Position Title: Retirement Analyst
*Remote

Position Overview:

Our client, a well-established retirement plan consulting and administration firm, is seeking a Retirement Analyst to join its growing team. This role involves managing a defined contribution book of business while performing full-cycle administration and compliance functions.

The ideal candidate will bring at least 2+ years of A–Z retirement plan administration experience within a TPA environment and be comfortable working independently with minimal supervision. This position requires strong analytical skills, attention to detail, and the ability to communicate effectively with clients and internal teams.

Key Responsibilities:

• Manage full-cycle administration for a defined contribution book of business.
• Gather and analyze census data to determine eligibility and calculate contributions.
• Perform compliance testing and identify discrepancies.
• Reconcile trust assets to participant accounts across multiple investment platforms.
• Prepare required government reporting forms, schedules, notices, disclosures, and participant statements.
• Process distributions, loans, and hardship withdrawals.
• Review and interpret plan document provisions to ensure accurate plan administration.
• Respond directly to client and advisor inquiries.
• Support client onboarding and ongoing servicing.
• Mentor junior analysts and provide technical guidance as needed.
• Assist in process improvement initiatives and workflow enhancements.
• Stay current on ERISA regulations and legislative updates.

Qualifications & Experience:

• Minimum 2+ years of A–Z retirement plan administration experience, preferably in a TPA environment.
• Experience managing own book of business with minimal supervision.
• Experience with ftWilliams software helpful but not required.
• Degree preferred; ASPPA designation or pursuit of credential preferred.
• Understanding of ERISA and Internal Revenue Code requirements.
• Ability to interpret plan documents and legal provisions.
• Strong data analysis and mathematical calculation skills.
• Ability to manage multiple deadlines and projects simultaneously.

Required Skills:

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Ability to read and interpret complex legal and regulatory documents.
• Close attention to detail and accuracy.
• Proficiency in Excel, Word, and other standard office software.
• Ability to work independently and collaboratively within a team environment.
• Professional judgment in handling routine matters; ability to escalate complex issues appropriately.

Benefits:

• Competitive salary.
• Professional development and industry certification support.
• Collaborative, team-oriented work environment.
• Supportive leadership and strong internal training programs.
• Comprehensive benefits package (details provided during interview process).

Details