Analyze plan data and trends, including participation, deferral rates, contribution levels ... Perform special projects, analyses, and other retirement plan responsibilities as assigned.
Analyze plan data and trends, including participation, deferral rates, contribution levels ... Perform special projects, analyses, and other retirement plan responsibilities as assigned.
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
Quick apply
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
Data Analyst
Mclean, VA · On-site
$50K - $115K/yr
Overview We are looking for a seasoned Data Analyst to work with our team and our clients to ... Data Management Plan * Data Asset Catalog * Experience with relational SQL and NoSQL databases
Data Analyst
Mclean, VA · On-site
$50K - $115K/yr
Overview We are looking for a seasoned Data Analyst to work with our team and our clients to ... Data Management Plan * Data Asset Catalog * Experience with relational SQL and NoSQL databases
Data Analyst
Mclean, VA · On-site
$50K - $115K/yr
We are looking for a seasoned Data Analyst to work with our team and our clients to architect and ... Data Management Plan * Data Asset Catalog * Experience with relational SQL and NoSQL databases
Data Analyst
Mclean, VA · On-site
$50K - $115K/yr
We are looking for a seasoned Data Analyst to work with our team and our clients to architect and ... Data Management Plan * Data Asset Catalog * Experience with relational SQL and NoSQL databases
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
Be Seen First
Retirement Plan Service Support Analyst Location: Tulsa, Ok Description: The RPS Support Analyst II ... The position is also responsible for creation and modification of data mapping templates to provide ...
New
Quick apply
Be Seen First
Retirement Plan Service Support Analyst Location: Tulsa, Ok Description: The RPS Support Analyst II ... The position is also responsible for creation and modification of data mapping templates to provide ...
New
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
The Retirement Plan Services Specialist will support a variety of operational, implementation ... Strong Microsoft Excel skills, including the ability to organize, reconcile, and analyze data
Health Plan Data Scientist
Long Beach, CA · On-site
Apply data science and analytical methods (such as segmentation, trend analysis, statistical ... Excellent 401(k) Retirement Saving Plan with employer match * Robust employee recognition program
Health Plan Data Scientist
Long Beach, CA · On-site
Apply data science and analytical methods (such as segmentation, trend analysis, statistical ... Excellent 401(k) Retirement Saving Plan with employer match * Robust employee recognition program
Evaluate retirement program effectiveness through benchmarking, market analysis, participant ... escalations, and data integrity concerns across all plans. * Coordinate and oversee ...
Evaluate retirement program effectiveness through benchmarking, market analysis, participant ... escalations, and data integrity concerns across all plans. * Coordinate and oversee ...
Remote Retirement Plan Compliance Analyst
Portland, OR · On-site +1
$65K - $95K/yr
Tracks and monitors job progress to ensure that all necessary data is requested and received in ... Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
Remote Retirement Plan Compliance Analyst
Portland, OR · On-site +1
$65K - $95K/yr
Tracks and monitors job progress to ensure that all necessary data is requested and received in ... Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
Remote Retirement Plan Compliance Analyst
Fort Worth, TX · On-site +1
$65K - $95K/yr
Tracks and monitors job progress to ensure that all necessary data is requested and received in ... Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
Remote Retirement Plan Compliance Analyst
Fort Worth, TX · On-site +1
$65K - $95K/yr
Tracks and monitors job progress to ensure that all necessary data is requested and received in ... Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
Import census and participant account data. * Perform asset reconciliation/trust accounting ... Excellent verbal, written, analytical, organizational skills and keen attention to detail.
Import census and participant account data. * Perform asset reconciliation/trust accounting ... Excellent verbal, written, analytical, organizational skills and keen attention to detail.
This position requires strong leadership, analytical, communication, and stakeholder engagement ... retirement plan. Responsibilities for the role will include: * Provide strategic and technical ...
This position requires strong leadership, analytical, communication, and stakeholder engagement ... retirement plan. Responsibilities for the role will include: * Provide strategic and technical ...
Retirement Plan Administrator, (RSG)
New Orleans, LA · On-site +1
Import census and participant account data. * Perform asset reconciliation/trust accounting ... Excellent verbal, written, analytical, organizational skills and keen attention to detail.
Retirement Plan Administrator, (RSG)
New Orleans, LA · On-site +1
Import census and participant account data. * Perform asset reconciliation/trust accounting ... Excellent verbal, written, analytical, organizational skills and keen attention to detail.
This position requires strong leadership, analytical, communication, and stakeholder engagement ... retirement plan. Responsibilities for the role will include: * Provide strategic and technical ...
This position requires strong leadership, analytical, communication, and stakeholder engagement ... retirement plan. Responsibilities for the role will include: * Provide strategic and technical ...
Evaluate retirement program effectiveness through benchmarking, market analysis, participant ... escalations, and data integrity concerns across all plans. * Coordinate and oversee ...
Evaluate retirement program effectiveness through benchmarking, market analysis, participant ... escalations, and data integrity concerns across all plans. * Coordinate and oversee ...
Retirement Plan Manager
Stamford, CT · On-site
Evaluate retirement program effectiveness through benchmarking, market analysis, participant ... data integrity concerns across all plans. Coordinate and oversee nondiscrimination testing ...
Retirement Plan Manager
Stamford, CT · On-site
Evaluate retirement program effectiveness through benchmarking, market analysis, participant ... data integrity concerns across all plans. Coordinate and oversee nondiscrimination testing ...
Retirement Plan Associate
$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 ...
Retirement Plan Associate
$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 ...
Retirement Plan Manager
Manhattan, NY · On-site
Evaluate retirement program effectiveness through benchmarking, market analysis, participant ... data integrity concerns across all plans. Coordinate and oversee nondiscrimination testing ...
New
Retirement Plan Manager
Manhattan, NY · On-site
Evaluate retirement program effectiveness through benchmarking, market analysis, participant ... data integrity concerns across all plans. Coordinate and oversee nondiscrimination testing ...
New
Evaluate retirement program effectiveness through benchmarking, market analysis, participant ... escalations, and data integrity concerns across all plans. * Coordinate and oversee ...
Evaluate retirement program effectiveness through benchmarking, market analysis, participant ... escalations, and data integrity concerns across all plans. * Coordinate and oversee ...
Retirement Plan Data Analyst information
See salary details
$34K - $43.3K
4% of jobs
$43.3K - $52.5K
7% of jobs
$52.5K - $61.8K
13% of jobs
$62.4K is the 25th percentile. Wages below this are outliers.
$61.8K - $71.1K
18% of jobs
The median wage is $75.4K / yr.
$71.1K - $80.4K
16% of jobs
$80.4K - $89.6K
13% of jobs
$93.1K is the 75th percentile. Wages above this are outliers.
$89.6K - $98.9K
9% of jobs
$98.9K - $108.2K
5% of jobs
$108.2K - $117.5K
9% of jobs
$117.5K - $126.7K
3% of jobs
$126.7K - $136K
2% of jobs
$34K
$82.6K
$136K
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Sr Specialist - 401(k) Administration & Retirement Planning
Houston, TX • On-site
Full-time
Retirement, PTO
Posted 24 days ago
Energy Transfer rating
9.1
Based on 67 frontline employees who took The Breakroom Quiz
Job description
We value all of our employees who make our growth and success possible. We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities. Come join our award winning over 13,000 strong organization as we fuel the world and each other.
Summary:
The Senior Analyst of 401(k) Administration & Retirement Planning is responsible for design, administration, compliance, governance, and ongoing enhancement of the Company's qualified and non-qualified retirement programs, with primary responsibility for the 401(k) Plan and profit-sharing arrangements. The ideal candidate brings significant 401(k) administration experience, strong analytical and problem-solving skills, sound judgment, and the ability to communicate complex retirement plan concepts clearly to employees at all levels.
Key Responsibilities:
- Administer and support the Company's defined contribution retirement programs, including the 401(k) Plan and profit-sharing plans, in accordance with plan documents and applicable legal and regulatory requirements.
- Ensure retirement plans are administered in compliance with ERISA, the Internal Revenue Code, IRS and U.S. Department of Labor requirements, and other applicable federal, state, and local regulations.
- Coordinate closely with Payroll and HRIS to ensure accurate integration of retirement plan data with employee wages, compensation, eligibility, deductions, and employer contributions.
- Assist with reconciliation of payroll deductions, employer contributions, plan funding requirements, and participation data.
- Review weekly, monthly, quarterly, and annual reports, interfaces, and exception files to confirm enrollments, deferral elections, eligibility, contributions, and participant transactions are processed accurately and in accordance with plan provisions.
- Support Workday implementation and optimization for retirement planning function.
- Monitor participant eligibility and calculate or validate 401(k) and profit-sharing entry dates, as required, based on applicable plan provisions and employee data.
- Support administration of the Company's executive non-qualified deferred compensation plan, including elections, contributions, distributions, participant inquiries, data validation, and vendor coordination.
- Coordinate and support preparation of the annual Form 5500 filing, schedules, required disclosures and notices, and responses to related information requests.
- Analyze plan data and trends, including participation, deferral rates, contribution levels, utilization, demographics, transaction activity, and other plan metrics; develop recurring and ad hoc reporting for management.
- Identify opportunities to enhance plan administration, controls, employee experience, communications, automation, data quality, and operational efficiency.
- Assist with employee and retiree retirement plan communications, education materials, SPDs, required notices, and other plan-related content.
Perform special projects, analyses, and other retirement plan responsibilities as assigned.
Requirements:
Education and/or Experience, Knowledge, Skills & Abilities:
- 5+ years of progressively responsible experience administering large and/or complex 401(k) plans.
- Bachelor's degree in Human Resources, Finance, Accounting, Business, or a related field.
- Strong working knowledge of ERISA, the Internal Revenue Code, IRS and DOL requirements, and regulations applicable to qualified defined contribution retirement plans.
- Demonstrated experience with 401(k) plan operations, compliance testing, payroll and contribution reconciliations, participant eligibility, and recordkeeper or third-party administrator coordination.
- Strong analytical and creative problem-solving skills, with the ability to independently investigate complex issues, identify root causes, evaluate alternatives, and drive issues to resolution.
- Excellent written and verbal communication skills, including the ability to explain complex retirement plan provisions and technical concepts clearly to employees, leaders, and business partners at all levels.
- Detailed oriented and demonstrated commitment to completing assigned responsibilities with a high level of accuracy and timeliness.
- Advanced proficiency with Microsoft Excel and strong proficiency with Microsoft Office applications; experience working with large data sets, reconciliations, lookups, pivot tables, and data analysis.
- Strong attention to detail and demonstrated commitment to completing responsibilities with a high level of accuracy, timeliness, and documentation.
- Ability to effectively prioritize competing tasks and manage multiple projects simultaneously while maintaining quality and meeting deadlines.
- Ability to exercise sound judgment and discretion when handling sensitive, confidential, and personally identifiable information.
Required experience is commensurate with the selected job level:
- The Specialist/Analyst level requires a Bachelor's degree and 2-5 years of relevant job related experience
- The Senior Specialist/Analyst level requires a Bachelor's degree and 5-8 years of relevant job related experience
- The Lead Specialist/Analyst level requires a Bachelor's degree and 8+ years of relevant job related experience
Preferred Qualifications:
- Bachelor's degree in Human Resources, Finance, Accounting, Business, or a related field.
- Workday experience.
- Experience supporting non-qualified deferred compensation plans.
- Experience with retirement plan audits, Form 5500 preparation, plan governance, and operational correction processes.
Experience in a large, multi-entity, or complex payroll and HRIS environment.
Working Conditions:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
- Usually, normal office working conditions.
- Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.
- Occasional overnight travel may be required.
- Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment.
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