Retirement Senior Analyst jobs in United States
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Christian Brothers Services · 10 hours ago

Retirement Senior Analyst

Christian Brothers Services is a not-for-profit organization dedicated to supporting and serving the Catholic Church and its ministries across the nation. They are seeking a Full-time Retirement Senior Analyst to deliver high-quality pension and retirement services through accurate retirement plan administration, providing technical expertise and data analysis while collaborating with internal teams and external partners.

EducationHealth CareRetirement

Responsibilities

Review and certify final benefit calculations, including manual and complex cases (e.g., QDROs, late retirement)
Identify and implement process improvements that enhance operational efficiency and participant experience
Resolve escalated participant and employer inquiries and coordinate with Plan Consultants and Coordinators as needed
Serve as liaison to Administration Provider and other vendors, direct team on most efficient use of benefit administration technology, review system updates, and manage requests for system changes
Guide employers through unique plan issues (closures, reporting errors, transfers, breaks in service), document resolutions and ensure administrative procedures are implemented
Train staff on plan administration/system to develop team capabilities
Manage preparation and review of annual actuarial valuation census extracts and ad hoc data needs
Oversee data cleanup projects
Potential to support 403(b) plan administration as pension workloads shift (data, procedures, cleanup projects, etc.)

Qualification

Retirement plan administrationPension analysisDefined benefit plansActuarial dataBenefit administration systemsAnalytical skillsAttention to detailCommunication skillsTime management

Required

Bachelor's degree in finance, accounting, business, mathematics, or a related field, or equivalent experience
Significant experience in retirement plan administration, pension analysis, or benefits operations
Strong understanding of defined benefit pension plans and complex benefit calculations
Experience working with actuarial data and benefit administration systems (MARC experience preferred)
Strong analytical skills with a high level of accuracy and attention to detail
Ability to manage multiple priorities and communicate effectively with internal and external stakeholders

Preferred

MARC experience

Benefits

403(b)
403(b) matching
Pension
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

Company

Christian Brothers Services

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Christian Brothers Services deals with cooperative programs in the areas of school management, retirement, property, health and consulting.

Funding

Current Stage
Growth Stage

Leadership Team

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Patrick Lynch
CEO & President
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Michael Lesiak
CFO/ Treasurer
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Company data provided by crunchbase