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Public Consulting Group · 17 hours ago

Sr Retirement Analyst

Full-time

Onsite

Mid, Senior Level

$65K/yr - $95K/yr

4+ years exp

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. The Senior Retirement Analyst manages the day-to-day operations of an employer's retirement plan, ensuring compliance with federal laws and overseeing participant transactions and compliance testing.

ConsultingManagement ConsultingService Industry

No H1B

Responsibilities

Enrolling eligible employees, maintaining accurate participant records, updating deferral rates, and processing status changes (e.g., new hires, terminations)

Overseeing and approving participant transactions, including contributions, distributions, rollovers, hardship withdrawals, and loans, ensuring they adhere to plan rules, Maintaining detailed and accurate records of all plan activities, contributions, and investments

Performing mandatory annual nondiscrimination testing to ensure the plan benefits all employees equitably, not just highly compensated employees

Preparing, signing, and submitting required forms to government agencies, most notably the annual Form 5500 and related schedules, to report on the plan's financial condition and operations

Coordinating and supporting annual plan audits for large plans

Staying updated on changes in federal and state laws and amending plan documents as needed to maintain legal compliance

Strong analytical and problem-solving skills to resolve complex benefit-related issues and correct errors

Excellent communication and interpersonal skills to educate and support plan participants

Detail-oriented approach with strong organizational skills to manage multiple deadlines and compliance requirements

Proficiency with retirement plan administration software

Qualification

Retirement plan administrationCompliance with ERISAAnalytical skillsCommunication skillsOrganizational skillsRetirement plan softwareInterpersonal skillsProblem-solving skillsDetail-oriented