Retirement Plan Analyst
Location: Atlanta, GA or Savannah, GA
The US retirement Industry is the largest retirement market in the world where more than $46 trillion in assets are held in retirement-related accounts, including public and private retirement plans. These accounts collectively support more than $430 billion in revenue for retirement recordkeepers, asset managers, wealth managers and life insurers. Additionally, there is a tremendous growth in this field with more and more states starting to mandate retirement plans. The industry offers many different opportunities for employment and career advancement.
Pursuing a career in the retirement industry can be very rewarding with ample opportunity to grow and succeed. We offer on the job training and we sponsor continuing education through the American Society of Pension Professionals and Actuaries (ASPPA).
We are looking to hire recent college graduates to join our team. Our ideal candidates will possess the following:
- Math, business, statistics, actuarial or accounting bachelor’s degree
- Critical thinking with strong analytical skills
- Exceptional organizational skills, strong attention to detail and ability to multi-task
- Ability to establish priorities, work independently, and proceed with objectives with minimal supervision
Key Responsibilities:
Assist in the administration and compliance of 401(k) plans for our clients.
Conduct data analysis, calculations and audits to ensure plan accuracy.
Collaborate with senior analysts to perform annual testing and tax filings.
Support the preparation of participant statements and annual reports.
Process participant withdrawals and loans.
Respond to client inquiries and assist with problem solving.
Assist with special projects and ad-hoc tasks as directed by serior team members.
What we offer:
Competitive salary , health, dental and retirement benefits.
Comprehensive training and professional development opportunities.
A collaborative and supportive work environment.