Retirement Plan Analyst

Responsibilities: Prepare reports, analyses, recommendations, and presentations for retirement plan reviews and advisor meetings. Coordinate with recordkeepers and third-party administrators (TPAs) to obtain plan data, fee information, participant metrics, investment reports, compliance materials, proposals, service agreements, and pricing. Analyze plan performance, investments, fees, provider services, participant engagement, and benchmarking data to identify opportunities to improve outcomes and service delivery. Support prospect research and due diligence through fee benchmarking, service comparisons, and presentation materials. Assist with plan implementations, transitions, and ongoing client service in partnership with advisors, operations teams, and service providers. Document and maintain workflows and procedures, and recommend improvements to efficiency, accuracy, and consistency. Research retirement plan administration, compliance requirements, participant issues, industry developments, financial markets, and regulatory changes. Prepare for participant meetings by gathering statements, contribution information, plan design details, and other relevant data; verify materials for accuracy before meetings. Perform other duties as assigned.

Qualifications: Strong analytical, research, critical-thinking, and problem-solving skills, with the ability to interpret financial, investment, and participant data. Knowledge of qualified retirement plans, including 401(k) plan design and administration. Excellent organization, attention to detail, and ability to manage multiple deadlines. Strong written and verbal communication skills, including experience preparing reports and client-facing presentations. Proficiency in Microsoft Office, particularly Excel and PowerPoint. Experience supporting qualified retirement plans, retirement plan consulting, financial services, or wealth management operations, including data analysis and reporting. A bachelor’s degree in Finance, Business, Economics, Accounting, or a related field is preferred. Experience with recordkeepers, TPAs, investment analysis, fee benchmarking, provider evaluation, workflow improvement, or advisor presentation materials preferred. Work Environment and GrowthThis role involves extended computer work, reviewing financial and electronic materials, using standard office technology, and participating in meetings by phone, video, email, or in person. Success in the position may lead to broader client service responsibilities and leadership opportunities.