We are currently seeking a Retirement Plan Analyst. This position provides end-to-end administration of the company’s Employee Stock Purchase Plan and ad hoc support of the company’s other retirement plans. This role requires subject matter expertise, attention to detail, and collaboration with stakeholders both internal and external.

Primary Responsibilities: 

Employee Stock Purchase Plan Administration (60% of time)

• Maintain frequent correspondence with vendor to manage deliverables and ensure accuracy of plan data.
• Manage monthly indicative files - consolidating and scrubbing data from multiple payroll systems for secure transmission to ESPP vendor.
• Prepare purchase file twice annually, consolidating and auditing data from multiple systems and working with Payroll teams to resolve questions and finalize purchase.
• Collaborate with internal partners and vendors on communications for enrollment windows, purchase periods and key events as well as ongoing participant education.
• Regularly audit contribution data to ensure accuracy of plan/participant data and regulatory compliance.
• Respond to participant inquiries in a timely manner and identify opportunities to improve participant experience.
• Document administrative procedures for the ESPP and update as processes evolve.

General Retirement Plan Administration (40% of time)

• Provide support for other APi retirement plans - 401(k), Profit Sharing and ESOP – and cross-train with team members to maintain general knowledge of plans and ensure adequate coverage.

·      Assist with the consolidation, review and reconciliation of payroll data for annual Profit Sharing and 401(k) match true-up contributions.

·      Participate in annual 401(k) plan audits – data collection and reconciliation, coordinate documentation requests to internal partners, etc.

·      Partner with vendors to coordinate onsite employee education at office locations.

• Complete ad hoc projects as needed (return mail, lost employee searches, etc.)

Requirements:

• High School Diploma or GED

Preferred Qualifications: 

• 2+ years of experience in stock plan administration, compensation, finance, or accounting in a global corporate environment.
• Regulatory knowledge (e.g. ERISA, IRS rules, SEC requirements) and/or professional certifications (e.g. CEBS, ASPPA, etc.) pertinent to plan administration.
• Strong communication skills, including the ability to advocate to vendors on behalf of employees, deliver clear training or educations materials to employees, and craft effective communications.
• Ability to work independently and take initiative and handle high-pressure situations. 
• Attention to detail and accuracy with an eye for efficiency and process improvement.
• Proficiency with Microsoft Office Suite, particularly Excel (vlookup, macros, etc.) for data consolidation and clean-up purposes.

Benefits and Compensation:

This role will be based out of our New Brighton office. The pay range is $62,000 - $92,000, depending on job-related knowledge, skills, and experience. This position is eligible for annual bonus and profit sharing based on company performance in addition to other benefits that support the total well-being of you and your family. Some benefits include:

• Comprehensive Insurance coverage, Medical, Dental, Vision, and more
• Access to corporate fitness center
• Wellness Program
• 401K with employer match
• Discounted company stock (Employee Stock Purchase Plan)
• Profit Sharing
• Generous paid time off
• Growth opportunities through company sponsored leadership development courses and trainings

This position is not eligible for sponsorship.

All offers of employment are expressly contingent upon the satisfactory completion, in accordance with Company policy, of a pre-employment drug screening and background check.