Senior Retirement Plan Analyst- 3622643

The Senior Retirement Plan Analyst is responsible for the administration, compliance, and operational oversight of the firm’s retirement programs, including the 401(k), Profit Sharing, and Cash Balance pension plans. The role ensures seamless integration with payroll and partner compensation, maintains compliance with ERISA, IRS, and Department of Labor regulations, and collaborates with external vendors, actuaries, and auditors. As the firm’s internal subject matter expert, this individual plays a critical role in audits, regulatory filings, partner communications, and ongoing process improvement initiatives.

Key Responsibilities

• Administers the Firm’s 401(k), Profit Sharing, and Cash Balance retirement plans in accordance with plan documents, ERISA, IRS regulations, and Department of Labor requirements.
• Serves as the Firm’s internal subject matter expert on retirement plan administration, compliance, and operations.
• Ensures accurate and timely processing of employee and partner contributions, profit sharing allocations, and Cash Balance credits.
• Coordinates closely with Payroll and other stakeholders to ensure accurate integration of retirement plan data with employee wages and partner compensation.
• Reconciles payroll deductions, employer contributions, plan funding requirements, and participant data across systems and vendors.
• Ensures compliance with regulatory requirements, including contribution limits, nondiscrimination testing (ADP/ACP), top heavy determinations, and eligibility rules.
• Supports and coordinates preparation of Form 5500 filings, schedules, disclosures, and required notices for all retirement plans.
• Identifies operational, compliance, or data errors and coordinates timely correction and appropriate escalation.
• Maintains accurate plan records, documentation, and controls to support audits, regulatory reviews, and fiduciary oversight.
• Serves as the primary liaison with plan recordkeepers, trustees, TPAs, investment advisors, actuaries, and external auditors.
• Participates in vendor meetings, service reviews, fee benchmarking, and plan evaluations.
• Supports retirement plan audits and compliance testing by providing required documentation and responding to auditor inquiries.
• Responds to employee and partner inquiries regarding but not limited to retirement plan participation, eligibility, contributions, loans, and distributions.
• Assists with employee and partner retirement education initiatives and enrollment communications.
• Develops, maintains, and improves written procedures, workflows, and internal controls related to retirement plan administration.
• Identifies opportunities for automation, process improvement, and risk mitigation across payroll and retirement plan functions.
• Supports plan amendments, vendor transitions, or system implementations as needed.
• Provides reporting and analysis to Finance and Firm leadership related to retirement plan activity, funding, and compliance.
• Calculates profit-sharing entry dates and maintains within database and HRIS.
• Informs applicable stakeholders of regulatory changes affecting the plan.

Education and Experience Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field required.
• 7+ years of progressively responsible experience in retirement plan administration, payroll, benefits administration, or a related financial operations role required.
• Direct experience administering defined contribution plans, including 401(k) and profit-sharing plans required.
• Prior experience supporting or coordinating with cash balance or defined benefit plans strongly preferred.