Retirement Benefit Analyst II

What You'll Do

As a Retirement Benefit Analyst II, you will independently analyze and process complex process retirement calculations and transactions within established timing and quality standards. Serve as a resource for calculation and transaction processing. Assist in the management and review of participant data and retirement information. Provide informal oversight and may perform quality review of transactions and calculations.

• Perform retirement calculations and transactions taking into consideration compliance requirements, client/legal documents and tax considerations. Investigate and resolve calculation and transaction problems. Meet performance measurement standards to ensure calculations are timely and of high quality.
• Provide positive informal leadership influence and support to all team members. Share knowledge, perhaps acting as a subject matter expert and be a mentor resource to internal business partners. Effectively communicate with internal business partners to resolve problems.
• Report and communicate problems and work with appropriate technical and actuarial areas for resolution as needed. Identify and recommend the most effective system solutions, workflows and procedures for the maintenance and improvement of customer service.
• Perform other job-related duties or special projects as required.

Who You Are

• Bachelor's degree with a major in an analytical field required (such as but not limited to Math, Actuarial Science, Statistics) or 1+ years of work-related experience preferred.
• Defined Benefit plan experience is highly preferred.
• Experience working with Excel is highly preferred.
• Strong mathematical, technical and analytical skills along with keen attention to detail.
• Must have strong decision making and organizational skills.
• Must have strong mentoring, interpersonal and listening skills.
• Must be able to interpret plan/contract provisions and apply them to the calculation being requested..
• Must be able to handle a heavy workload and ability to prioritize with frequent interruptions
• Must be a team player and a positive influence in a team environment.
• High integrity and discretion to ensure the confidentiality of sensitive client data.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$ $35.19 / hour
Time Off Program

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible

Yes

Work Environment

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements. You'll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date

12/4/2025
Most Recently Posted Date

12/4/2025

LinkedIn Remote Hashtag

#LI-Remote

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