Senior Retirement Plan Analyst at Berger Financial Group, Inc

Springfield, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

100000.0

Posted On

17 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Defined Contribution Plan Administration, Strategic Plan Design, Client Advising, Issue Resolution, Reporting Insights, Plan Operations, Technical Expertise, Attention To Detail, Mentoring, ERISA Compliance, IRS Regulations, DOL Regulations, Relius Administration Software, Microsoft Office Suite, Written Communication, Verbal Communication

Industry

Financial Services

Description

Description: The Senior Retirement Plan Analyst serves as a key advisor to clients, specializing in defined contribution plan administration and strategic plan design. This role partners with business owners and professional advisors to resolve complex issues, deliver actionable reporting insights, and ensure accurate and efficient plan operations. The ideal candidate brings deep technical expertise, strong attention to detail, and the ability to manage multiple priorities while supporting and mentoring junior team members. Why work here? Competitive pay 12 Paid Holidays & 15 Days of PTO to start Company Paid STD, LTD & Life Insurance Medical, Dental & Vision Plans Health Savings Accounts & Flex Spending Accounts FREE Financial Planning & Tax Preparation Services Continuing Education Funding Work Schedule: Monday - Friday, 8:00am - 5:00pm 100% on-site Responsibilities: Serve as a trusted consultant to clients by evaluating and recommending strategic plan design enhancements Collaborate closely with business owners, financial advisors, accountants, and other professionals to address inquiries and resolve issues efficiently Present and interpret quarterly plan reports to Plan Trustees, providing clear insights and recommendations Partner with auditors on large plan audits, including the preparation and review of audit workpapers Conduct in-depth research on complex plan-related matters and develop appropriate corrective actions Interpret and apply defined contribution plan documents to ensure compliance and operational accuracy Provide oversight and quality review of plan administration work completed by junior Analysts Requirements: Bachelor’s degree in Mathematics, Finance, or a related field Minimum of five (5) years of experience with an independent Third-Party Administration (TPA) firm Extensive expertise in qualified defined contribution plan administration, including deep knowledge of ERISA and IRS/DOL regulations Demonstrated proficiency with Relius Administration software Advanced proficiency in Microsoft Office Suite Excellent written and verbal communication skills, with the ability to convey complex information clearly Strong attention to detail with the ability to manage multiple priorities and deadlines effectively Preferred Qualifications: CPA designation preferred ASPPA credentials strongly preferred Headquartered in Plymouth, MN, BFG has expanded to 9 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include: • Financial & Retirement Planning • Portfolio Development & Management • Income Tax Planning & Preparation We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.

Responsibilities

The Senior Retirement Plan Analyst acts as a trusted consultant, evaluating and recommending strategic plan design enhancements while collaborating with various professionals to resolve complex inquiries and issues. This role also involves presenting quarterly plan reports to Trustees, partnering with auditors, and conducting in-depth research on complex plan matters.