Retirement Analyst

Position Concept The Retirement Analyst will provide analytical, operational, and compliance support for the retirement benefits program inclusive of defined benefit pension and defined contribution 401(k) plans ensuring compliance with ERISA, IRS and DOL regulations. Supports Tampa Electric Company (TEC) and People's Gas Company (PGS). Primary Duties and Responsibilities Plan Administration and Operations (40%) Administer and support defined benefit and defined contribution plans, including eligibility, contributions, distributions, and participant inquiries. Coordinate day‑to‑day operations with actuaries, recordkeepers and third‑party administrators. Compliance & Governance (25%) Support regulatory compliance activities, including nondiscrimination testing, audits, and required filings. Ensure adherence to ERISA, IRS, and DOL requirements across all retirement plans. Maintain documentation and support internal and external audits and DOL Form 5500 filing. Employee Experience & Communications (25%) Develop and deliver communications to improve employee understanding of retirement programs. Support tools and resources to aid in retirement readiness. Projects & Continuous Improvement (10%) Lead or support retirement‑related projects such as plan changes, system enhancements, vendor management initiatives. Identify opportunities to improve processes, streamline administration, and strengthen governance. Supervision None Relationships Key Internal: Establish working relationships with all levels of team members within the company. Provide interpretation to HR Business Partners. Work with HRIS, payroll, healthcare accounting, corporate tax, and legal departments on a frequent basis to ensure plan specifics, validation, and compliance. Key External: Communicate with active team members, retirees and beneficiaries. Maintain relationships with service providers, actuaries, system programmers, internal/external legal counsel. Qualifications Education Required: Bachelor’s Degree in Business Administration, Human Resources, or related area of study from an accredited institution. Licenses/Certifications Preferred: Society of Human Resources Manager (SHRM) Certification or MS/MA/MBA is highly desirable. Related Experience Required: 3 years of experience in an HR analytical role with focus on retirement plans (defined benefit and defined contributions plans). Experience working with retirement plan vendors, audits, and compliance processes. Working knowledge of retirement plan regulations (ERISA, IRS, DOL). Knowledge/Skills/Abilities (KSA) Required: Demonstrated ability to balance technical retirement expertise with clear, employee-focused communication. Excellent customer service orientation with strong interpersonal and communication skills. Strong analytical skills, with the ability to translate complex data and concepts into clear insights. Proven problem-solving, time management, and decision-making capabilities. High level of discretion, professionalism, and respect for confidentiality. Advanced proficiency in Microsoft Office Suite, including Excel and PowerPoint. Leadership Competencies Speaks up on Safety, Health and the Environment Takes Ownership and Acts with Integrity Drives Operational Excellence for Customers Builds Strong, Collaborative Relationships Cultivates Innovation and Embraces Change Thinks Strategically and Exercises Sound Judgment Working Conditions Work is performed in a normal office environment. Storm Duty Requirements Responding to storms will be considered a condition of employment. TECO Energy and its companies serve a role in providing critical services to our community during an emergency. Team members are required to participate in the response/recovery activities related to emergencies/disasters to maintain service to our TECO Energy customers. Team members are required to work in their normal job duties or other assigned activities. Proper compensation will be made in accordance with the company's rules and procedures. Equal Opportunity Employer TECO Energy is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law, except where physical or mental abilities are a bona fide occupational requirement and the individual is unable to perform the essential functions of the position with reasonable accommodations. Pay Transparency Non-Discrimination Statement The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) ADA Policy It is the policy of TECO Energy to provide reasonable accommodation for all qualified disabled individuals who are employees and applicants for employment, unless it would cause undue hardship. The corporation will adhere to applicable federal and state laws, regulations and guidelines, including, but not limited to the Americans with Disabilities Act (ADA) of 1990 and section 503 and 504 of the Rehabilitation Act of 1970s. Application Accommodations Applicants may request reasonable accommodation in the application process five business days prior to the time accommodation is needed. Pre-Employment Physical Exams Pre-employment physical exams may be required for positions with bona fide job-related physical requirements regardless of disability. #J-18808-Ljbffr