Retirement Services Sr Analyst

conducts research and data analysis on various aspects of the plans, identifies and implements process improvements, and provides project management support. Job Responsibilities Complete scheduled compliance activities, including 401(k) audits, NDT, accrued benefits, retirement notifications, suspension of benefit notices, mandatory retirement distributions, and related processes. Execute core business activities such as funding, auditing benefit calculations, and reviewing payroll files using systems such as PSW and Empower RPS. Adhere to operational schedules and perform processing activities to ensure production targets, service quality, and legal

are met. Serve as a subject matter expert and project manager for the implementation of mergers, acquisitions, and other corporate actions. Respond to Form 5500 and auditor inquiries. Partner with leadership to address compliance issues, plan interpretation, and legal requirements. Monitor and coordinate the transmittal of pension data files to third-party administrators, while partnering with the Data Integration team to ensure accurate and timely file delivery. Support all required audits conducted throughout the year. Collaborate with third-party suppliers to ensure plan and regulatory compliance, while overseeing the quality control of retirement calculations. Exercise sound judgment in determining when to escalate issues to maintain company compliance. Serve as a subject matter expert and project manager for implementing plan design changes, mergers, acquisitions, and other corporate actions, including payroll consolidations and union changes. Provide support for special projects and other escalated matters. Follow standard operating procedures (SOPs) and contribute to the development of future SOPs. What You Will Bring Bachelor’s degree or equivalent experience Minimum of 5 years of relevant experience Strong knowledge of defined contribution (DC) and defined benefit (DB) retirement plan administration Experience supporting 401(k) audits, non-discrimination testing, accrued benefits processes, retirement notifications, suspension of benefit notices, and mandatory retirement distributions Experience with retirement plan funding, benefit calculation audits, and payroll file review Familiarity with systems such as PSW and Empower RPS Strong understanding of retirement plan compliance, legal requirements, and regulatory processes, including support for Form 5500 and audit inquiries Experience working with third-party administrators, suppliers, and cross-functional internal teams Ability to monitor and coordinate pension data file transmittals with accuracy and timeliness Strong analytical, organizational, and communication skills Ability to exercise sound judgment and escalate issues appropriately to maintain compliance Experience managing or supporting projects related to plan design changes, mergers, acquisitions, payroll consolidations, or union changes Ability to manage multiple priorities and support special projects and escalated matters Commitment to following standard operating procedures and contributing to process improvement Annual Base Salary Range or Hourly Base Pay Range: $56,300.00 - $101,394.99 Compensation Type: Salary Incentive Eligible: No Sales Commission Eligible: No Disclaimer : We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience, travel requirements, and union designation. Our compensation range is generally based on the national average for the country. Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status. Thrive at work and at home: Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives – WE DARE TO CARE! Family building benefits include fertility coverage and adoption/surrogacy assistance. Paid time off includes up to 15 vacation days, paid holidays, sick leave, and additional options to support volunteer and parental leave. 401K match up, educational and training opportunities through company programs along with tuition assistance and student debt support. Disclaimer: Benefit offerings may vary by site as well as Collective Bargaining Agreements and local/state regulations Safety Sensitive Role: No The company designates certain roles as Safety Sensitive. Safety Sensitive roles may require that you pass additional drug screening. We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.