Retirement Analyst

Versant • New York, NY

3d • $85,000 - $100,000 • Hybrid

About The Position

Position Summary:
The Retirement Analyst is responsible for supporting the strategic design, administration, and analysis of the company’s retirement and wellbeing programs. This role ensures plan compliance, drives employee engagement, and delivers insights that enhance the financial health of the workforce.

Requirements

• Bachelor’s degree in Finance, Human Resources, Business, or related field.
• 4+ years of experience in retirement plan administration and/or financial wellbeing programs.
• Strong understanding of retirement plan regulations and financial wellness trends.
• Proficiency in Excel, data analysis tools, and HRIS systems (e.g., SAP).
• Excellent analytical, communication, and project management skills.

Nice To Haves

• ASPPA, CEBS, CRPS, or other relevant certification.
• Experience with financial wellness platforms and retirement plan recordkeeping systems.
• Familiarity with behavioral finance and employee engagement strategies.

Responsibilities

• Support the administration of defined contribution (401(k) including plan design, compliance, and vendor management.
• Assist with annual audits, nondiscrimination testing, and government filings (e.g., Form 5500).
• Monitor plan performance and recommend improvements to enhance participant outcomes.
• Contribute to the development and execution of wellbeing initiatives, including education campaigns, digital tools, and vendor partnerships.
• Analyze employee engagement and utilization data to assess program effectiveness.
• Collaborate with internal stakeholders to align wellbeing strategies with broader HR and business goals.
• Ensure adherence to ERISA, IRS, DOL, and SEC regulations.
• Maintain plan documentation and support fiduciary oversight processes.
• Stay current on legislative and regulatory changes impacting retirement and wellbeing programs.
• Prepare reports and dashboards on plan metrics, employee participation, and wellness KPIs.
• Provide insights to leadership to inform strategic decisions and improve employee outcomes.
• Support budgeting and forecasting for retirement and wellbeing programs, as well as other Total Rewards initiatives.
• Assist in developing and delivering employee communications, including retirement education, webinars, and financial literacy resources.
• Respond to complex employee inquiries and provide guidance on retirement and wellbeing topics.

Benefits

• This position is eligible for company sponsored benefits, including medical, dental and vision insurance, 401(k), paid leave, tuition reimbursement, and a variety of other discounts and perks.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees