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Senior Defined Contribution (DC) Analyst

Retirement Horizons, Inc.

in Spring TX

Retirement Horizons Inc. (RHI) was founded in 1998 and is a third-party administrator of retirement plans, as well as an actuarial services firm. RHI specializes in plan design, compliance and pension administration services. Please visit www.retirement-horizons.com to learn more about our company.

RHI is seeking a detail-oriented, high-energy and self motivated individual with a professional demeanor and a solid defined contribution retirement plan background.

Responsibilities include:

  • Managing a group of retirement plans, including but not limited to 401(k), 401(k) Safe Harbor, 403(b), ESOP/KSOP and Profit Sharing Plans
  • Performing trust accounting and asset reconciliation
  • Reading, analyzing and applying plan provisions in accordance with the client's plan and trust documentation
  • Providing audit support
  • Coordination of new plan setup, implementation, and conversion

Desired Skills and Experience:

  • Strong technical background
  • Minimum of 3 years experience and proficiency in the general aspects of plan administration and compliance issues relating to Daily Valuation and Balance Forward retirement plans
  • Experience and knowledge of the SunGard RELIUS ASP platform is a plus
  • Industry Certification (QKA, QPA) or pursuit of such designations is strongly encouraged
  • Knowledge of ERISA, IRS and DOL rules regarding qualified plans
  • Experience in all aspects of plan compliance using an administration software system
  • Excellent verbal and written communication, solid mathematical aptitude, specifically analytical and problem-solving, interpersonal and relationship-building skills
  • Strong organizational skills with ability to work independently on multiple assignments and complete them within recommended time frame
  • Demonstrates maturity, integrity and the ability to work in collaboration with the team as well as independently
  • Advanced skills and knowledge in Microsoft Office, primarily Word, Excel, and Outlook

How to Apply

Competitive salary and benefits will be commensurate with experience and ability. Submit your resume with salary history via email to admin@retirement-horizons.com.

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