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Trainee Defined Contribution Analyst Jobs Near Me

NetJets & EJM

Procurement Analyst (NJUS)

Columbus, OH · On-site

... the pinnacle of private travel, defined by a signature commitment to unwavering safety ... Health Savings Account with annual employer contribution * Wellness Programs & Discounts * Paid ...

Invesco

Dir Institutional Distr Centrl

Columbus, OH · Hybrid

$125K - $150K/yr

... Defined Contribution, and Global Liquidity sales teams as well as other Invesco business units ... analyst experience with a preference for candidates with existing institutional asset owner ...

NetJets & EJM

Financial Analyst, Senior (NJUS)

Columbus, OH · On-site

$80K - $100K/yr

... the pinnacle of private travel, defined by a signature commitment to unwavering safety ... Health Savings Account with annual employer contribution * Wellness Programs & Discounts * Paid ...

NetJets & EJM

Financial Analyst, Senior (NJUS)

Columbus, OH · On-site

$80K - $100K/yr

... the pinnacle of private travel, defined by a signature commitment to unwavering safety ... Health Savings Account with annual employer contribution * Wellness Programs & Discounts * Paid ...

Wellington Management

RFP Writer

London, OH

... defined benefit and defined contribution - and many other types of institutions. Wellington ... other analytical tools to support deliverables and efficiency gains * A positive, collegial ...

Wellington Management

RFP Writer

London, OH

... defined benefit and defined contribution - and many other types of institutions. Wellington ... other analytical tools to support deliverables and efficiency gains * A positive, collegial ...

SOFIDEL

PM Process Lab Analyst

Circleville, OH · On-site

... defined based on internal equity and external market benchmarks. The final offer will be tailored, reflecting the selected candidate's experience, skills, and overall contribution to the role.

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Trainee Defined Contribution Analyst information

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$136K

How much do trainee defined contribution analyst jobs pay per year?

As of Aug 17, 2026, the average yearly pay for trainee defined contribution analyst in the United States is $92,170.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,500.00 and $116,500.00 per year, depending on experience, location, and employer.

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Trainee Defined Contribution Analyst jobs near you
A map of the United States highlighting the number of Trainee Defined Contribution Analyst job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Trainee Defined Contribution Analyst job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Retirement Plan Consultant

Farmers National Bank of Canfield

Dublin, OH • On-site

Other

This job post has expired today. Applications are no longer accepted.

Job description

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

Qualifications

Education
Bachelors of Finance (preferred)
Bachelors of Accounting (preferred)
High School (required)

Skills
  • Retirement Planning (preferred)

    • 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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