Strategic Retirement Plans Analyst

TRAK Group; Cincinnati (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

TRAK Group in Cincinnati, OH is seeking a Senior Retirement Analyst to support the administration of qualified and non-qualified retirement plans. This role provides hands-on processing for defined benefit pension, 401(k), profit sharing, deferred compensation, and related programs, while coordinating regulatory reporting and plan communications.

The ideal candidate will be detail-oriented, analytical, and capable of independent work while managing multiple deadlines and compliance requirements

Qualifications

• Experience administering qualified and/or non-qualified retirement plans.
• Knowledge of retirement programs such as 401(k), defined benefit pension, defined contribution, profit sharing, and/or deferred compensation plans.
• Experience with day-to-day retirement plan processing and administration.
• Strong attention to detail and ability to meet regulatory and operational deadlines.
• Experience coordinating with third-party retirement plan vendors and internal business partners.

Responsibilities

• Support the development, implementation, and administration of qualified and non-qualified retirement plans.
• Administer defined benefit pension, 401(k), defined contribution profit sharing, deferred compensation, and other non-qualified plans.
• Manage daily retirement plan processing and provide backup support to Retirement Specialists.
• Complete and coordinate required regulatory reporting, participant communications, and plan mailings within established deadlines.
• Coordinate with retirement plan vendors and internal business partners to support plan administration.
• Monitor retirement processes for accuracy, compliance, and timely completion.
• Gather and document business requirements for system and process changes impacting retirement programs.
• Develop test matrices, test scenarios, and validation requirements for retirement-related system changes.
• Execute user acceptance testing (UAT) and validate system functionality before implementation.
• Provide technical and consultative support to Retirement Specialists.
• Research and resolve retirement plan administration and processing issues.
• Maintain accurate plan documentation and records.
• Work independently within established guidelines and escalated complex issues to management when appropriate.
• Provide regular updates to management regarding retirement plan activities, issues, and projects.

Skills

Retirement plan administration

Regulatory compliance

Analytical thinking

Attention to detail

Communication skills

Independent work

Job description

TRAK Group in Cincinnati, OH is seeking a Senior Retirement Analyst to support the administration of qualified and non-qualified retirement plans. This role provides hands-on processing for defined benefit pension, 401(k), profit sharing, deferred compensation, and related programs, while coordinating regulatory reporting and plan communications.

The ideal candidate will be detail-oriented, analytical, and capable of independent work while managing multiple deadlines and compliance requirements