pension fund specialist - Indianapolis - beBeeRetirementAnalyst

    beBeeRetirementAnalyst
    beBeeRetirementAnalyst Indianapolis

    1 week ago

    Job title: Sr Retirement Analyst

    Description

    Senior Retirement Analyst Role

    The Senior Retirement Analyst is responsible for the daily management of an employer's retirement plan to ensure compliance with federal laws like ERISA and the IRS.

    • Participant Management: Enrolling eligible employees, maintaining accurate participant records, updating deferral rates and processing status changes e.g., new hires, terminations.
    • Transaction Processing: Overseeing and approving participant transactions including contributions, distributions, rollovers hardship withdrawals and loans ensuring they adhere to plan rules. Maintaining detailed accurate records of all plan activities contributions investments.

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