ZipRecruiter

Log In

1

Retirement Analyst Jobs in Ohio (NOW HIRING)

Nestle

US Retirement Consultant

Solon, OH · Hybrid

  • Retirement

Advanced data analytics and reporting expertise; experience with pension modeling or forecasting * Demonstrated ability to manage complex vendor relationships and cross-functional projects * Strong ...

CBIZ

Reviewer | Retirement & Investment

North Canton, OH · Hybrid

  • Retirement

Strong problem solver with good business analysis skills (e.g. build business cases, develop and ... Review compliance testing for retirement plans to ensure adherence to regulatory and plan document ...

Accenture

Retirement Management Consultant

Saint Bernard, OH · On-site

$70K - $205K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most ... range of Retirement solutions. * Minimum 3+ years of external consulting/program management ...

New

Accenture

Retirement Management Consultant

Saint Bernard, OH · On-site

$70K - $205K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most ... range of Retirement solutions. * Minimum 3+ years of external consulting/program management ...

New

Northwest Bank

Manager of Retirement Services

Columbus, OH · On-site

$112K - $112K/yr

  • Retirement

The Manager of Retirement Services is responsible for direct supervision of the Retirement Plan ... analysis • Ensure total document and data integrity • Draft and implement updates and ...

next page

Showing results 1-20

All JobsRetirement Analyst JobsRetirement Analyst Jobs in Ohio

Retirement Analyst information

See Ohio salary details

$29.5K

$69.6K

$123.6K

How much do retirement analyst jobs pay per year?

As of Aug 13, 2026, the average yearly pay for retirement analyst in Ohio is $69,649.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,900.00 and $82,700.00 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 Ohio?

For Retirement Analyst jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Retirement Analyst jobs in Ohio look for?

The top searched job categories for Retirement Analyst jobs in Ohio are:

Retirement Analyst jobs near you
Infographic showing various Retirement Analyst job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $69,649 per year, or $33.5 per hour.

Senior Retirement Analyst

Western & Southern Financial Group

Cincinnati, OH • On-site

$70K - $92K/yr

Full-time

Medical, Retirement

Re-posted 11 days ago

Western & Southern Financial Group rating

8.9

Company rating: 8.9 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

48th of 306 rated insurance

Job description

Overview
Assists in the development, implementation and administration of the Company's qualified and non-qualified retirement plans, including the defined benefit pension plan, 401(k) plan, defined contribution profit sharing plan, deferred compensation plans and other non-qualified retirement plans. Completes and coordinates regulatory reporting and mailings related to retirement plans by established deadlines. Coordinates with vendors and internal partners involved with supporting retirement plans. Gathers business requirements, develops and documents test matrices and testing scenarios, and executes user acceptance testing and validation for changes impacting retirement processes and systems. Provides technical consultative support to the Retirement Specialists. Administers daily processing for all the Company's retirement qualified and non-qualified retirement plans, and provides backup for the Retirement Specialists. Works with minimal supervision and is responsible for making an established range of decisions, escalating to the Manager when necessary and updating Manager on a regular basis.
Responsibilities
What you will do:
  • Works with vendors and internal resources to complete regulatory reporting such as 401(k) census and match true-up, discrimination testing and form 5500 filings. Coordinates completion of required regulatory notices including mailing of the Summary Annual Report, QDIA notice, Fee Disclosure and Annual Funding Notice.
  • Assists in the collection and quality assurance of data utilized in annual benefits statements.
  • Completes assigned accounting reconciliations on a monthly basis. Assists with the research and data validation for legal and regulatory requirements including the annual valuation, tax reporting, annual audits and financial statements, discrimination testing, benefit statements, etc.
  • Provides counseling to associates regarding various aspects of retirement, including payable benefits, retiree health and welfare and Social Security and Medicare benefits.
  • Answers associate requests over the telephone or through written correspondence within the time service standards set by the department. Exercises excellent customer service skills ensuring each contact is a positive experience by using a professional tone, displaying empathy as appropriate, being sincere and practicing good listening skills. Uses sound judgment when confronted with an unusual or unfamiliar request.
  • Performs and reviews defined benefit calculations and payments for accuracy and timeliness. Determines eligibility for retirement benefits under the defined benefit plan and determines the appropriate welfare benefits to offer upon retirement. Clearly communicates information to associates verbally and in writing.
  • Establishes and maintains accurate pension records in the pension system, including electronic processing of monthly pension checks and deductions. Also, ensures records are set up accurately for tax reporting.
  • Assists in coordinating projects for plan and regulatory changes and other projects where quality testing is required. Analyzes project risks and ensures that all research, testing, training and documentation deliverables are incorporated into the scope and requirements definition, project scheduling and other necessary activities in the project planning process. Meets all agreed-upon deliverable dates.
  • Responsible for providing first-level technical support related to retirement systems and processes. Works with various Information Technology areas and third party vendors to maintain and enhance systems supporting retirement processing. Determines appropriate course of action in complex situations that may not be addressed by existing policies, procedures or protocols. At times, influences decisions based on system and processing capabilities.
  • Assures timely and accurate processing of enrollments, rollovers, contributions, distributions and loans in the 401(k).
  • Communicates with 401(k) record keeper on a daily basis regarding 401(k) processing and associates' account issues as first level support.
  • Assures timely and accurate processing of enrollments, asset allocation changes, deferrals and distributions in all non-qualified retirement plans.
  • Audits and reconciles pension and 401(k) payroll transactions and approves payroll for processing on a bi-weekly and/or monthly basis as a backup for the Retirement Specialists.
  • Maintains compliance with applicable federal and state laws (e.g., HIPAA) related to privacy, security, confidentiality, and protection of personal information, including, but not limited to, personal health information and personally identifiable information.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications
  • College degree in Finance, Business, or related field or other business or retirement related experience. - Required
  • Demonstrated experience completing multiple assignments simultaneously, and completing assigned tasks accurately and on a timely basis. - Required
  • Proven experience adapting and demonstrating flexibility associated with changes to policies/procedures. - Required
  • Proven experience in Microsoft Office products. - Required
  • Demonstrated advanced level of employer-sponsored retirement plan knowledge in either Defined Benefit or Defined Contribution plan types. - Required
  • Proven excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs to both internal and external partners in a clear and concise manner. This includes demonstrated professional telephone and email communication skills and etiquette and ability to deliver and adverse response in a positive manner at all levels in the organization. - Required
  • Demonstrated strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - Required
  • Proven strong attention to detail with excellent organizational skills. Must cite examples of organization and time management methods used to manage or prioritize workload demands. - Required
  • Demonstrated ability to handle confidential information in a discreet manner. - Required
  • Attainment of, or significant progress towards, the Certified Employee Benefits Specialist (CEBS) or ASPPA QPA or QKA designation - Preferred
Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
Travel Requirements:
  • None

What Western & Southern Financial Group employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply