Job Summary

We’re looking for a full-time, staff Sr. Retirement Plan Analyst to join our Day & Zimmermann team located in Philadelphia, PA. The Sr. Retirement Plan Analyst administers multiple complex defined contribution plans and provides support for defined benefit plans. The Sr. Retirement Plan Analyst uses reporting tools and data analysis skills to monitor plans and ensure compliance with plan documents and ERISA/DOL requirements. This position works closely with HR Business Partners, Payroll, and external vendors to resolve escalated retirement plan issues and support various projects. The Sr. Retirement Plan Analyst also supports compensation team on data analysis and audits.

As the Sr. Retirement Plan Analyst, here’s the work you’ll do: 

• Administer 401(k) plans and certain pension plan functions. Partner with plan vendors to ensure compliance, implement plan changes/new groups as needed, troubleshoot problems and process non-recurring specialized transactions. Respond to escalated inquiries from employees, HR representatives, and third parties. Participate in RFPs, implementations, and other projects.
• Gather and analyze data from multiple payroll systems and recordkeepers to ensure compliant operation of plans. Perform data analysis to support business needs including labor negotiations and benchmarking.
• Coordinate annual compliance events including: annual report filing and SAR/Fee Disclosure and SPD distribution, audits, and year-end testing for 401(k) plans. Provide support for quarterly Benefits Committee meetings.
• Compose/maintain participant communications and presentations for employees and HR. Develop and execute annual education plan with 401(k) recordkeeper. Promote financial wellness offerings and education on company intranet.
• Support the compensation team with data analysis and regular audits of data.

This role is for you if you have these skills:

• Strong analytical, problem-solving, and organizational skills.
• Proficiency in Microsoft Excel required; experience with HRIS database reporting preferred.
• Knowledge of ERISA/DOL/IRS compliance as it relates to benefit plans.
• Knowledge of 401(k) plan administration.
• Excellent verbal and written communication skills

And if you have these qualifications:

• Bachelor’s degree preferred.
• 5+ years of experience in benefits administration or related field.
• Certified Employee Benefits Specialist (CEBS)-IFEBP or CBP preferred.
• Great attitude and team player. 
• Successful completion of background screening process.

Essential Functions

To ensure a safe work environment while meeting the physical demands of the job, you must be able to perform the following physical and mental tasks, with or without a reasonable accommodation: 

• Visual acuity (e.g., needed to prepare and analyze data, to transcribe documents, to view a computer, to read, to inspect objects, to operate machinery.  

• Repetitive motion of any part of the body  

• Hearing  

• Talking  

• Capacity to think, concentrate and focus for long periods of time.  

• Ability to read complex documents in the English language.  

• Capacity to reason and make sound decisions.  

• Ability to write complex documents in the English language.  

Compensation and Benefits

In compliance with this state’s pay transparency laws, the salary range for this role is $80,640.00 - $120,960.00. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. (The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements). 

We care about our employees and it shows.  Our staff receive a competitive salary and a comprehensive benefits package which includes medical/Rx, dental and vision coverage; life, AD&D and disability insurance; flexible spending accounts; 100% paid maternity leave for up to 12 weeks, parental leave, family leave, other paid time off; voluntary benefits and discount programs to meet our employees’ individual needs including pet insurance for our furry family members!