Retirement Business Analyst

The American Speech-Language-Hearing Association; Fort Washington (MD); On-site; USD 115,000 - 128,000; Full time

Job summary

The American Speech-Language-Hearing Association (ASHA) is seeking a Retirement Business Analyst to manage day-to-day administration of its DB, cash balance, 457, and DC retirement programs. This role supports pension operations, compliance, and reporting to senior management.

Qualified candidates have a accounting/finance background, 5–8 years of pension experience, and knowledge of ERISA and GAAP. CEBS/RPA is a plus; strong analytical and communication skills are essential.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5-8 years of relevant business experience.
• Experience with defined benefit and defined contribution plans.
• CEBS-RPA a plus

Responsibilities

• Administer retirement plans, including DB, cash balance, 457, and DC.
• Monitor compliance with ERISA, DOL regulations, and GAAP.
• Design retirement education curriculum for staff.
• Maintain pension and financial control schedules.
• Participate in annual pension and financial audits.
• Prepare and deliver key management reports.
• Support budget process guidelines and timelines.
• Produce ad hoc reports for internal and external stakeholders

Skills

ERISA compliance

GAAP knowledge

Pension administration

Financial analysis

Advanced Excel

Communication skills

Budgeting

Audit support

Data interpretation

Education

Bachelor's degree in Accounting or Finance

Tools

Advanced Excel

ERP systems

Financial reporting systems

Job description

American Speech-Language-Hearing Association

Making effective communication, a human right, accessible and achievable for all.

Cluster/Team: Finance Cluster / Budget and Pensions Team

Coach: Director, Budget & Pensions

Salary Range (Non-Negotiable): $114,754 - $127,504

FLSA Exemption Status: Exempt

Description

The Retirement Business Analyst position is responsible for day-to-day administration of the Association's defined benefit (DB) (cash balance plan), 457 plan and defined contribution (DC) (401(k)) retirement plans.

Responsibilities

• Responsible for the day-to-day administration of the retirement plans, including contribution/funding and distribution reconciliations, analyzing and ensuring plan design according to the Plan document
• Monitor, document, communicate and ensure the legal and regulatory compliance and requirements of the defined benefit plan (including cash balance feature), defined contribution plans, and 457b plan.
• Design and execute retirement planning education curriculum for retirement benefit orientation meetings and retirement education sessions for staff
• Maintain internal accounting and pension control schedules
• Participate in annual pension and financial audits
• Serve as a primary resource to design, prepare, and deliver key management reports
• Assist in the development and communication of guidelines, timelines and resources to support the association’s budget processes
• Perform and complete other projects assigned to meet business needs including ad hoc and routine reports and analysis to internal and external stakeholders

Qualifications

Knowledge and skills typically acquired through:

• Bachelor's degree in Accounting, Finance, or related business degree required
• 5-8 years of relevant business experience
• At least 2 -5 years of experience with defined benefit (cash balance plan experience preferred) and defined contribution pension administration, and 457b plan
• Certified Employee Benefit Specialist (CEBS)-Retirement Plans Associate (RPA) a plus

Skills

• Familiarity with ERISA, DOL regulations and GAAP guidelines
• Comprehensive knowledge of the principles of accounting and budgeting
• Demonstrated ability to understand the Internal Revenue Code (IRC) and how it applies to pension plans
• Demonstrated ability to collect and analyze data from a variety of sources to inform decision-making
• Demonstrated knowledge and experience with automated financial accounting systems
• Excellent oral and written communication skills, and strong customer service skills
• Exceptional organizational skills; effective in prioritizing work and following through on commitments, including effective project management skills
• Strong mathematical, problem-solving, and analytical skills
• MS Office skills - Outlook, Word, Excel and PowerPoint at an advanced level

EOE/minorities, women, persons with disabilities, veterans with disabilities and Vietnam veterans are encouraged to apply.

The American Speech-Language-Hearing Association (ASHA) is the national professional, scientific, and credentialing association for 247,000 members, certificate holders, and affiliates who are audiologists; speech-language pathologists; speech, language, and hearing scientists; audiology and speech-language pathology assistants; and students.

American Speech-Language-Hearing Association
2200 Research Blvd., Rockville, MD 20850
Members: 800-498-2071
Non-Member: 800-638-8255