Bluegrass Stream

Role:
Retirement Plan Analyst
Responsibilities
<ul>
<li>Analyze and administer defined contribution and qualified retirement plans, ensuring accuracy and compliance.</li>
<li>Perform compliance testing and reconcile plan data to maintain regulatory standards.</li>
<li>Prepare clear reports for employers and internal teams to support decision-making.</li>
<li>Stay current on ERISA, IRS, and DOL regulations to ensure ongoing compliance.</li>
<li>Contribute to process improvements and support plan design modifications.</li>
<li>Provide exceptional client service and foster long-term relationships.</li>
<li>Collaborate with team members in a culture driven by integrity and continuous improvement.</li>
</ul>
Qualifications &amp; Skills
<ul>
<li>Knowledge of retirement plan administration and compliance requirements.</li>
<li>Strong analytical and reconciliation skills.</li>
<li>Excellent communication skills for reporting and client interactions.</li>
<li>Ability to stay updated on regulatory changes affecting retirement plans.</li>
<li>Team-oriented mindset with a focus on process enhancement and customer service.</li>
</ul>

Retirement Plan Analyst – Defined Contribution & 401(k) Plans

Retirement Plan Analyst – Defined Contribution & 401(k) Plans

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