ZipRecruiter

Log In

1

Retirement Analyst Jobs in Florida (NOW HIRING)

TECO

Retirement Analyst

Tampa, FL

POSITION CONCEPT The Retirement Analyst will provide analytical, operational, and compliance support for the retirement benefits program inclusive of defined benefit pension and defined contribution ...

TECO

Retirement Analyst

Tampa, FL · On-site

POSITION CONCEPT The Retirement Analyst will provide analytical, operational, and compliance support for the retirement benefits program inclusive of defined benefit pension and defined contribution ...

MyFlorida

RETIREMENT ANALYST II - 72002480

Tallahassee, FL · On-site

$42K - $51K/yr

RETIREMENT ANALYST II - 72002480 Pay Plan: Career Service Position Number: 72002480 Salary: $42,995.68 - $51,360.40 Posting Closing Date: 08/03/2026 Total Compensation Estimator Tool Senior Benefits ...

next page

Showing results 1-20

All JobsRetirement Analyst JobsRetirement Analyst Jobs in Florida

Retirement Analyst information

See Florida salary details

$23.2K

$54.7K

$97.1K

How much do retirement analyst jobs pay per year?

As of Aug 9, 2026, the average yearly pay for retirement analyst in Florida is $54,747.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,200.00 and $65,000.00 per year, depending on experience, location, and employer.

What does a retirement analyst do?

A retirement analyst evaluates retirement plans, pension funds, and investment strategies to ensure financial stability for retirees. They analyze data, assess risks, and recommend improvements, often using financial modeling tools and industry regulations to support decision-making.

What are some common challenges retirement analysts face when interpreting complex pension or retirement plan documents?

Retirement Analysts often encounter challenges when deciphering intricate plan documents and regulatory compliance requirements. These documents can contain highly technical language and frequently change due to updates in legislation, making it essential to stay current on laws like ERISA and IRS guidelines. Analysts must balance accuracy with efficiency, ensuring they interpret provisions correctly while meeting tight deadlines. Collaboration with legal teams, plan administrators, and participants is key to resolving ambiguities and ensuring plan benefits are administered properly.

How to become a retirement analyst?

To become a retirement analyst, typically a bachelor's degree in finance, economics, or a related field is required. Gaining experience in financial analysis, understanding retirement plans, and obtaining certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects. Strong analytical skills and proficiency with financial modeling tools are also important.

How much does a retirement analyst make?

A retirement analyst typically earns a median annual salary of around $70,000 to $90,000, depending on experience, location, and employer size. They often work with financial data, pension plans, and investment strategies, requiring strong analytical skills and knowledge of retirement systems.

What are the key skills and qualifications needed to thrive as a retirement analyst?

To thrive as a Retirement Analyst, you need strong analytical skills, a solid understanding of retirement plans and regulations, and typically a degree in finance, accounting, or a related field. Familiarity with pension administration software, advanced Excel functions, and possibly certifications like CEBS (Certified Employee Benefit Specialist) are highly beneficial. Attention to detail, effective communication, and problem-solving skills help Retirement Analysts interpret complex data and advise clients or employees. These competencies are crucial for ensuring compliance, optimizing retirement outcomes, and providing accurate guidance in a highly regulated environment.
What are popular job titles related to Retirement Analyst jobs in Florida? For Retirement Analyst jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Retirement Analyst jobs in Florida look for? The top searched job categories for Retirement Analyst jobs in Florida are:
Retirement Analyst jobs near you
Infographic showing various Retirement Analyst job openings in Florida as of August 2026, with employment types broken down into 90% Full Time, 5% Part Time, and 5% Contract. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $54,747 per year, or $26.3 per hour.

Retirement Analyst

Strategic Staffing Solutions

Tampa, FL • On-site

Other

Retirement

Re-posted 10 days ago

Job description

Job Description Retirement Analyst Location: Midtown Tampa, FL Schedule: Onsite 4 days/week Pay Rate: Position Overview We are seeking an experienced Retirement Analyst to support the administration, compliance, and ongoing operations of retirement benefit programs for two large utility organizations. This role will work closely with internal stakeholders, retirement vendors, actuaries, and third-party administrators to ensure retirement plans are administered accurately and remain compliant with all applicable regulations. The ideal candidate has hands-on experience supporting both defined benefit pension and defined contribution (401(k)) plans, along with a solid understanding of retirement plan compliance.

Key Responsibilities Retirement Plan Administration Administer defined benefit pension and defined contribution (401(k)) plans. Manage participant eligibility, contributions, distributions, and employee inquiries. Coordinate day-to-day activities with actuaries, recordkeepers, and third-party administrators.

Ensure accurate plan administration and participant support. Compliance & Governance Support retirement plan compliance with ERISA, IRS, and DOL regulations. Assist with nondiscrimination testing, audits, and regulatory reporting.

Prepare and maintain documentation for internal and external audits. Support Form 5500 preparation and filing activities. Employee Communications Create and deliver retirement plan communications and educational materials.

Assist employees with retirement plan questions and resources. Promote retirement readiness through effective communication and support tools. Projects & Process Improvement Participate in retirement plan projects, including plan enhancements, vendor initiatives, and system improvements.

Identify opportunities to improve operational efficiency and strengthen plan governance. Support continuous improvement efforts across retirement programs. Required Qualifications Education Bachelor's degree in Business Administration, Human Resources, Finance, or a related field.

Experience 3+ years of experience supporting retirement benefit programs. Experience administering both defined benefit pension and defined contribution (401(k)) plans. Experience working with retirement plan vendors, auditors, and third-party administrators.

Knowledge of retirement plan compliance, including ERISA, IRS, and DOL regulations. Experience supporting audits and Form 5500 processes. Required Skills Strong analytical and problem-solving abilities.

Excellent written and verbal communication skills. Ability to explain complex retirement concepts to employees in an easy-to-understand manner. Strong organizational and time management skills.

High level of professionalism and confidentiality. Advanced Microsoft Office skills, particularly Excel and PowerPoint. Strong customer service mindset with the ability to build relationships across the organization.

(Must-Haves) Bachelor's degree 3+ years supporting retirement plans Experience with both Defined Benefit Pension and 401(k) plans Knowledge of ERISA, IRS, and DOL regulations Experience with retirement vendors and compliance/audit activities Strong Excel skills Comfortable working onsite 4 days per week in Midtown Tampa

Apply