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DC Retirement Plan Analyst

Trinity Pension Consultants

in Remote / AL / CO / IN / MI / MO / NC / OH / TN / TX

Logo for Trinity Pension Consultants


The purpose of the Retirement Plan Analyst (DC) position is to assist the Operations department in the completion and reviewing of all required administration and compliance with in a timely manner.


This will include, but not be limited to, the following activities:

Corporate Responsibilities

  • Support, complement, lead and influence Trinity’s entire corporate philosophy, including but not limited to the following:
    • “Trinity Philosophy” pyramid
      • Purpose, Mission, Vision, Fusion, Real Business, Primary Question, Dream
      • Long-term Vision
      • Short-term Priorities
    • Trinity Cultural Values
    • Raving Fans Service

General Responsibilities

  • Provide technical support to Operations team, Relationship Managers, Sales Team, Plan Sponsors and Financial Advisors.
  • Assist in the completion and review of core administration and compliance testing, including, but not limited to:
    • Discrimination Testing
    • 5500 Reporting
    • Profit Sharing Allocations
    • Document Updates
    • Client Reports
    • Year End Data and Reconciliation
    • Participant Statements
    • Valuations
    • Supplementary PPA Statements
    • Vesting Calculations
    • Employer Contribution Calculations
    • Annual Required Participant Notices
  • ​​​​​​​Collaborate with other departments in delivering Trinity’s reports and anticipating the Plan Sponsor’s questions.
  • Provide cross-department support as needed.
  • Assist in special projects and training as assigned.
  • Follow policies and procedures.
  • Other duties as assigned.


  • Residence in Northeast Ohio.
  • Associate degree required or equivalent work experience within the retirement plan industry.
  • Accounting or financial background preferred.
  • ASPPA QKA designation required, or willing to attain, and progress toward the required designations.
  • Proficient with MS Office (Word, Excel, Outlook)
  • Strong communication skills (written and verbal) and ability to appropriately communicate with all levels of internal and external customers.
  • Ability to organize work, establish priorities, work within deadlines, and maintain good interpersonal relations.
  • Demonstrated and excellent attention to detail.
  • Highly motivated self-starter with good problem-solving skills and the ability to work independently and lead a team.
  • Team player and great attitude a must.
  • Strong mathematical skills.
  • Regular attendance at work.
  • Minimum of 40 work hours per week.


  • The opportunity for building relationships; not one-time interactions.
  • Work on challenging and interesting problems, and strive to do the right thing, the right way and continually improve.
  • We are a true partner to our clients.
  • Our team is constantly learning, both individually and as an organization, and truly value hearing our team member’s unique perspectives, insights, and opinions.
  • We are a growing business with development and career path opportunities.
  • We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.
  • We strongly believe in promoting from within and look first to our internal talent for open opportunities.


  • Salary dependent on experience
  • Paid Time Off (PTO)
  • 401(k) retirement plan
  • Medical, Dental, Vision, H.S.A. effective Day 1
  • Life Insurance, LTD, STD


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.

The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required include close vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.

How to Apply

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