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Senior Retirement Analyst

5/23/2025

No location specified

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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