Benefit Analyst, Retirement Plans - (req66897)

Kohler • Kohler, WI

221d • $69,800 - $87,950

About The Position

As a key member of the Global Benefits Center of Expertise (COE), the Benefit Analyst - Retirement Plans supports the administration, accuracy, and compliance of the company's qualified and nonqualified pension, 401(k), and deferred compensation plans. This role requires in-depth knowledge of plan documents, compliance standards, and administrative systems. The analyst collaborates with external partners, HR, and other departments to manage participant-level data, oversee communications, and ensure seamless plan operations. This role also involves developing and executing operational enhancements, maintaining compliance, and assisting with participant education.

Requirements

• Bachelor's degree with a preferred focus in math, business administration, accounting, finance, or related field.
• 5+ years of benefits administration experience, including a minimum of 3 years of equivalent work experience with defined benefit retirement plans.
• Familiar with compliance and reporting requirements applicable to defined benefit qualified and nonqualified pension and 401(k) plans.
• Established track record of developing and implementing project plans and administrative processes.
• Proficiency with pension administration/participant database systems.
• Experienced at communicating technical pension and 401(k) topics with plan participants.
• Advanced Microsoft Office skills with high proficiency in Excel.

Responsibilities

• Act as a subject matter expert on all matters related to the company's retirement plans.
• Ensure the accuracy and compliance of retirement plan processes, including pension calculations, participant enrollments, contributions, and distributions.
• Provide support to associates and HR partners by educating them on plan provisions, administrative processes, and system outputs.
• Oversee participant correspondence, including QDRO processing, documentation, and tracking.
• Ensure the accurate maintenance of retirement plan files (electronic and paper) and internal case management systems.
• Coordinate monthly and annual pension administration tasks, including data reviews and error corrections.
• Manage and maintain plan administration systems, ensuring accuracy of calculations and updates to demographic logic.
• Develop comprehensive operational procedures and ensure they reflect current practices and compliance requirements.
• Collaborate with internal departments (e.g., HRIS, Payroll) to coordinate system programming for retirement plan eligibility and data accuracy.
• Lead data collection for annual audits and government filings, ensuring compliance with regulatory standards.
• Develop participant-level reporting and data analysis to identify trends or inaccuracies.
• Assist with retirement plan communications including reviewing and distributing plan materials to associates.
• Support participants with retirement and projection calculations through the pension self-service system.
• Manage special projects related to plan administration, including deferred compensation enrollments and retirement plan changes.
• Partner with internal and external stakeholders on ad hoc projects and initiatives to support plan improvements.
• Other duties and responsibilities as assigned.

Benefits

• medical
• dental
• vision
• 401k

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Electrical Equipment, Appliance, and Component Manufacturing
• Education Level: Bachelor's degree