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Retirement Benefits Analyst

United States, Jacksonville · Job Posted June 28, 2026
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Job Description

The Retirement Plan Analyst is responsible for supporting the administration, compliance, reporting, and ongoing management of Baptist Health's qualified and non-qualified retirement plans. This role ensures accurate plan documentation, processes, and records while supporting audits, regulatory compliance, and retirement plan operations.

Job Responsibility

  • Administer and support qualified and non-qualified retirement plans, including reporting and compliance activities.
  • Maintain accurate retirement plan documentation, processes, and records.
  • Assist with audits, regulatory filings, and compliance requirements.
  • Research and respond to inquiries from auditors, vendors, leadership, and internal stakeholders.
  • Partner with HR, Payroll, Finance, and external vendors to ensure accurate retirement plan administration.
  • Analyze retirement plan data and support process improvements to enhance efficiency and compliance.

Requirements

  • Bachelor's degree in Human Resources, Business Administration, Finance, Accounting, or a related field.
  • Experience in retirement plan administration, employee benefits, HR, payroll, finance, or a related analytical role preferred.
  • Knowledge of retirement plan compliance, ERISA regulations, and reporting requirements preferred.
  • Strong analytical, organizational, and communication skills.
  • Proficiency in Microsoft Excel and reporting tools.

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