Senior Retirement Plan Analyst

Berger Financial Group, Inc•Springfield, IL

8d•Onsite

About The Position

The Senior Retirement Plan Analyst serves as a key advisor to clients, specializing in defined contribution plan administration and strategic plan design. This role partners with business owners and professional advisors to resolve complex issues, deliver actionable reporting insights, and ensure accurate and efficient plan operations. The ideal candidate brings deep technical expertise, strong attention to detail, and the ability to manage multiple priorities while supporting and mentoring junior team members. Why work here? Competitive pay 12 Paid Holidays & 15 Days of PTO to start Company Paid STD, LTD & Life Insurance Medical, Dental & Vision Plans Health Savings Accounts & Flex Spending Accounts FREE Financial Planning & Tax Preparation Services Continuing Education Funding Work Schedule: Monday - Friday, 8:00am - 5:00pm 100% on-site

Requirements

Bachelor’s degree in Mathematics, Finance, or a related field
Minimum of five (5) years of experience with an independent Third-Party Administration (TPA) firm
Extensive expertise in qualified defined contribution plan administration, including deep knowledge of ERISA and IRS/DOL regulations
Demonstrated proficiency with Relius Administration software
Advanced proficiency in Microsoft Office Suite
Excellent written and verbal communication skills, with the ability to convey complex information clearly
Strong attention to detail with the ability to manage multiple priorities and deadlines effectively

Nice To Haves

CPA designation preferred
ASPPA credentials strongly preferred

Responsibilities

Serve as a trusted consultant to clients by evaluating and recommending strategic plan design enhancements
Collaborate closely with business owners, financial advisors, accountants, and other professionals to address inquiries and resolve issues efficiently
Present and interpret quarterly plan reports to Plan Trustees, providing clear insights and recommendations
Partner with auditors on large plan audits, including the preparation and review of audit workpapers
Conduct in-depth research on complex plan-related matters and develop appropriate corrective actions
Interpret and apply defined contribution plan documents to ensure compliance and operational accuracy
Provide oversight and quality review of plan administration work completed by junior Analysts