Retirement Plan Analyst

LS Solutions; Stevens Point (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

LS Solutions in Stevens Point, WI, seeks a role supporting Finance & Insurance solutions by analyzing and administering defined contribution and other qualified retirement plans. You will ensure accuracy, regulatory compliance, and exceptional client service through compliance testing, plan data reconciliation, and the preparation of clear reports for employers and internal partners.

The position emphasizes ERISA and IRS/DOL rule knowledge, meticulous data validation, and strong analytical

Qualifications

• ERISA rules understanding and IRS/DOL requirements

Responsibilities

• Perform compliance testing for qualified retirement plans
• Reconcile and validate plan data to ensure accuracy
• Prepare and deliver reports to employers and internal stakeholders
• Support process improvements and assist with plan design changes
• Maintain current knowledge of ERISA and IRS/DOL requirements
• Contribute to long-term client relationships and business stability

Skills

ERISA knowledge

Compliance testing

Data validation

Analytical reporting

Client service

Job description

role supporting Finance & Insurance solutions by analyzing and administering defined contribution and other qualified retirement plans. Ensures accuracy, regulatory compliance, and exceptional client service through compliance testing, plan data reconciliation, and preparation of clear reports for employers and internal partners.

Key Responsibilities

• Perform compliance testing for qualified retirement plans
• Reconcile and validate plan data to ensure accuracy
• Prepare and deliver reports to employers and internal stakeholders
• Support process improvements and assist with plan design changes
• Maintain current knowledge of ERISA and IRS/DOL requirements
• Contribute to long-term client relationships and business stability

Qualifications & Skills

• Strong understanding of ERISA and IRS/DOL rules
• Ability to conduct compliance testing and validate retirement plan data
• Detail-oriented with a focus on accuracy and integrity
• Excellent analytical and reporting skills
• Collaborative mindset and commitment to exceptional client service