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Retirement Analyst Jobs in Texas (NOW HIRING)

PEAK6

Senior Retirement Analyst

Austin, TX · On-site

$100 - $140/hr

... Retirement Analyst to support our Retirements team. This role is integral in managing the full lifecycle of retirement account operations, from contributions and distributions to tax reporting and ...

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Energy Transfer

Sr Analyst - Retirement Planning

Houston, TX · On-site

$81K - $101K/yr

The Senior Analyst of Retirement Planning is responsible for design, administration, compliance, governance, and ongoing enhancement of the Company's qualified and non-qualified retirement programs ...

Energy transfer

Sr Analyst - Retirement Planning

Houston, TX · On-site

$81K - $101K/yr

The Senior Analyst of Retirement Planning is responsible for design, administration, compliance, governance, and ongoing enhancement of the Company's qualified and non-qualified retirement programs ...

Devon Energy

Retirement Benefits Specialist

Houston, TX · On-site

Conducts technical analysis of retirement calculations, including service credit repurchase, withdrawals, deferred options, distributions, and actuarial valuations. * Performs data analysis of plan ...

Devon Energy

Retirement Benefits Specialist

Houston, TX · On-site

Conducts technical analysis of retirement calculations, including service credit repurchase, withdrawals, deferred options, distributions, and actuarial valuations. * Performs data analysis of plan ...

MHI

Benefits, Retirement, and Wellness Specialist

TX · On-site

Analyze and support the design and administration of U.S. benefits and retirement programs, ensuring alignment with market practices and employee needs across multiple sites. * Support the ...

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Retirement Analyst information

See Texas salary details

$28.9K

$68.3K

$121.1K

How much do retirement analyst jobs pay per year?

As of Aug 20, 2026, the average yearly pay for retirement analyst in Texas is $68,254.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,900.00 and $81,100.00 per year, depending on experience, location, and employer.

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 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 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.

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, retirement planning, or actuarial work, along with developing skills in data analysis and familiarity with financial software, is important. Professional certifications such as the Certified Retirement Counselor (CRC) or Chartered Financial Analyst (CFA) can enhance job prospects.

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 popular job titles related to Retirement Analyst jobs in Texas?

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

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

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

What cities in Texas are hiring for Retirement Analyst jobs?

Cities in Texas with the most Retirement Analyst job openings:

Retirement Analyst jobs near you
Infographic showing various Retirement Analyst job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $68,254 per year, or $32.8 per hour.

Benefits & Retirement Analyst (Hybrid)

Globe Life Inc.

Mckinney, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago

Globe Life Insurance rating

8.0

Company rating: 8.0 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

166th of 310 rated insurance

Job description

Job Description:
Benefits & Retirement Analyst (Hybrid) Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Benefits & Retirement Analyst? Globe Life is looking for a Benefits & Retirement Analyst to join the team!
This role is responsible for playing a key role in delivering a seamless, employee-centered experience across the organization's benefits, retirement, wellness, and time away from work programs. This position supports both day-to-day administration and long-term strategic initiatives, ensuring programs are compliant, cost-effective, and aligned with organizational goals. The analyst also manages weekly and monthly vendor billing for health and welfare plans, maintaining accuracy, transparency, and strong vendor relationships.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
  • Administer medical, dental, vision, life, disability, and supplemental benefit programs.
  • Support the strategic approach to benefits by identifying trends, employee needs, and opportunities for improvement.
  • Manage new hire enrollments, qualifying life events, and open enrollment activities.
  • Maintain accurate benefits data within HRIS systems.
  • Serve as a Tier 3 resource for employee questions, providing clear and timely guidance.
  • Coordinate with vendors to resolve issues and enhance service delivery.
  • Support administration of Globe Life and American Income Life 401(k) and pension plans in compliance with ERISA and plan documents.
  • Periodically audit enrollments, contribution changes, loans, and pension-related transactions.
  • Assist with annual audits, nondiscrimination testing, and regulatory filings, including annual ADP/ACP non-discrimination testing.
  • Partner with plan advisors and recordkeepers to ensure accurate plan operations.
  • Provide employees with education and resources to support financial well-being.
  • Respond to requests from third-party providers and reconcile payroll contributions.
  • Assist in maintaining employee databases and data integrity with third-party systems.
  • Determine eligibility and contribution levels, complete and submit government forms, and prepare and distribute summary annual reports.
  • Support regular inquiries, investigations, and correspondence with retirees, active, and terminated participants in all retirement plans.
  • Maintain knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits.
  • Support the strategic design and implementation of wellness initiatives that promote physical, mental, and financial health.
  • Facilitate changes with the wellness vendor where applicable, including promotions and vendor integration files.
  • Track participation and evaluate program effectiveness.
  • Develop communications that encourage engagement and reinforce a culture of well-being.
  • Administer time-away-from-work programs including FMLA, ADA, parental leave, short-term disability, long-term disability, and other leave policies.
  • Partner with HR, managers, and third-party administrators to ensure consistent, compliant, and empathetic leave management.
  • Maintain accurate documentation and ensure timely processing of leave requests.
  • Process weekly and monthly vendor invoices for health and welfare plans, ensuring accuracy and timely payment.
  • Reconcile billing discrepancies and collaborate with vendors and payroll to resolve issues.
  • Maintain detailed records to support audits, budgeting, and financial reporting.
  • Support the strategic evaluation of vendor performance and plan costs.
  • Ensure compliance with federal and state regulations including ERISA, ACA, HIPAA, COBRA, FMLA, and IRS guidelines.
  • Prepare required notices, summaries, and employee communications.
  • Support internal and external audits with accurate documentation and reporting.
  • Monitor regulatory changes and recommend updates to policies and procedures.
  • Deliver exceptional customer service with a focus on clarity, empathy, and problem-solving.
  • Create and maintain benefit guides, FAQs, and communication materials.
  • Facilitate benefits orientations and training sessions for employees and managers.
  • Partner with HR leadership to enhance the overall employee experience.

What You Can Bring:
  • Bachelor's degree in HR, Business, Finance, or a related field.
  • 3-5 years of experience in benefits, retirement, or HR administration, including administering group health & welfare and retirement plans.
  • Experience with HRIS and benefits administration systems, including Workday and Fidelity, with a background working with multiple vendors or multi-state populations.
  • Strong understanding of benefits regulations and retirement plan compliance, including ERISA, IRS, DOL, and PBGC regulations, with a proven ability to interpret plan documents and resolve complex participant issues.
  • Advanced analytical skills, high attention to detail, and proficiency with retirement systems, Microsoft Word, Excel, and PowerPoint.
  • Excellent communication and presentation skills with the ability to educate employees, deliver exceptional customer service, and work effectively with cross-functional teams across HR, finance, and legal departments.
  • Ability to work independently and collaboratively with demonstrated resourcefulness in problem-solving.
  • Strong organization and time management skills with the ability to multitask, maintain confidentiality, and work with highly sensitive information in a fast-paced, time-sensitive environment.
  • Certifications preferred but not required: Retirement Plans Associate (RPA), CEBS, CRSP, Certified Pension Consultant (CPC), or related certification.

Applicable To All Employees of Globe Life Family of Companies:
  • Reliable and predictable attendance of your assigned shift.
  • Ability to work full time and/or part time based on the position specifications.

How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
  • Competitive compensation designed to reflect your expertise and contribution.
  • Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
  • Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
  • Paid holidays and time off to support a healthy work-life balance.
  • Parental leave to help our employees welcome their new additions.
  • Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
  • Company-paid counseling for assistance with mental health, stress management, and work-life balance.
  • Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
  • Discounted Texas Rangers tickets for a proud visit to Globe Life Field.

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.

What Globe Life Insurance employees say

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Benefits

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About Globe Life

Sourced by ZipRecruiter

Our Actions Today have a lasting impact on Tomorrow. Therefore, We aim to inspire everyone in our network to help Make Tomorrow Better. At Globe Life, We empower our Customers by offering products that help secure their Financial Future and Protect them from the unexpected. We give our Employees the chance to give back, Support Initiatives with a Service First Mindset, and Promote from within.

Industry

Insurance services and insurance agencies and brokerages

Company size

1,001 - 5,000 Employees

Headquarters location

McKinney, TX, US

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