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Senior Retirement Analyst

Western & Southern Financial Group

(Cincinnati OH)

Join Western & Southern – Somewhere You Want to Be

At Western & Southern, is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 135 years, our long-term success is fueled by a deep commitment to customer service and our community.

Recognized again as one of the top 100 companies by the American Opportunity Index (AOI) for our commitment to career growth and employee development. We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.

Hear what our associates say about their experience at W&S!

Our Culture: Excellence and Collaboration

Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.

A Day in the Life of a Senior Retirement Analyst

Assists in the development, implementation and administration of the Company's qualified and non-qualified retirement plans, including the defined benefit pension plan, 401(k) plan, defined contribution profit sharing plan, deferred compensation plans and other non-qualified retirement plans.

Key Tools & Technologies You’ll Work With:

• Works with vendors and internal resources to complete regulatory reporting such as 401(k) census and match true-up, discrimination testing and form 5500 filings. Coordinates completion of required regulatory notices including mailing of the Summary Annual Report, QDIA notice, Fee Disclosure and Annual Funding Notice.
• Completes assigned accounting reconciliations on a monthly basis. Assists with the research and data validation for legal and regulatory requirements including the annual valuation, tax reporting, annual audits and financial statements, discrimination testing, benefit statements, etc.
• Performs and reviews defined benefit calculations and payments for accuracy and timeliness. Determines eligibility for retirement benefits under the defined benefit plan and determines the appropriate welfare benefits to offer upon retirement. Clearly communicates information to associates verbally and in writing.
• Establishes and maintains accurate pension records in the pension system, including electronic processing of monthly pension checks and deductions. Also, ensures records are set up accurately for tax reporting.

Premier Benefits to Support YOU

We offer a comprehensive benefits package, including:

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.

Western & Southern is not just a place to work—it’s somewhere to grow, lead, win and make a difference in your career and community. Learn more at www.westernsouthern.com/careers/home-office-careers.

How to Apply

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