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Day & Zimmermann · 1 week ago

Sr. Retirement Plan Analyst

Philadelphia, PA

Full-time

Onsite

Senior Level

$81K/yr - $121K/yr

5+ years exp

Day & Zimmermann is a long-established company with over a century of experience in various industries including construction, engineering, and staffing. The Sr. Analyst, Retirement Plan will administer complex defined contribution plans, ensure compliance with regulations, and collaborate with HR and external vendors to resolve issues and support projects.

CommunitiesInformation Technology

Hiring Manager

Chelsea English, MBA

Responsibilities

Administer 401(k) plans and certain pension plan functions. Partner with plan vendors to ensure compliance, implement plan changes/new groups as needed, troubleshoot problems and process non-recurring specialized transactions. Respond to escalated inquiries from employees, HR representatives, and third parties. Participate in RFPs, implementations, and other projects

Gather and analyze data from multiple payroll systems and recordkeepers to ensure compliant operation of plans. Perform data analysis to support business needs including labor negotiations and benchmarking

Coordinate annual compliance events including: annual report filing and SAR/Fee Disclosure and SPD distribution, audits, and year-end testing for 401(k) plans. Provide support for quarterly Benefits Committee meetings

Compose/maintain participant communications and presentations for employees and HR. Develop and execute annual education plan with 401(k) recordkeeper. Promote financial wellness offerings and education on company intranet

Support the compensation team with data analysis and regular audits of data

Qualification

ERISA/DOL complianceData analysisMicrosoft ExcelHRIS database reportingAnalytical skillsEmployee Benefits Specialist certificationCertified Benefits Professional certificationProblem-solving skillsOrganizational skillsCommunication skills