More jobs:
Retirement Administrator
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-10-16
Listing for:
Clark Holdings Inc.
Full Time
position Listed on 2026-10-16
Job specializations:
-
Business
Data Analyst
Job Description & How to Apply Below
We are seeking an energetic, analytical, and results-oriented Business Analyst - Retirement (internally, the title of this role is Business Analyst (Retirement) to join our Total Rewards team. This key role plays a critical part in maintaining the integrity of our retirement programs, driving data accuracy, and ensuring audit compliance. If you thrive in a detail-oriented environment, excel at quantitative problem-solving, and deliver exceptional service, this is a fantastic opportunity to own high-visibility work within Clark’s HR organization.
*** Primary
Job Duties & Responsibilities***
* ** Audit & Compliance Support** + Prepare and format non-discrimination compliance testing data according to recordkeeper specifications; perform iterative data scrubbing until finalized. + Review and audit the recordkeeper’s annual Match True-up calculations for accuracy. + Participate in the data preparation and assembly of extensive reporting for the annual external retirement plan audit. + Research discrepancies and prepare formal responses throughout the audit lifecycle.
* ** Quantitative & Financial Analysis** + Apply Plan rules to the applicable data, perform iterative data scrubbing process, and participate in finalizing the annual Company Contribution calculations. + Conduct ad hoc retirement-related payroll transaction reviews and reconciliations with the recordkeeper to ensure calculation and transmission accuracy. + Perform routine data reconciliations at pre-determined cadence between HRIS and recordkeeper systems.
* ** Plan Administration & Operations** + Serve as primary point of contact for participant inquiries. + Audit and maintain retirement plan data quality and system configurations in the HRIS to ensure alignment with recordkeeper requirements. + Coordinate in-person participant education sessions across regional offices and jobsites in partnership with the recordkeeper.
*** Required Qualifications***
* *
* Experience:
** 3+ years of quantitative or analytical experience in finance, accounting, compensation/benefits, mathematics, or a related field.
* ** Technical & Analytical Aptitude:
** Demonstrated strength in data reconciliation, mathematical problem-solving, and advanced spreadsheet skills (Excel/Google Sheets).
* ** Communication:
** Strong interpersonal skills with a proven track record of cross-functional collaboration and clear communication across organizational levels.
*** Preferred Qualifications***
* *
* Education:
** Bachelor’s degree in finance, accounting, mathematics, business analytics, or a related discipline.
* ** General Knowledge:
** Direct experience with 401(k) or defined contribution plan administration, general investment concepts, and familiarity with ERISA/IRS regulatory guidelines.
* ** Systems:
** Experience with HRIS and Payroll platforms (Workday and/or EC Payroll strongly preferred) and recordkeeper platforms.
* *
* Certifications:
** Professional certifications such as CEBS, QKA, CPSP, SHRM-CP/SCP, and/or S/PHR.
* *
* Languages:
** Proficiency or working knowledge of Spanish is beneficial.
*** Core Competencies***
* ** Operational Excellence:
** Exceptional attention to detail and data integrity, with a rigorous focus on audit accuracy and error-free processing.
* ** Strategic Problem-Solving:
** A self-starter capable of taking ownership of complex processes from end-to-end.
* ** Prioritization…
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