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Day & Zimmermann · 7 hours ago

Sr. Analyst, Retirement Plan

Philadelphia, PA

Full-time

Onsite

Mid, Senior Level

$81K/yr - $121K/yr

5+ years exp

Day & Zimmermann is a company with over a century of experience, specializing in construction & engineering, operations & maintenance, staffing, and security & defense. The Sr. Analyst, Retirement Plan administers complex defined contribution plans, ensures compliance with regulations, and collaborates with various teams 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 complianceMicrosoft ExcelData analysisHRIS reportingEmployee Benefits SpecialistCertified Benefits ProfessionalCommunication skillsProblem-solving skillsOrganizational skills