Lead Analyst, Retirement Services
3 weeks ago
Southwire Job Description
The Lead Analyst, at Retirement Services is responsible for managing retirement programs, providing high-level expertise, and offering support to team members. The role involves overseeing the administration of retirement plans, including 401k, pension, and deferred compensation, and ensuring compliance with regulatory requirements.
Key Responsibilities
• Oversee the daily administration of retirement plans (e.g., 401(k), pension, and other defined contribution plans).
• Ensure accurate processing of contributions, rollovers, distributions, and loan applications.
• Monitor plan performance and ensure compliance with all applicable laws and regulations (ERISA, IRS, DOL, etc.).
• Serve as the primary point of contact for retirement plan participants, guiding plan benefits, options, and resources.
• Manage relationships with external vendors such as recordkeepers, actuaries, and third-party administrators.
• Address and resolve complex issues and escalations from participants, People & Culture teams, payroll, or plan vendors.
• Conduct participant education sessions and webinars.
• Identify and implement process improvements to enhance the efficiency and accuracy of retirement plans.
• Participate in internal audits and ensure accurate recordkeeping and documentation.
• Generate and analyze reports on plan participation, investment performance, and contribution rates.
Required Education, Experience, and Skills
Minimum Education Level: Bachelor's
Specialized Degree: Finance, Human Resources, Business Administration, or a related field.
Years of Experience: 8-11
Preferred Education, Experience, and Skills
Minimum Education Level: Master's
Certificates: QKA, QPA, CRPS, or CEBS
Years of Experience: 12-14
Preferred Field of Expertise: Retirement planning
Preferred Skills, Licenses, & Certificates: In-depth knowledge of retirement plan regulations, including ERISA, IRS, and DOL requirements. Familiarity with various types of retirement plans and investment options.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite and retirement plan administration software.
• Detail-oriented with strong organizational and time management skills.
• Ability to manage multiple priorities and meet deadlines.
Reports To: Manager, Retirement Services
Does this role Manage Southwire Team Members: No
Travel: Domestic % of Time: Up to 25%
Workplace Setting: Hybrid (2-3 days a week On-Site at HQ in Carrollton, GA, or The Battery in Atlanta, GA.)
Competencies
Action Oriented
Balances Stakeholders
Collaborates
Customer Focus
Nimble Learning
Plans and Aligns
Benefits We Offer:
- 401k with Matching
- Family and Individual Insurance Packages (Health, Life, Dental, and Vision)
- Paid Time Off & Paid Holidays
- Long & Short-Term Disability
- Supplemental Insurance Plans
- Employee Assistance Program
- Employee Referral Program
- Tuition Reimbursement Programs
- Advancement & Professional Growth opportunities
- Parental Leave
- & More
Southwire is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.
Nearest Major Market: Atlanta
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