Retirement Analyst

This is a fully remote position, open to applicants in Utah.

📋 Description

• Assist caregivers, participants, and retirees in managing retirement-related transactions.

• Offer guidance and support to leadership, participants, and retirees concerning pension plans, retiree welfare benefits, and 401k, 403b, and 457 plans.

• Ensure adherence to ERISA, DOL, and IRS regulations as well as plan documentation.

• Accurately and efficiently process retirement transactions while protecting retirement plan assets.

• Address inquiries, resolve issues, and investigate problems or discrepancies.

• Act as a subject matter expert for defined benefit, retiree welfare, and defined contribution plans.

• Collaborate with Payroll, Benefits, HRIS, Finance, Operations, external trustees, auditors, and third-party administrators.

• Retrieve and analyze data for precise transfer and reporting to trustees and related databases.

• Execute specialized and complex calculations.

• Provide advice on coverage eligibility and process requirements.

• Coordinate payments and transfer benefit payment interface files to stakeholders and external parties.

• Review, authorize, and approve transactions, reconciliations, controls, and processes performed by team members.

• Offer backup support for plan administration, in-house recordkeeping, operations, and trust relations.

• Calculate benefits, establish and manage benefit payments, troubleshoot issues, assess eligibility, and process participant distributions.

• Investigate and respond to cases and escalations.

• Assess employee eligibility to participate in plans based on plan provisions.

• Interpret plan provisions, policies, procedures, and relevant laws.

⛳️ Requirements

• Bachelor's degree, ideally in Business, Finance, Accounting, Economics, or a related field.

• Degree obtained from an accredited institution; educational credentials will be verified.

• Experience in retirement plan administration or an employee benefits-related area.

• Familiarity with regulations impacting retirement benefits plan administration.

• Excellent computer skills, including proficiency with spreadsheets and word processing software.

• Detail-oriented with robust organizational skills.

• Strong problem-solving abilities.

• Preferred: MBA or a graduate degree in Finance, Accounting, Economics, or another business-related field.

• Knowledge of project management, defined benefit plans, defined contribution plans, systems administration, benefits administration, analytical thinking, operational decision-making, complex problem-solving, and coordination.

🏝️ Benefits

• Comprehensive benefits package that supports physical, mental, and spiritual well-being.

• PEAK program offering upfront tuition coverage paid directly to the educational institution.

• Over 100 learning options available through PEAK, including undergraduate studies, high school diplomas, and professional skills and certificates.

• PEAK eligibility starts on the first day of employment.