Job Detail

Pension Plans Junior Analyst

Posted By: Monica Rodis
Reference ID:
Industry: Human Resources
Job Type: Full Time
Location: New York, United States
Salary Offered: $65K to $70K Plus Bonus
Experience Req: 1+

Our client is looking for a Retirement Plans Jr. Analyst to assist the Retirement Plans Operations Supervisor on the administration and analysis of the Firm's qualified retirement plans, including routine daily administrative functions, communications, and database management.


  • Assists with the administration and analysis of the Firm's Savings, Cash Balance and Retirement Plans.

  • Assists with the semi-annual determination of qualified retirement plans' eligibility.

  • Prepares the bi-weekly and semi-monthly Savings Plan payroll reconciliations and assists with rectifying any discrepancies through the preparation of payroll adjustments.

  • Audits weekly part-time reporting, reinstatement and reverse feed.

  • Audits monthly rehires and under $5K population.

  • Audits monthly terminations, prepares and sends termination letters and reviews distribution election forms for completion and accuracy.

  • Assists in the processing of all qualified retirement plans' distributions.

  • Assists with Savings Plan hardship withdrawal requests.

  • Assists with Partner Savings Plan monthly funding process.

  • Assists with the timely, accurate completion of routine projects, including but not limited to: Savings Plan catch-up contribution processes, 402g excess contribution refunds, NHCE determinations, annual Statement mailings and investment change mailings.

  • Audits returned mail and researches lost participants.  Updates addresses for former employees.

  • Creates and maintains all qualified retirement plan participants' files and annual administration files including filing all relevant documents.  Organizes various documents within the Firm's document management system.

  • Beneficiary Forms:  Audits participants' qualified retirement plan files for completed beneficiary forms, solicits participants for completed beneficiary forms and scans/maintains forms in document database.

  • Assists in the preparation of annual Savings Plan processing schedules.

  • Conducts new hire orientations.



BS/BA with strong data analysis skills and at least one year working with defined benefits


  • Knowledge of relevant computer systems such as HRIS, Outlook, MS Word, PowerPoint), with the ability to learn new software and operating systems.

  • High proficiency in MS Excel with experience in and knowledge of formulas (i.e., vlookup, pivot tables)

  • Exposure to Defined Contribution and Defined Benefits plans

  • Knowledge of Benefits field and procedures

  • Demonstrates close attention to detail

  • Excellent mathematical and analytical skills

Keywords: Benefits, Pension Plans
Job Record Number: 121
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