Contract Retirement Plan Analyst (Remote)

Naviga • Philadelphia, PA

5d • Remote

About The Position

The Retirement Plan Analyst is a critical role in the administration, analysis, and ongoing compliance of the firm’s retirement and savings programs. Reporting to the Sr. Benefits Manager, you will support plan governance and data integrity while partnering with internal departments and external service providers to ensure accurate execution of retirement plan operations.

Requirements

• Minimum of 5 years of experience in retirement plan administration or benefits.
• Bachelor’s degree (Finance, Accounting, Business Administration, or HR preferred).
• Proficient with HRIS, payroll systems, and retirement plan recordkeeping platforms.
• Strong analytical skills and a deep knowledge of retirement plan regulations.
• Ability to effectively communicate complex plan provisions to stakeholders with empathy and clarity.
• Detail-oriented professional who thrives in a fast-paced environment.
• Ability to manage competing demands under pressure while producing high-quality, accurate work products.
• Relationship-builder who fosters positive connections with colleagues and third-party vendors.

Responsibilities

• Support day-to-day administration of qualified and non-qualified retirement plans.
• Assist with ERISA, IRS, and DOL compliance requirements, including Form 5500 filings and audit requests.
• Partner with Payroll, HRIS, and Finance to ensure clean data and accurate reconciliation.
• Monitor vendor performance, escalate issues, and serve as a liaison with recordkeepers, trustees, and actuaries.
• Resolve complex participant and payroll-related issues and respond to inquiries regarding distributions and eligibility.
• Monitor regulatory changes and assess their operational impact on plan design and administration.
• Maintain plan documents, amendments, SPDs, and participant notices.

Benefits

• Support financial wellness and retirement education initiatives that directly benefit the firm's employees.
• Gain exposure to complex plan governance, including supporting RFPs, benchmarking, and retirement plan committee meetings.
• Join a team that values excellence, responsiveness, and professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level