Retirement Analyst

QodeFlorida, PR
$38 - $40Hybrid

About The Position

The Retirement Analyst will be responsible for the day-to-day operations of retirement plans, ensuring regulatory compliance, and improving employee understanding and readiness for retirement. This role involves coordinating with various external partners, supporting audits and filings, and leading or assisting in retirement-related projects.

Requirements

  • Bachelor’s degree in Business Administration, Human Resources, or related area of study from an accredited institution
  • 3+ years of experience in an HR analytical role with focus on retirement plans (defined benefit and defined contributions plans)
  • Experience working with retirement plan vendors, audits, and compliance processes
  • Working knowledge of retirement plan regulations (ERISA, IRS, DOL)

Responsibilities

  • Coordinate day-to-day operations with actuaries, recordkeepers and third-party administrators
  • Support regulatory compliance activities, including nondiscrimination testing, audits, and required filings
  • Ensure adherence to ERISA, IRS, and DOL requirements across all retirement plans
  • Maintain documentation and support internal and external audits and DOL Form 5500 filings
  • Develop/deliver communications to improve employee understanding of retirement programs
  • Support tools and resources to aid in retirement readiness
  • Lead or support retirement-related projects such as plan changes, system enhancements, vendor management initiatives
  • Identify opportunities to improve processes, streamline administration, and strengthen governance
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