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Retirement Analyst Jobs (NOW HIRING)

RXO

Senior Analyst, Retirement Plans

Charlotte, NC · On-site

$83K - $104K/yr

As a Senior Analyst, Retirement Plans at RXO, you will lead the day-to-day administration of the company's retirement plans while partnering across Benefits, Finance, HR, and vendors to support ...

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 ...

Manulife

Retirement Consultant

Boston, MA · On-site

Ability to quickly analyze and assess the unique needs of participants, present options and take action accordingly to help participants with their retirement decisions * Assist advisors from partner ...

Manulife

Retirement Consultant

Boston, MA

Ability to quickly analyze and assess the unique needs of participants, present options and take action accordingly to help participants with their retirement decisions * Assist advisors from partner ...

Ball

Retirement and Savings Analyst

Westminster, CO · On-site

$70K - $87K/yr

Designs and generates retirement reports for management on a monthly basis or as requested. * Maintains logs to ensure compliance and provides statistical analysis to management. Coordinates with and ...

OneDigital

Retirement Plan Consultant

Phoenix, AZ · On-site

This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to ...

First Western

Retirement Services Specialist

Denver, CO

$77K - $108K/yr

Retirement Services Specialist Location: Denver, CO (In-Office) Job Type: Full-Time Exempt Salary ... Strong analytical, organizational, and problem-solving skills. * Excellent communication and ...

HDR

Retirement Plans Administrator

Omaha, NE · On-site

The Retirement Plan Administrator is part of the corporate human resources group, which is based in ... A minimum of 3 years hands-on experience with benefits analysis and administration of 401(k) plans ...

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Retirement Analyst information

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$31K

$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 Analyst, Retirement Plans

Senior Analyst, Retirement Plans

RXO

Charlotte, NC • On-site

$83K - $104K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

RXO rating

6.6

Company rating: 6.6 out of 10

Based on 75 frontline employees who took The Breakroom Quiz

263rd of 355 rated logistics

Job description

Accelerate your career at RXO
RXO is a leading provider of transportation solutions. With cutting-edge technology at the center, we're revolutionizing the industry with our massive network and commitment to finding solutions for every challenge. We create more efficient ways for shippers and carriers to transport goods across North America.
As a Senior Analyst, Retirement Plans at RXO, you will lead the day-to-day administration of the company's retirement plans while partnering across Benefits, Finance, HR, and vendors to support broader financial health and welfare initiatives. You will provide analysis, education, and operational support to help employees make informed decisions about their retirement and overall financial well-being.
Please note, this reports on site Monday-Thursday at RXO's Headquarters located at 11215 N Community House Rd, Charlotte, NC 28277 and work from home on Fridays!
What your day-to-day will look like:
Retirement Plan Administration (Primary Focus)
  • Administer the day-to-day operations of multiple retirement savings plans, serving as the subject matter expert for qualified retirement plans in the U.S. and Canada
  • Partner with recordkeepers, trustees, payroll, and internal stakeholders to ensure accurate and timely plan administration
  • Analyze and determine eligibility, contribution levels, annual limits, loan availability, and payment requirements for retirement plans, accounting for situations such as employee leave, death, and termination of employment.
  • Reconcile employee data, required and voluntary contributions, benefit payments, and vendor invoices to ensure financial accuracy and data integrity
  • Support annual non-discrimination testing and ensure ongoing plan compliance with regulatory requirements
  • Prepare, reconcile, and submit retirement plan contributions, benefit payments, and vendor invoices
  • Coordinate U.S. and Canadian retirement plan audits and manage relationships with external auditors and regulatory agencies
  • Ensure all required regulatory filings are completed accurately and submitted on time
  • Monitor legislative and industry changes impacting retirement plans and recommend process or design improvements

Financial Health & Welfare Program Support (Cross-Functional)
  • Partner with Benefits, Finance, and vendors to support financial well-being initiatives, including savings, debt management, and retirement readiness programs
  • Provide analytical support for welfare benefit programs (e.g., medical, dental, vision, life, disability) as needed to support funding, budgeting, and vendor management activities
  • Analyze trends and utilization data across retirement and welfare programs to inform leadership decision-making and annual planning
  • Assist with vendor reconciliations, data validation, and process improvements across financial health and welfare programs
  • Serve as a resource to Benefits team members by providing cross-training and backup support as needed

Education & Communication
  • In partnership with vendors, develop and deliver employee education sessions on retirement and financial well-being topics
  • Prepare reporting and dashboards for leadership, including plan performance, participation trends, and design recommendations
  • Support broader benefits communication efforts that reinforce employee financial wellness

At a minimum, you'll need:
  • Bachelor's degree or equivalent related work or military experience
  • 2+ years of experience in a benefits role with a primary focus on retirement plan administration
  • Working knowledge of employee benefit regulations (ERISA, IRS, DOL, Canada Revenue Agency, etc.)
  • Strong analytical, problem-solving, and data-interpretation skills
  • Strong proficiency in Microsoft Excel
  • Experience with HR, payroll, and benefits administration systems

It'd be great if you also have:
  • Ability to work effectively in a collaborative, cross-functional environment
  • Experience in platforms such as Plan Sponsor Website (PSW), Group Retirement Solutions (GRS), and/or Workday.
  • Experience creating presentation in PowerPoint
  • Customer-focused mindset with strong relationship management abilities
  • ASPPA or CEBS designation

Does this sound like you? Check out what else RXO has to offer.
Why Join Us:
Our Benefits
  • Comprehensive medical, dental, and vision plans
  • 401(k) retirement plan with up to 5% company match
  • Pre-tax accounts to help streamline eligible expenses
  • Company-paid disability and life insurance
  • Employee Assistance Program (EAP)
  • Career and Leadership Development Programs
  • Paid time off, company holidays, and volunteer days

Our Culture
Our values are the key to our unique culture and our ability to deliver for everyone we serve.
We do great things when we are inclusive and work together. To perform with excellence, we learn from one another, value diverse perspectives, operate safely and build strong relationships.
The Next Step
Ready to join our team? We'd love to hear from you. Fill out an application now and join our talent community to learn about future opportunities. We are proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test. The above statements are not an exhaustive list of all required responsibilities, duties, and skills for this job classification. Review RXO's candidate privacy statement here and RXO's Privacy Notice to California Job Applicants here.

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