Senior Retirement Plan Analyst

Senior Retirement Plan Analyst

We are currently seeking a Senior Retirement Plan Analyst. This position provides end-to-end administration of the company’s ERISA plans and ad hoc support of the company’s other retirement plans (NQDC, M&A legacy plans, ESPP, etc.). This role requires subject matter expertise, attention to detail, and collaboration with stakeholders both internal and external.

Primary Responsibilities:

• Partner with vendors to manage deliverables and ensure efficient and effective operation of the retirement benefits program.
• Lead collection, review and reconciliation of team member data for annual profit sharing and match true-up allocations as well as non-discrimination testing.
• Interpret retirement plan reports, analyze plan data for trends, discrepancies, and improvement opportunities.
• Manage and resolve inquiries from plan participants and internal partners – HR, Finance, Legal, Audit, Accounting, etc.
• Collaborate with vendors to develop and implement retirement plan communication strategy and onsite education.
• Research, document and correct transaction errors within DOL/IRS guidelines to ensure regulatory compliance.
• Assist with ad hoc projects – system upgrades, vendor RFPs, plan design changes, lost employee searches, etc.
• Support annual retirement plan audits and 5500 preparation.
• Document department procedures and update as processes evolve.
• Monitor 401k contribution timing and follow-up with internal payroll contacts as needed.
• Maintain understanding of ERISA provisions and regulations.

Preferred Qualifications: 

• 2+ years of experience in ERISA plan administration, compensation, finance, or accounting in a global corporate environment.
• ERISA knowledge and professional certifications (e.g. CEBS, ASPPA, QKA, QPA, etc.) pertinent to plan administration.
• Strong communication skills, including the ability to advocate to vendors on behalf of employees, deliver clear training or education materials to employees, and craft effective communications.
• Ability to work independently, 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 $80,000 - $121,000, 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.