Senior Retirement Plan Analyst jobs in United States
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Robert Half · 3 weeks ago

Senior Retirement Plan Analyst

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. The Senior Retirement Plan Analyst will manage the administration of retirement plans and collaborate with stakeholders to ensure smooth operations, requiring strong analytical skills and a solid understanding of retirement benefits.

ConsultingHuman ResourcesRecruitingSecurity

Responsibilities

Oversee the administration of retirement benefit programs by coordinating with vendors to ensure timely and accurate deliverables
Analyze team member data for annual profit-sharing allocations, match true-ups, and non-discrimination testing
Review plan reports, identify trends or discrepancies, and recommend process improvements
Address inquiries from plan participants and collaborate with departments such as HR, Finance, Legal, and Audit
Develop and execute communication strategies with vendors to enhance retirement plan education and outreach
Investigate and correct transaction errors to maintain compliance with regulatory standards
Provide support for special projects involving system updates, vendor evaluations, and plan modifications
Assist in preparing for annual plan audits and ensuring accurate 5500 filings
Maintain and update departmental procedures as processes evolve
Stay informed on regulations and provisions related to retirement plans to ensure compliance

Qualification

Retirement plan administrationRetirement plan regulationsMicrosoft ExcelAnalytical skillsProcess enhancementAutonomous workCommunication skillsAttention to detail

Required

A minimum of 5 years of experience in retirement plan administration, compensation, finance, or accounting within a corporate setting
Comprehensive knowledge of retirement plan regulations and relevant certifications
Exceptional communication skills for effective collaboration with vendors and clear delivery of information to employees
Proven ability to work autonomously, manage priorities, and perform under pressure
Attention to detail and a strong focus on accuracy, with an aptitude for process enhancement
Advanced proficiency in Microsoft Excel, including vlookups and macros, for efficient data management
Familiarity with benefit functions, compensation strategies, and retirement savings plan operations

Benefits

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Company

Robert Half

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🔒 At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Keith Waddell
President and CEO
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Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
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Company data provided by crunchbase