Job Listings

Retirement Plan Analyst

Our client is seeking an experienced Retirement Plan Analyst to join their team. The ideal candidate will have 5-10 years of expertise in 401(k) plan administration, including plan testing, auditing, and overall plan management. Experience with SIMPLE IRA plans administration is also a plus. While exposure to broad-based compensation and executive deferred compensation plan administration is preferred, it’s not mandatory, and training will be provided.

This is great GROWTH opportunity!

 

Key Responsibilities:

  • Administer and manage retirement plans, including 401(k) and SIMPLE IRA plans.
  • Conduct plan testing, auditing, and ensure compliance with regulatory requirements.
  • Perform moderate to complex data analysis related to retirement plans.
  • Reconcile plan data, contributions, and participant records.
  • Collaborate with internal teams and external partners to resolve plan issues.
  • Assist in the development and implementation of plan design changes.
  • Provide support for plan participants, answering inquiries and resolving concerns.
  • Stay updated on retirement plan regulations and industry trends.
  • Train and educate team members on retirement plan administration best practices.
  • Administer broad-based compensation and executive deferred compensation plans.
  • Assists with the compensation salary administration process including job evaluations, compensation recommendations, conducting market data analysis, and compensation related projects.

 

Qualifications:

  • 5-10 years of experience in 401(k) plan administration, including plan testing, auditing, and overall management.
  • Experience with SIMPLE IRA plan administration is a plus.
  • Strong/advanced Excel skills for data analysis and reporting.
  • Attention to detail and a high level of accuracy in plan reconciliations.
  • Ability to adapt to changing regulations and requirements.
  • Excellent communication and interpersonal skills.

 

Location: Energy Corridor (Hybrid)

Thank you for your interest in this role, but this position is now closed. We encourage you to still submit your resume to recruiter@hunterandsage.com for future opportunities that may align with your skills and experience. Thank you!