Retirement Plan Analytics Specialist

Northwestern Mutual

Reston (VA)

On-site

USD 65,000 - 70,000

Full time

18 hours ago

Be an early applicant

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

401(k) plan

Discretionary bonus

Paid time off

Medical and dental coverage

Job summary

Northwestern Mutual is seeking an analytical Retirement Plan Analyst to support Retirement Plan Advisors in Reston, VA. You will prepare plan reviews, analyze data, coordinate with recordkeepers and TPAs, and develop client-ready materials for advisor and participant meetings.

The role emphasizes data-driven analysis, attention to detail, and strong communication to support planning, transitions, and ongoing client service in partnership with advisors and service providers.

Qualifications

Strong analytical, research, critical-thinking, and problem-solving skills; ability to interpret financial, investment, and participant data.
Knowledge of qualified retirement plans, including 401(k) plan design and administration.
Excellent organization, attention to detail, and ability to manage multiple deadlines.
Strong written and verbal communication skills, including experience preparing reports and client-facing presentations.

Responsibilities

Prepare reports, analyses, recommendations, and presentations for retirement plan reviews and advisor meetings.
Coordinate with recordkeepers and TPAs to obtain plan data, fee information, participant metrics, investment reports, compliance materials, proposals, service agreements, and pricing.
Analyze plan performance, investments, fees, provider services, participant engagement, and benchmarking data to identify opportunities to improve outcomes and service delivery.
Support prospect research and due diligence through fee benchmarking, service comparisons, and presentation materials.
Assist with plan implementations, transitions, and ongoing client service in partnership with advisors, operations teams, and service providers.
Document and maintain workflows and procedures, and recommend improvements to efficiency, accuracy, and consistency.
Research retirement plan administration, compliance requirements, participant issues, industry developments, financial markets, and regulatory changes.
Prepare for participant meetings by gathering statements, contribution information, plan design details, and other relevant data; verify materials for accuracy before meetings.
Perform other duties as assigned.