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Retirement Analyst


OH - Columbus, OH - Toledo, TN - Nashville

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  Essential Duties and Responsibilities:

  • Collect, scrub, analyze, manipulate, and process complex data
  • Perform a variety of calculations, including contributions, distributions, and earnings
  • Prepare government filings such as Forms 1099-R, 5330, 5500 and 8955-SSA
  • Perform nondiscrimination testing
  • Inspects own work and results and compares them with the consultant and client expectations
  • Researches and develops information to support consultants in resolving client issues / questions
  • Evaluates client situations and processes and recommends solutions to consultants
  • Reconcile all work products
  • Prepare client reports and participant statements
  • Attains individual billing plan and realization goals by performing work efficiently and seeking additional projects
  • Communicates effectively with clients and partners to facilitate day to day operations
  • All other duties as assigned

  Specific/Individual Core Competencies:

  • Basic knowledge of the design, operation, and regulations governing defined contribution plans, including 401(k), ESOP, 403(b), and 457
  • Time management and organizational skills
  • Analytical skills with an emphasis on problem-solving
  • Intermediate Microsoft Office skills, particularly in Excel and/or Access
  • Ability to perform detailed work accurately
  • Verbal and written communication skills


  • Bachelor’s degree, preferably in Business, Mathematics, Finance, or related
  • 2+ years of employee benefits or defined contribution experience
  • Demonstrated record of success in academics and/or on the job

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