Retirement Plan Analyst

TSP Talent; Stevens Point (WI); On-site; USD 52,000 - 78,000; Full time

Job summary

TSP talent seeks a Retirement Plans Administrator to support Finance & Insurance solutions by analyzing and administering defined contribution and other qualified retirement plans.

You will administer plan records, perform compliance testing, generate clear reports, stay updated on ERISA and IRS/DOL rules, and contribute to client relationships through reliable execution.

Qualifications

• Strong understanding of qualified retirement plan administration and compliance testing.
• Proficiency in reconciling plan data and validating accuracy.
• Excellent reporting and communication skills for both external and internal audiences.
• Detail-oriented, integrity-driven approach with strong client-service mindset.
• Ability to learn and apply complex ERISA and IRS/DOL rules effectively.

Responsibilities

• Administer and review plan records to ensure data accuracy, compliance, and high-quality client service.
• Perform compliance testing and reconcile plan data across systems and sources.
• Prepare clear, actionable reports for employers and internal partners.
• Stay current on ERISA and IRS/DOL requirements and apply rule updates to plan operations.
• Assist with process improvements and support plan design changes.
• Contribute to long-term customer relationships and business stability through reliable execution.

Skills

retirement plan administration

compliance testing

data reconciliation

reporting

client service

Education

Bachelor's degree in Finance or related field

Tools

Plan administration software

Job description

supporting Finance & Insurance solutions by analyzing and administering defined contribution and other qualified retirement plans.

Key Responsibilities

• Administer and review plan records to ensure data accuracy, compliance, and high-quality client service.
• Perform compliance testing and reconcile plan data across systems and sources.
• Prepare clear, actionable reports for employers and internal partners.
• Stay current on ERISA and IRS/DOL requirements and apply rule updates to plan operations.
• Assist with process improvements and support plan design changes.
• Contribute to long-term customer relationships and business stability through reliable execution.

Qualifications & Skills

• Strong understanding of qualified retirement plan administration and compliance testing.
• Proficiency in reconciling plan data and validating accuracy.
• Excellent reporting and communication skills for both external and internal audiences.
• Detail-oriented, integrity-driven approach with strong client-service mindset.
• Ability to learn and apply complex ERISA and IRS/DOL rules effectively.