Retirement Plan Analyst

Enterprise•St. Louis, MO

1d•Onsite

About The Position

Enterprise Mobility is hiring a Retirement Plan Analyst to support retirement plans across 10 countries and a global workforce. The role administers and coordinates retirement programs across Europe, North America, and Puerto Rico, with a focus on accurate, compliant plan operations and a positive employee experience. The analyst partners with HR, Payroll, HRIS, external vendors, and other stakeholders to support participants, administer annual profit-sharing contributions, and coordinate retirement plans with broader employee benefit programs. The position also involves data reconciliations, reporting, and consolidation to maintain accurate information for plan administration, compliance, and business decisions. This position is located at Enterprise Mobility Headquarters, 500 Corporate Park Drive, Clayton, MO 63105.

Requirements

Bachelor’s degree in Accounting, Business, or Finance.
At least 3 years of experience in financial accounting, retirement and/or benefit plan administration, or a related field.
Must be authorized to work in the United States and must not require work authorization sponsorship now or in the future.
Competencies: Analyzing, Communication, Customer Service, Detail-Oriented, Ethics and Values, Executing, Flexibility, and Working With a Team.

Nice To Haves

Certified Public Accountant (CPA) or Certified Employee Benefits Specialist (CEBS).
Experience in data reconciliation, data reporting, or data consolidation.

Responsibilities

Interpret plan provisions, government legislation and regulations, and administrative requirements to monitor compliance with plan rules and timely transaction processing.
Administer retirement programs and ensure the third-party administrator completes record-keeping, loan processing, and contribution application accurately and on time.
Prepare employee account histories and summaries to respond to inquiries from HR contacts, current and former employees, plan record keepers, and court orders.
Monitor data flow through systems supporting retirement plans, identify issues, develop solutions and recommendations, and manage solution implementation with systems developers.
Manage participant communication and education for assigned retirement benefit plans to promote understanding and informed decision-making.
Review plan data, challenge source information, research discrepancies, adjust plan records as necessary, and communicate issues to the Manager to support accuracy and compliance.
Review employee work data, including hours, hire date, and work status, to determine profit-sharing eligibility.
Coordinate enrollment with local HR contacts, plan providers, and employees to ensure a smooth and timely process.
Review and prepare plan-specific vesting calculations and wage, contribution, forfeiture, and other reconciliations to ensure accurate participant account balances and plan records.
Prepare standard and ad hoc plan reports, including monthly and quarterly operational summaries, participation tracking, and demographic summaries.