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.

Key Responsibilities

• Retirement Plan Administration
  • 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.
• Wellbeing Programs
  • 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.
• Compliance & Governance
  • 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.
• Data Analysis & Reporting
  • 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.
• Employee Support & Communication
  • 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.