Ledgent Technology · 15 hours ago
Benefits Analyst III
Santa Ana, CA
Full-time
Onsite
Senior Level
5+ years expLedgent Technology is seeking a Senior Benefits Analyst specializing in Retirement Plans to provide operational and analytical support for the administration of the company's retirement benefits. The role involves leading the administration and analysis of retirement plan benefits, ensuring compliance with regulations, and contributing to the annual budget process.
Staffing & Recruiting
Hiring Manager
Heather Walsh
Responsibilities
Lead the administration and analysis of retirement plan benefits, including compliance with plan documents and regulations for the 401(k), Deferred Compensation Plan (DCP), and Supplemental Executive Retirement Plan (SERP)
Monitor retirement plan vendors to ensure that performance aligns with agreed upon scope and service levels
Contribute to the annual budget process by forecasting retirement plan expenses and tracking budget vs. actual costs
Oversee and administer a variety of ancillary benefits programs such as the financial wellbeing program and other related offerings as needed
Provide input for the development of communication tools to boost employee comprehension of our retirement benefit offerings
Ensure plans are operating in compliance with plan documents and all applicable laws or regulations
Manage DCP annual enrollment event and annual and ad-hoc NQ distributions
Complete benefits compliance activities, such as 401k annual audit, reconciling and filing required forms (e.g. Form 5500/8955-SSA), conducting non-discrimination testing, updating and distributing plan documents and required disclosures
Coordinate retirement plan Investment Committee meetings by scheduling meetings, establishing agenda, preparing meeting materials, reviewing notes, and ensuring compliance with Committee guidelines
Using best practices and knowledge of industry and business/customer needs, provide analysis, make recommendations, and support implementation of changes or enhancements to retirement benefit programs
Resolve escalated benefits inquiries from employees, retirees, and other HR stakeholders, ensuring timely and satisfactory resolution of each issue
Manage actuarial valuation data requests by working with external consultants and Finance team
Collaborating with clients, advisors, auditors, and other service providers
Resolve retirement plan (401(k), DCP, SERP) corrections as necessary
Staying current on retirement plan regulations through continuing education and research
Participating in internal process improvement initiatives and team projects
Support additional ad-hoc benefits projects as they emerge
Qualification
Required
Bachelor's degree in business administration, Human Resources, or a related field
5+ years of experience in benefits or relevant professional experience
Strong analytical skills that drive data-driven decisions and comprehensive problem-solving
Excellent vendor management and communication skills
Strong attention to detail and highly organized, with ability to multi-task, meet deadlines and effectively prioritize work
Proficiency in Microsoft Office suite, especially Excel, ensuring streamlined data management and analysis
Understanding of benefits, general HR processes, regulations, and compliance
Hands-on experience with platforms like Workday or similar HRIS systems
Company
Ledgent Technology
Ledgent Technology, a business line of Roth Staffing Companies, utilizes proven processes and their robust professional network to place qualified technology professionals in contract, contract-to-hire, direct-hire roles and project teams throughout the US.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase