Retirement Plans Analyst: Compliance, Education & Reporting

The American Speech-Language-Hearing Association (ASHA); Rockville (MD); On-site; USD 75,000 - 110,000; Full time

Job summary

The American Speech-Language-Hearing Association (ASHA) in Rockville, MD seeks a Retirement Business Analyst to manage day-to-day administration of DB (cash balance), 457, and DC (401(k)) retirement plans, ensuring design and regulatory compliance. The role involves contributing to audits, developing staff education, and delivering key management reports.

Qualifications include a Bachelor's in Accounting/Finance and 5-8 years of related experience, with 2-5 years in defined benefit and defined

Qualifications

• Bachelor's degree in Accounting, Finance, or related business field.
• 5-8 years of relevant business experience.
• 2-5 years in defined benefit and defined contribution pension administration, and 457b plan.

Responsibilities

• Administer day-to-day retirement plan operations including contributions, funding, distributions, and plan design compliance.
• Monitor regulatory compliance for DB, DC, and 457b plans.
• Develop and deliver retirement planning education for staff.
• Maintain pension control schedules and prepare management reports.
• Assist in annual pension and financial audits.
• Support budget processes with guidelines and timelines.
• Produce ad hoc and routine reports for internal and external stakeholders.

Skills

ERISA knowledge

GAAP knowledge

Data analysis

Budgeting

IRC knowledge

Communication skills

Project management

MS Office (Advanced)

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Office Suite

Job description

The American Speech-Language-Hearing Association (ASHA) in Rockville, MD seeks a Retirement Business Analyst to manage day-to-day administration of DB (cash balance), 457, and DC (401(k)) retirement plans, ensuring design and regulatory compliance. The role involves contributing to audits, developing staff education, and delivering key management reports.

Qualifications include a Bachelor's in Accounting/Finance and 5-8 years of related experience, with 2-5 years in defined benefit and defined