Senior Retirement Services & Compliance Analyst

Trane Technologies plc; United States; Hybrid; USD 33,000 - 101,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Tuition assistance

Job summary

Trane Technologies plc is seeking a Retirement Services Senior Analyst to oversee administration of defined contribution and defined benefit plans. You will support annual valuations, audits, and day-to-day 401(k) and pension plan procedures, acting as SME in plan administration and compliance.

You will conduct research, implement process improvements, and provide project management support across plan design changes, payroll consolidations, and corporate actions.

Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum of 5 years of relevant retirement plan administration experience.
• Strong knowledge of DC and DB retirement plan administration.
• Experience supporting 401(k) audits, non-discrimination testing, accrued benefits processes, and retirement distributions.
• Familiarity with PSW and Empower RPS systems.
• Ability to manage multiple priorities and support special projects.

Responsibilities

• Complete scheduled compliance activities including 401(k) audits and related processes.
• Audit calculations, funding, and payroll file reviews.
• Adhere to schedules to meet production targets and regulatory requirements.
• Serve as SME and PM for mergers, acquisitions, and other corporate actions.
• Respond to Form 5500 and auditor inquiries.
• Coordinate pension data file transmissions with third-party admins.

Skills

Analytical skills

Organizational skills

Communication skills

Project management

Escalation and issue resolution

Education

Bachelor’s degree or equivalent

Tools

PSW

Empower RPS

Job description

Trane Technologies plc is seeking a Retirement Services Senior Analyst to oversee administration of defined contribution and defined benefit plans. You will support annual valuations, audits, and day-to-day 401(k) and pension plan procedures, acting as SME in plan administration and compliance.

You will conduct research, implement process improvements, and provide project management support across plan design changes, payroll consolidations, and corporate actions.