RWJBarnabas Health · 4 hours ago
Retirement Analyst (Remote)
Somerset, NJ
Full-time
Remote
Entry, Mid Level
2+ years exp
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Responsibilities
Supports RWJBH team members and other internal colleagues by assisting with escalated issues; develops solutions and recommends appropriate actions
Participates on the annual plan audits and provides support for inquiries
Performs monthly allocation reports for Finance
Audits and supports quarterly calculation of the retirement plan s non elective contributions
Reviews and processes monthly invoices for retirement plan providers
Coordinates and reviews annual nondiscrimination testing
Tracks annual company contributions, including projections for qualified and non-qualified retirement plans
Supports inquiries with the defined benefit plan and analyzes data for accuracy.
Reviews vendor SOC1 reporting and works with plan vendors and auditors as needed
Collaborates with internal and external partners to ensure plan information on employee intranet is up to date.
Serves as the primary respondent for internal inquires through the internal portal MSP
Collaborates with internal partners (in accounting, treasury, audit, etc.) and plan providers to oversee compliance (internal and external) and identify and implement control updates and process improvements
Coordinates with various recordkeepers for distribution requests
Other projects and responsibilities may be added at the manager s discretion
Qualification
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Required
Bachelor s degree in human resources or related field.
Advanced MS Excel and Query skills. PeopleSoft experience a plus
Willingness to gain retirement and benefits expertise through retirement certification course work and independent learning.
Highly analytical mindset with general understanding of ERISA tax law, retirement administration, and compliance
Strong aptitude and knowledge of Excel with overall ability to generate, modify, re-create workbooks (i.e., Pivot tables, v-look-up, formulas, reporting, graphing, etc.)
Strong knowledge and extensive experience with retirement administration and analysis for following plan design, modification, and administration
Ability to demonstrate judgement, qualitative, quantitative and analytical skills with the ability to highlight and/or summarize key data findings not just generate reports
Align with overall Retirement Team objectives to partner on retirement administration and project work
Call awareness to identified retirement process efficiencies, whenever possible
Have a sense of urgency for work to be completed in a fast-paced environment with tight deadlines
Ability to effectively communicate both written and verbal
Preferred
Minimum 2+ years benefits experience with a retirement focus
Retirement Plan certification (CRP, CEBS, RPA, etc.) preferred
Benefits
Paid Time Off (PTO)
Medical and Prescription Drug Insurance
Dental and Vision Insurance
Retirement Plans
Short & Long Term Disability
Life & Accidental Death Insurance
Tuition Reimbursement
Health Care/Dependent Care Flexible Spending Accounts
Wellness Programs
Voluntary Benefits (e.g., Pet Insurance)
Discounts Through our Partners such as NJ Devils, NJ PAC, Verizon, and more!
Company
RWJBarnabas Health
RWJBarnabas Health (RWJBH) is the largest, most comprehensive academic health care system in N.J., with a service area covering eight counties with five million people.
10,001+ employees
Funding
Current Stage
Late StageTotal Funding
$0.23MKey Investors
New Jersey Food Security Initiative
2024-07-02Grant· $0.23M
Leadership Team
Anthony Cava
President and CEO
Jordan Ruch
Chief Technology Officer
Recent News
2024-04-05
Company data provided by crunchbase
