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Retirement Plan Implementation Analyst Jobs (NOW HIRING)

Farmers National Bank

Review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports ... Develop and implement any plan amendments as necessary * Update plan specifications. Allocate ...

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

Definiti is a national retirement services company that helps clients manage and administer their ... Analyze plan provisions and census data to determine eligibility, key/highly compensated employees ...

FactSet

Implementation Analyst

New York, NY · On-site

Your Team's Impact Join our dynamic Implementation Team, where you'll efficiently manage onboarding ... This includes health, life, and disability insurance, as well as retirement savings plans and a ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

Definiti is a national retirement services company that helps clients manage and administer their ... Analyze plan provisions and census data to determine eligibility, key/highly compensated employees ...

Benetrends

Retirement Plan Analyst (401k)

Lansdale, PA · Remote

$70K/yr

About the Role We Are Excited to Welcome a Retirement Plan Analyst - Total Administration (401(K)) to Our Team! You'll Take Ownership of the Day to Day Administration and Compliance of a Portfolio of ...

OneDigital

Retirement Plan Administrator

Phoenix, AZ · On-site

Partner with Implementation and Client coordinating with 401k provider * Work with clients and ... Knowledge of retirement plan laws, regulations, and applicable legal requirements is desired

CYNET SYSTEMS

Implementation Analyst

Mason, OH · On-site

$49 - $54/hr

Implementation coordination. * Project tracking. * Issue management. * Data validation. * Testing ... Medical, Dental, and Vision Insurance * 401(k) Retirement Plan * Health Savings Account (HSA)

Factset

Implementation Analyst

Manhattan, NY · On-site

Your Team's ImpactJoin our dynamic Implementation Team, where you'll efficiently manage onboarding ... This includes health, life, and disability insurance, as well as retirement savings plans and a ...

Factset

Implementation Analyst

New York, NY · Hybrid

Your Team's Impact Join our dynamic Implementation Team, where you'll efficiently manage onboarding ... This includes health, life, and disability insurance, as well as retirement savings plans and a ...

Empower Retirement, LLC

NY · On-site

$72K - $101K/yr

This role uses data-driven, analytical thinking to lead impactful conversations with participants ... This Retirement Plan Advisor will work with public employees in Jacksonville, FL and must be based ...

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Retirement Plan Implementation Analyst information

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$32.5K

$97.3K

$170K

How much do retirement plan implementation analyst jobs pay per year?

As of Sep 11, 2026, the average yearly pay for retirement plan implementation analyst in the United States is $97,293.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $120,500.00 per year, depending on experience, location, and employer.

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For Retirement Plan Implementation Analyst jobs, the most frequently searched job titles are:

Infographic showing various Retirement Plan Implementation Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $97,293 per year, or $46.8 per hour.

Retirement Plan Consultant

Fairview Park, OH • On-site

Farmers National Bank of Canfield
See more jobs at Farmers National Bank of Canfieldexternal

Full-time

Re-posted 9 days ago

Key responsibilities

  • Review, analyze, amend Defined Contribution plans, and prepare related reports and summaries.

  • Prepare government filings, loan documents, amortization schedules, and track loan payments.

  • Compile information for allocation reports, reconcile plan assets, and conduct compliance tests.

Job description

SUMMARY: Review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports and recommendations. Prepare and submit required government reports and document filings as necessary. Additionally, this role is responsible for preparing reports and presentations for clients, preparing loan documents and amortization schedules and tracking loan payments.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Compile various types of information needed to produce quarterly, semi-annual or annual allocation reports: review and update plan specifications, input census, identify Highly Compensated Employees and Key Employees; prepare SPD enrollment list for newly eligible employees; identify employees past normal retirement age or over 70 1/2; check vesting; calculate maximum tax-deductible contribution; prepare contribution reporting form, if required
  • Reconcile plan assets for each valuation period
  • Develop and implement any plan amendments as necessary
  • Update plan specifications. Allocate employer contribution(s), forfeitures, and investment earnings to plan participants. Determine the top-heavy status of the plan. Check 415 limits. Conduct other applicable compliance tests or reviews relating to: 410(b), ADP, ACP, 402(g), 401(a)(4). Run benefit statements for plan participants
  • Prepare IRS Form 5500 and any related schedules that are necessary as well as the Summary Annual Report. File Forms electronically
  • Calculate benefits for participants due to termination, hardship withdrawals, loans, required minimum distribution or in-service withdrawals. Determine taxable amounts and distribution codes
  • Prepare loan documents and loan amortization schedules. Track loan repayments
  • Maintain contact with and answers inquiries from various sources: clients, accountants, attorneys, insurance agents, brokers, referrers, participants. Conduct research, if required, to respond to specific questions
  • Prepare special studies for current or prospective clients
  • Prepare the required paperwork for plan termination, including benefit election forms
  • Gather information requested by the IRS for plan audits
  • Prepare Form 1099 and Form 945
  • Maintain professional designation, if applicable
  • Communicate with an accountant during large plan audit, if necessary
  • Communicate with the Department of Labor and/or IRS during audit
  • Attend client meetings as required
  • Work on new cases assigned to set up ASC/AMS. Request prior year's information from client to establish a proper database
  • Keep current on all technical issues related to Defined Contribution Plans
  • In closed cases, remove case files after final allocation has been completed and advise AMS Coordinator to change case status
  • Conduct open enrollments
  • Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations
  • Regular, predictable attendance is an essential requirement of this position
  • Complete all other duties as assigned

EDUCATION AND/OR EXPERIENCE:
  • High School Diploma or G.E.D. required
  • Minimum of two (2) years' experience with defined contribution plans preferred
  • Basic math and/or accounting skills

E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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