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Learn about our benefits designed for you to Thrive at work and at home.
We boldly go.
Where is the work:
Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.
We are a dynamic, diverse, and talented team that is passionate about our work and its impact on those we serve. We take great pride in providing excellent customer service and having fun while doing it. We work with subject matter experts and leaders across the enterprise, which helps us develop skills, gain knowledge, and solve problems across a wide range of topics, including HR, communications, financial acumen, change management, project management, and operational excellence.
The Retirement Services Senior Analyst is responsible for ensuring the effective, efficient, and accurate administration of Retirement Services plans through a comprehensive understanding of defined contribution (DC) and defined benefit (DB) plan designs. This role supports annual valuation and audit activities by providing requested information, responding to data inquiries, and overseeing day-to-day 401(k) and pension plan procedures.
Leveraging strong analytical, organizational, and communication skills, this position serves as a subject matter expert in plan administration, compliance, vendor management, reporting, and employee communication and education related to retirement benefits. In addition, the role 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 requirements 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…