About the role

  • Retirement Analyst managing defined benefit pension plans for clients and participants in a consulting role. Responsibilities include benefit calculations and client interactions for accurate disbursements.

Responsibilities

  • administration of defined benefit (DB) pension plans on behalf of clients and participants
  • second-signing and processing pension transactions
  • performing and reviewing pension benefit calculations
  • working with data, reviewing forms & letters for participants and beneficiaries
  • interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties
  • completing client requests and responding to participant inquiries
  • analyzing/solving data and complex issues
  • participating in special projects related to DB administration services
  • performing peer-review of work to ensure accuracy and quality
  • reading and interpreting client plan documents/amendments and other documentation
  • guiding client teams to the resolution of escalated client or participant issues
  • coaching and mentoring junior staff

Requirements

  • Bachelor’s Degree or equivalent work experience
  • 5+ years of defined benefit experience working for a benefits consulting firm or plan sponsor
  • Excellent mathematical and analytical skills
  • Exemplary critical thinking and problem-solving skills
  • Ability to balance and prioritize multiple projects in a fast-paced work environment
  • Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality
  • Technically inclined with Microsoft Excel and Word applications
  • Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications
  • Ability to query, modify, set-up, and review test cases used to test pension administration systems (including data, calculations, forms & letters, disbursements, etc.)
  • Experience working with pension disbursements – this includes initial pension payment set-ups, changes, stops, death processing, and reconciliations

Benefits

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Job title

Retirement Analyst

Job type

Experience level

Mid levelSenior

Salary

$67,000 - $127,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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