Retirement Benefits Analyst I

    • Job Tracking ID: 512935-746090
    • Job Location: Meridian, ID
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: October 13, 2020
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
    • Salary Type:: Hourly
    • Rate:: $17.54
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Job Description:

The Retirement Benefits Analyst I provides administration and record keeping for defined contribution retirement plans, provides superior customer service, builds and maintains strong client relationships.

Key Result Areas

  • Completes plan valuations with minimal assistance, in a timely and accurate manner, including plan asset reconciliation, processing of all required transactions on the record keeping system and prepares all government filings for the plan.
  • Works with ERISA and other pension laws/regulations required to perform defined contribution compliance/ADP/ACP testing.
  • Reviews plan documents and summary plan descriptions to determine plan features.
  • Manages a case load of approximately 50 less complex defined contribution plans.
  • Completes an average of two less complex plan valuations, including IRS Form 5500, per week.
  • Assists Administrative Assistants, Assistant Analysts and Analysts as needed.
  • Completes projects in a timely and accurate manner.
  • Work towards obtaining pension or 401(k) related professional designation.
  • Performs other duties as assigned or needed.

Experience and Skills:

  • Bachelor’s degree or equivalent related experience.
  • Three years of pension administration experience.
  • Knowledge of retirement plan industry, ERISA, DOL & IRS regulations, and plan document issues.
  • Ability to apply technical knowledge.
  • Ability to perform multiple tasks and make sound decisions under stressful conditions.
  • Types 45 wpm, 10-key and computer knowledge.
  • Able to demonstrate excellent attendance and punctuality.
  • Excellent customer service attitude and professionalism.
  • Demonstrate Accuracy, Customer Service, Timely Turn-Around (ACT).
  • Exceptional verbal and written communication skills.
  • Proficiency using Microsoft Office (Word, Excel, Outlook, etc.).
  • Ability to work efficiently, perform multi-tasking, prioritize tasks, and meet tight deadlines.
  • Possess a high degree of integrity and discretion, as well as the ability to adhere to both company policies and best practices.
  • Ensure compliance with security practices and procedures, including HIPAA and HITRUST standards.
  • Ability to efficiently and effectively perform the Key Result Areas with or without a reasonable accommodation without posing a direct safety threat to others or self.
  • Protect and enhance the Core Purpose and the Core Values of AmeriBen.

A meriBen is an Equal Opportunity/Affirmative Action Employer committed to creating an environment of diversity and inclusion for equal employment and advancement opportunities to all employees and applicants for employment. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, national origin, s ex, sexual orientation, gender identity and/or expression, genetic information, disability, veteran or military status, or any other category protected by federal, state and/or local law.

If you are unable to use our online application process due to a disability, please contact the Human Resources Department at humanresources@ameriben.com .