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Retirement Plan Analyst: Compliance & Optimization

Jobtailor

  • Coordinate day-to-day operations with actuaries, recordkeepers and third-party administrators
  • 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 filings
  • Develop/deliver communications to improve employee understanding of retirement programs
  • Support tools and resources to aid in retirement readiness
  • 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
Requirements 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) ATS Optimization Keywords Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. Hard Skills Retirement Plan Analysis Nondiscrimination Testing DOL Form 5500 Filings Defined Benefit Plans Defined Contribution Plans Soft Skills Communication Collaboration Project Management #J-18808-Ljbffr Jobtailor

Vacancy posted 2 days ago
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