Retirement & Pension Analyst

We are seeking an experienced and detail-oriented Retirement Analyst to join our team. The ideal teammate has a strong financial background with proven experience analyzing and interpreting large datasets to join our team. This role involves providing in-depth financial analysis, optimizing retirement plan audits, and ensuring compliance with relevant regulations. Audit weekly payroll 401k deferral files against contribution files sent to the third-party administrator Resolve participant inquiries from 401k and Pension third party administrators Analyze retirement plan spend for financial forecasts External Partner Management Oversee Pension, 401k and Deferred Compensation third party administrators. Coordinate the quarterly Pension and Investment Committee Meetings. Reporting & Documentation Review distribution reports and funding data to ensure accuracy and compliance. Review all Payroll deferrals and distributions for accuracy and timely funding to the appropriate plans. Retirement Projections & Forecasting Utilize actuarial tools and modeling to develop and analyze retirement projections, forecasts, and funding strategies. Leverage external actuarial and administrator partners to assess plan health and advise on strategies to optimize funding and sustainability. Support the administration of the retirement plans including plan changes. Leverage the administrative support of the HR Operations Shared Service team to optimize the employee experience including participant communications, training, and integration with payroll and other systems. Identify potential risks and issues related to plan administration. Proactively resolve issues, escalating when necessary, and providing recommendations to mitigate future risks. Employee Education & Communication Advise on content for employee workshops, presentations, and one-on-one consultations to educate plan participants on retirement benefits, investment options, and plan changes. Qualifications Required Bachelor’s Degree in Finance, Accounting, Actuarial Science, Business, or related field. Required 5+ years of experience in retirement plan administration, pension consulting, or a related field. Ability to analyze complex data, identify trends, and provide actionable recommendations. Strong attention to detail and ability to manage multiple projects simultaneously Proficiency in retirement plan software, spreadsheets (Excel/Google Sheets), and actuarial modeling tools. Strong understanding of defined benefit and defined contribution plans. Knowledge of funding strategies and retirement plan regulations. Excellent verbal and written communication skills. Ability to present complex retirement concepts to clients and internal teams clearly and effectively. In-depth knowledge of retirement-related laws and regulations, including ERISA, IRS, DOL, and PBGC rules. Qualifications Preferred Certifications: Enrolled Actuary (EA), Certified Pension Consultant (CPC), or similar certifications preferred. Strong interpersonal skills and ability to work collaboratively in a team-oriented environment. Ability to manage client expectations and navigate sensitive or complex issues. Experience working with pension and retirement plan stakeholders (e.g., actuaries, plan sponsors, trustees, legal advisors). Ability to adapt to changing regulations and organizational needs. Proven track record of driving improvements and efficiencies in retirement plan management. #J-18808-Ljbffr Comrise