Retirement Benefits Analyst

This is a Full Time Job


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.

Qualifications

Qualifications:
• Bachelor's degree in Finance, Human Resources, Business, or related field.
• 4 years of experience in retirement plan administration and/or financial wellbeing programs.
• Strong understanding of retirement plan regulations and financial wellness trends.
• Proficiency in Excel, data analysis tools, and HRIS systems (e.g., SAP).
• Excellent analytical, communication, and project management skills.

Preferred Qualifications
• ASPPA, CEBS, CRPS, or other relevant certification.
• Experience with financial wellness platforms and retirement plan recordkeeping systems.
• Familiarity with behavioral finance and employee engagement strategies.

Additional Information:
• Hybrid: This position has been designated as hybrid, generally contributing from the office a minimum of three days per week. Subject to change based on Manager discussion or business need.

VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.