Job Summary
A company is looking for a Sr. Retirement Analyst to provide full-service plan administration for defined contribution clients in a remote setting.
Key Responsibilities
- Administer defined contribution plans, including eligibility determination and contribution analysis
- Perform discrimination testing, prepare government filings, and review distributions and loans
- Identify and correct plan errors through document review and regulatory research
Required Qualifications
- Minimum of 5 years' experience in defined contribution administration
- ASPPA designation is preferred
- Experience with Relius and proficiency in Microsoft Office applications
- General knowledge of data analytics and statistics, ideally with a 4-year degree in Mathematics, Business, or a related field
- Additional demonstrated experience may substitute for education
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