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Retirement Analyst Jobs (NOW HIRING)

mpi

Retirement Benefits Analyst

Los Angeles, CA · On-site

MPI has an opening for a Retirement Benefits Analyst. The Analyst is responsible for assisting with various benefit processes which support the retirement process for Participants in our Pension and ...

OneDigital

Retirement Plan Analyst

Richmond, VA · On-site

$55K - $60K/yr

Perform data analysis and create necessary reports * Plan design and fee benchmarking tools Qualifications, Skills and Requirements: * Investment training or work experiences within the retirement ...

OneDigital

Retirement Plan Analyst

Richmond, VA · On-site

$55K - $60K/yr

Perform data analysis and create necessary reports * Plan design and fee benchmarking tools Qualifications, Skills and Requirements: * Investment training or work experiences within the retirement ...

ABB

Senior Analyst Retirement

Cary, NC · Hybrid

$65K - $104K/yr

Manager, Retirement __ The Senior Analyst Benefits is responsible for delivery of U.S. and Puerto Rico benefit operations, vendor management and benefit program delivery to employees, managers, human ...

Abb Holdings Inc

Senior Analyst Retirement

Cary, NC · On-site

$65K - $104K/yr

Manager, Retirement The Senior Analyst Benefits is responsible for delivery of U.S. and Puerto Rico benefit operations, vendor management and benefit program delivery to employees, managers, human ...

ABB

Senior Analyst Retirement

Cary, NC · On-site

$65K - $104K/yr

Manager, Retirement The Senior Analyst Benefits is responsible for delivery of U.S. and Puerto Rico benefit operations, vendor management and benefit program delivery to employees, managers, human ...

Victaulic

Retirement Specialist

Easton, PA · On-site

Retirement Specialist Job Summary The Retirement Specialist is responsible for the administration ... Reporting & Data Analysis Maintain accurate plan records and generate reports on participation ...

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Retirement Analyst information

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$73.3K

$130K

How much do retirement analyst jobs pay per year?

As of Jul 14, 2026, the average yearly pay for retirement analyst in the United States is $73,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $87,000.00 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 and compliance. They analyze data, prepare reports, and recommend improvements, often using financial modeling tools and industry regulations. The role requires strong analytical skills and knowledge of retirement plan regulations.

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.

Can I retire at 62 with 400,000 in 401k?

A Retirement Analyst understands that retiring at 62 with a $400,000 401(k) depends on factors like expected expenses, withdrawal rates, and other income sources. Generally, $400,000 may be sufficient for a modest retirement if managed carefully, but it might not cover all expenses for a longer retirement without additional savings or income. Planning with a financial advisor and considering tools like retirement calculators can help determine if this amount is adequate for your retirement goals.

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 is the $1000 a month rule for retirement?

The $1000 a month rule is a guideline suggesting that saving or receiving $1000 monthly can help build a retirement fund over time. Retirement analysts often use such benchmarks to estimate savings goals and plan investment strategies, considering factors like inflation and expected expenses.

What are the key skills and qualifications needed to thrive as a Retirement Analyst, and why are they important?

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.
More about Retirement Analyst jobs
What cities are hiring for Retirement Analyst jobs? Cities with the most Retirement Analyst job openings:
What states have the most Retirement Analyst jobs? States with the most job openings for Retirement Analyst jobs include:
What job categories do people searching Retirement Analyst jobs look for? The top searched job categories for Retirement Analyst jobs are:
Retirement Analyst jobs near you
Infographic showing various Retirement Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $73,261 per year, or $35.2 per hour.
Senior Retirement Analyst

Senior Retirement Analyst

Western & Southern Financial Group

Cincinnati, OH

$70K - $92K/yr

Full-time

Medical, Retirement

Re-posted 10 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

44th of 281 rated insurance

Job description

OverviewAssists 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.ResponsibilitiesWhat 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
Employment Type: FULL_TIME

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