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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.