Contract Retirement Plan Analyst

Naviga

20h • Hybrid

About The Position

The Retirement Plan Analyst plays 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.
This position offers a hybrid work schedule and can be based in any of the following offices: Atlanta, Baltimore, Boston, Miami, Northern Virginia, Philadelphia, Raleigh, Reston, Short Hills, Washington, DC, Wilmington. The core benefits team is primarily based in Baltimore, MD . Candidates in this area are highly preferred to facilitate closer collaboration with the existing team.

Requirements

• Experienced: You possess a minimum of 5 years of experience in retirement plan administration or benefits.
• Educated: You hold a Bachelor’s degree (Finance, Accounting, Business Administration, or HR preferred).
• Technically Savvy: You are proficient with HRIS, payroll systems, and retirement plan recordkeeping platforms.
• Analytical: You have strong analytical skills and a deep knowledge of retirement plan regulations.
• Communicative: You can effectively communicate complex plan provisions to stakeholders with empathy and clarity.

Responsibilities

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

Benefits

• Flexibility & Work-Life Integration Our client supports a hybrid work model , allowing for a balance between in-office collaboration and remote flexibility. The firm recognizes the importance of meeting business needs while integrating professional responsibilities with personal well-being.
• Stability: This role offers an indefinite duration based on the firm’s ongoing business needs.
• Impactful Work: Support financial wellness and retirement education initiatives that directly benefit the firm's employees.
• Professional Growth: Gain exposure to complex plan governance, including supporting RFPs, benchmarking, and retirement plan committee meetings.
• Collaborative Culture: Join a team that values excellence, responsiveness, and professional development.

What This Job Offers

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