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Robert Half · 3 weeks ago

Sr. Retirement Plan Analyst

Fridley, MN

Contract

Onsite

Mid, Senior Level

$40/hr - $65/hr

2+ years exp

Robert Half is partnering with an organization to find a Senior Retirement Plan Analyst to support the full lifecycle administration of ERISA-qualified retirement plans. This role involves ensuring operational excellence, regulatory compliance, and enhancing participant experience across retirement offerings.

ConsultingHuman ResourcesRecruitingSecurity

Hiring Manager

Annie Stromback

Responsibilities

Provide end-to-end administration support for ERISA-qualified retirement plans, ensuring accurate execution of plan provisions and compliance with applicable regulations

Maintain working knowledge of ERISA, IRS, and DOL requirements and proactively monitor regulatory changes that may impact plan operations

Research, document, and correct transactional errors in accordance with regulatory correction programs and internal governance standards

Support annual compliance activities, including non-discrimination testing, contribution limits, true-ups, and eligibility audits

Serve as a primary point of contact for third-party administrators, recordkeepers, auditors, and other vendors, managing deliverables and holding partners accountable to service standards and timelines

Partner closely with internal stakeholders across HR, Payroll, Finance, Legal, Accounting, and Audit to resolve issues, align processes, and support plan operations

Monitor 401(k) contribution timing and coordinate with payroll partners to ensure timely remittance and proper reconciliation

Lead the collection, validation, reconciliation, and analysis of employee data used for employer contributions, profit-sharing allocations, and compliance testing

Review and interpret retirement plan reports to identify trends, discrepancies, and opportunities for process improvement or risk mitigation

Support annual plan audits and Form 5500 preparation by coordinating data, responding to auditor requests, and ensuring accurate documentation

Manage and resolve escalated inquiries from plan participants and internal partners, providing clear guidance on plan provisions and processes

Collaborate with vendors and internal teams to develop and execute retirement plan communications, education materials, and onsite or virtual education sessions

Ensure communications are accurate, compliant, and accessible to a diverse employee population

Document retirement plan procedures and update process documentation as systems, vendors, or regulations change

Participate in and support special projects, including system implementations or upgrades, vendor RFPs, plan design changes, M&A-related plan integrations, and missing participant searches

Identify opportunities to streamline processes, improve data integrity, and enhance overall operational efficiency

Qualification

ERISA regulationsData analysisRetirement plan operationsMicrosoft ExcelVendor managementProcess improvementCommunication skillsAttention to detailProject management

Required

2+ years of experience supporting ERISA-qualified retirement plans within a corporate, consulting, financial services, or benefits administration environment

Working knowledge of ERISA regulations and retirement plan operations; professional certifications such as CEBS, QKA, QPA, ASPPA, or similar are strongly preferred

Strong communication skills, with the ability to effectively partner with vendors, collaborate cross-functionally, and communicate complex concepts clearly to non-technical audiences

Demonstrated ability to work independently, manage competing priorities, and remain composed in fast-paced or high-pressure environments

High attention to detail with a continuous improvement mindset

Advanced proficiency in Microsoft Excel for data analysis, reconciliation, and reporting (e.g., VLOOKUP/XLOOKUP, pivot tables, macros)

Preferred

Professional certifications such as CEBS, QKA, QPA, ASPPA, or similar

Company

Robert Half

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Founded in 1948

Menlo Park, California, USA

10001+ employees