Actuarial Skills, Analysis Skills, Business Administration, ERISA (Employee Retirement Income Security Act of 1974), External Audit, Human Resources, Internal Audit, Maintain Compliance, Process Improvement, Regulations, Regulatory Compliance, Retirement Plan, Support Documentation, Vendor/Supplier Management, Vendor/Supplier Planning
Retirement Analyst
Company: Utilities Company
Position: Retirement Analyst
Term: 6-month contract expected to be renewed for a total 12 month term
Pay: $38/Hr - $40/Hr
Location: Tampa, FL - 4 days on site 1 day remote
Education: Bachelor's degree in Business Administration, Human Resources, or related area of study from an accredited institution
Experience:
- 3+ years of experience in an HR analytical role with focus on retirement plans (defined benefit and defined contributions plans)
- Experience working with retirement plan vendors, audits, and compliance processes
- Working knowledge of retirement plan regulations (ERISA, IRS, DOL)
Responsibilities:
- Coordinate day-to-day operations with actuaries, recordkeepers and third-party administrators
- Support regulatory compliance activities, including nondiscrimination testing, audits, and required filings
- Ensure adherence to ERISA, IRS, and DOL requirements across all retirement plans
- Maintain documentation and support internal and external audits and DOL Form 5500 filings
- Develop/deliver communications to improve employee understanding of retirement programs
- Support tools and resources to aid in retirement readiness
- Lead or support retirement-related projects such as plan changes, system enhancements, vendor management initiatives
- Identify opportunities to improve processes, streamline administration, and strengthen governance