Retirement Analyst Tufts Medicine

Tufts Medicine

1d•$77,333 - $98,604•Remote

About The Position

The Retirement Analyst supports the administration, compliance, and ongoing operations of the organization’s retirement programs. This role partners closely with internal stakeholders and external vendors to ensure accurate plan execution, regulatory compliance, and strong employee experience.

Requirements

Bachelor’s degree in Human Resources, Business, Finance, or related field.
Two (2) years of experience in retirement benefits or plan administration.
Experience should include working with recordkeepers.

Nice To Haves

Experience working with Fidelity Investments.

Responsibilities

Supports day-to-day administration of retirement plans (e.g., 403(b), 457(b), pension and RMSA).
Monitors and reconciles employee and employer contributions.
Reviews eligibility, enrollment, and distribution activity for accuracy.
Tracks and resolves operational issues in partnership with vendors.
Acts as a primary contact for recordkeepers and partners such as Fidelity Investments and other legacy providers.
Submits, tracks, and resolves service tickets (e.g., contribution errors, eligibility issues).
Coordinates data exchanges and ensures file accuracy between systems.
Supports annual audits in partnership with external firms (e.g., Willis Towers Watson, CBIZ).
Prepares and validates audit documentation and census data.
Assists with regulatory compliance activities (e.g., 5500 filings, plan testing).
Generates and analyzes reports related to contributions, participation, and plan activity.
Identifies discrepancies and recommends corrective actions.
Supports ad hoc reporting requests from leadership.
Identifies opportunities to improve workflows, reduce manual processes, and enhance data accuracy.
Documents standard operating procedures (SOPs) and maintains process documentation.
Assists with complex employee inquiries and escalations.
Partners with HR, Payroll, and HRIS teams to resolve cross-functional issues.