Senior Benefits Analyst: Retirement Plans & Strategy

Ledgent Technology; Santa Ana (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Ledgent Technology seeks a Senior Benefits Analyst - Retirement Plans to provide operational support and analytical oversight for the company’s retirement programs, including 401(k), DCP, and SERP. The role leads plan administration, ensures regulatory compliance, and collaborates with vendors and internal partners to optimize retirement offerings.

The ideal candidate has a minimum of five years in benefits, strong analytical skills, and hands-on experience with HRIS platforms such as Workday.

Qualifications

• Bachelor's degree in business, HR, or related field.
• 5+ years of experience in benefits or related field.
• Strong analytical and problem-solving abilities.
• Excellent vendor management and communication skills.
• Proficiency with Microsoft Excel and HRIS systems (Workday or similar).

Responsibilities

• Lead admin and analysis of retirement plan benefits (401(k), DCP, SERP).
• Monitor retirement plan vendors for performance and scope compliance.
• Forecast retirement plan expenses and track budget vs. actual costs.
• Oversee ancillary benefits programs and communications tools for employee understanding.
• Ensure compliance with plan documents and applicable laws/regulations.
• Coordinate Retirement Plan Investment Committee meetings and materials.
• Perform benefits compliance activities (Form 5500/8955-SSA, nondiscrimination testing).
• Collaborate with clients, advisors, auditors, and service providers.
• Stay current on retirement plan regulations through education and research.

Skills

Analytical skills

Vendor management

Communication

Detail-oriented

Excel proficiency

Workday

Education

Bachelor's degree in related field

Tools

Workday

Job description

Ledgent Technology seeks a Senior Benefits Analyst - Retirement Plans to provide operational support and analytical oversight for the company’s retirement programs, including 401(k), DCP, and SERP. The role leads plan administration, ensures regulatory compliance, and collaborates with vendors and internal partners to optimize retirement offerings.

The ideal candidate has a minimum of five years in benefits, strong analytical skills, and hands-on experience with HRIS platforms such as Workday.