Lead Plan Admin Analyst - Retirement Plans

Lead Plan Admin Analyst - Retirement Plans
Remote - USA
Retirement Plans
Full-time

This position is remote and does not require regular in-office presence.

The position serves as a subject matter expert for data scrubbing and data reconciliation for plan administration data team and is responsible for delivery of technical administrative services to qualified retirement plans, with a strong focus on Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs). This position is accountable for ensuring the day-to-day business needs are being met for their own workload. This position will provide associate training, meeting facilitation, project prioritization/management, and development/implementation of process improvement initiatives. This position also supports the daily activity of the team through team standards, answering processing or escalation questions, and aiding the team as the SME as needed to meet team and RP goals.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

What you do

• Reconcile and scrub data to help administer large and complex plans according to plan documents
• Have a strong understanding of data and Excel
• Produce weekly and monthly reporting to ensure goals are being met
• Large batch processing and data scrubbing of pooled plans
• Provide guidance to resolve escalated issues or concerns
• Serve as an expert on data for the team to help produce testing
• Ensure adherence to regulations, policies, and procedures
• Recommend innovative programs or processes to achieve results
• Monitor daily operational activity and provide direction in order to meet service goals
• Lead and oversee high profile RP & team projects
• Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters.
• Calculate employer contributions
• Prepare earned income calculations
• Help perform annual plan compliance testing
• Prepare and file Forms 5500 and 5330
• Provide support for plan audits
• Utilize multiple systems to administer plans efficiently and by regulatory deadlines
• Research plan related compliance matters using available resources

What you bring

• Bachelor's Degree or equivalent experience required
• 2-4 years Retirement Plans Administration experience required
• Ability to manage data and process financial transactions with a high degree of accuracy
• Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact's attention for further review
• Excellent mathematical and Excel skills
• Excellent communication skills
• Ability to work under tight deadlines
• Attention to detail
• Problem solving abilities
• QKA or equivalent designation preferred

What We Offer

• Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary Range: $63,974-$105,558 per year