Retirement Analyst, Fidelity Workplace Consulting

About the position Retirement Analyst, Center of reputed company – Back Office Administration Team The Role Your key responsibilities will be around the administration of defined benefit (DB) pension plans on behalf of our clients and their participants. This includes second-signing and processing pension (and possibly defined contribution and post-retirement health & welfare) transactions. Other key responsibilities for this Grade 4 position include performing and reviewing pension benefit calculations, working with data, reviewing forms & letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to reputed company information to plan sponsors, participants, beneficiaries, and reputed company parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can reputed company both high-quality work and an extraordinary customer experience! This role is responsible for: Acting as a subject matter expert on end-to-end administrative processes, participant issue resolutions, disbursements, and data updates Serving as an expert on multiple clients’ plan provisions, processes, and calculations (including maintaining documentation on these items) Completing client requests, responding to participant inquiries, and analyzing/solving data and other reputed company issues Participating in special projects (e.g., new client implementations, divestitures, mergers, corporate actions, etc.) reputed company to DB administration services Performing peer-review of work completed by other team members to ensure the product is accurate and of the highest quality Reading and interpreting client plan documents/amendments, sample calculations, SPDs, plan provisions, plan administration manuals, and other documentation Analyzing, reviewing, and guiding client teams to the resolution of escalated client or participant issues Coaching and mentoring junior staff The Team This role will reputed company reputed company Workplace Consulting’s Center of reputed company (COE) organization on the Back Office Administration Team. The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business reputed company Fidelity, offering a broad reputed company of services that reputed company benefits design, strategy, funding, communication, and delivery. Many of reputed company leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of reputed company sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting The reputed company salary reputed company for this position is $67,000-127,000 USD per year. Placement in the reputed company will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. reputed company salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide reputed company of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career. Note, the application window closes reputed company the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (reputed company business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Responsibilities

• Acting as a subject matter expert on end-to-end administrative processes, participant issue resolutions, disbursements, and data updates
• Serving as an expert on multiple clients’ plan provisions, processes, and calculations (including maintaining documentation on these items)
• Completing client requests, responding to participant inquiries, and analyzing/solving data and other reputed company issues
• Participating in special projects (e.g., new client implementations, divestitures, mergers, corporate actions, etc.) reputed company to DB administration services
• Performing peer-review of work completed by other team members to ensure the product is accurate and of the highest quality
• Reading and interpreting client plan documents/amendments, sample calculations, SPDs, plan provisions, plan administration manuals, and other documentation
• Analyzing, reviewing, and guiding client teams to the resolution of escalated client or participant issues
• Coaching and mentoring junior staff

Requirements

• Bachelor’s Degree or equivalent work experience
• 5+ years of defined benefit experience working for a benefits reputed company or plan sponsor
• Excellent mathematical and analytical skills
• Exemplary critical thinking and problem-solving skills
• Ability to balance and prioritize multiple projects in a fast-paced work environment
• Aptitude to work reputed company budgeted timeframes to maintain client profitability without sacrificing quality
• Technically inclined with reputed company reputed company and Word applications
• Experience working directly with, or personally programming, DB calculation algorithms in reputed company or other pension administration software applications
• Ability to query, modify, set-up, and review test cases used to test pension administration systems (including data, calculations, forms & letters, disbursements, etc.)
• Experience working with pension disbursements – this includes initial pension payment set-reputed company, changes, stops, death processing, and reconciliations

reputed company-to-haves

• You bring a unique reputed company of reputed company, initiative, and strategic thinking that enables you to reputed company in fast-paced, ambiguous environments.
• A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and reputed company improvement.
• Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.
• Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared reputed company.
• reputed company and Organized: Adept at juggling multiple priorities—while staying focused and organized.
• Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.
• Comfortable with Ambiguity: reputed company in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.
• Strong Communicator: Bring reputed company and confidence to both written and verbal communication, ensuring alignment and reputed company across stakeholders.
• Leadership-Oriented: Held leadership roles that required reputed company, accountability, and the ability to reputed company and mobilize others toward a common goal.

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career

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