Broadridge · 21 hours ago
Senior Benefit Analyst Retirement Plans (hybrid NYC & NJ)
New York, NY
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $110K/yr
5+ years expBroadridge is a company dedicated to empowering others to accomplish more, and they are seeking a Senior Benefits Analyst to support their Benefits team in administering retirement benefits. This role involves managing retirement plans, ensuring compliance, and providing guidance to associates and HR partners while also contributing to financial integrity and process improvements.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Manage the complex administration of retirement plans, including 401(k), non‑qualified deferred compensation (NQDC) and executive retirement programs
Monitor and audit data interfaces between Broadridge systems and vendor partners to ensure data accuracy and integrity
Manage and resolve escalated participant issues by researching and coordinating with internal and external stakeholders to deliver timely solutions. Identifies and corrects issues and works with vendor partners to conduct root cause analysis
Review and reconcile deferral elections, plan contributions, employer match, forfeitures, distributions, vesting, and loan activity
Maintain and enhance standard operating procedures and process workflows; proactively identify and implement process improvements
Plays a crucial role in managing financial integrity using the vendor partner interfaces, reporting tools and data analysis skills to monitor plans and complete audits to ensure accuracy and improve plan efficiency
Ensure compliance adherence to ERISA, IRS, Department of Labor and IRC Section 409A regulations and applicable tax and reporting requirements
Completes and supports compliance activities such as Plan Testing, Form 5500 filings, SOX, standard audits, and federal and state regulations
Prepare reports for management and regulatory bodies including data preparation for benchmarking studies, market surveys, extraction of vendor reports and department reporting needs
Facilitates M&A benefit plan due diligence and related activities
Coordinate with external vendors and internal partners to deliver educational materials and programs to promote financial wellbeing and retirement readiness among plan participants
Contribute to departmental initiatives and projects, providing operational and project management support as needed. This includes strong cross-functional and back-up support within the benefits team
Act in the best interests of the plan’s participants and beneficiaries, adhering to fiduciary duties
Maintain an ongoing effort to stay current with benefit trends and legislative updates
Limited travel time (less than 5 % per year) as needed for open enrollment testing and vendor meetings
Qualification
Required
Strong analytical skills and attention to detail
Excellent communication skills with the ability to present to senior leaders and executives
Ability to prioritize and manage multiple competing priorities
Advanced knowledge of retirement plan regulations and financial products
Strong understanding of 401(k) plan design, compliance testing, audits, and fiduciary responsibilities
Advanced Excel and reporting skills; experience with HRIS (workday), payroll (Globalview), and recordkeeping (Fidelity PSW) platforms preferred
High degree of discretion and integrity when handling confidential information
Bachelor's degree in finance, Accounting, Human Resources, Business, or related field
5+ years of progressive experience in corporate retirement plan administration, including both qualified retirement plans and non‑qualified deferred compensation plans in a corporate HR environment
Prior experience with mergers and acquisitions
Preferred
Additional benefit and leaves of absence experience highly preferred
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
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