Senior Executive-Data Management and Analytics-Data Ops/Data Analyst

Using analytical, organizational and communication skills, this position is responsible for providing high level financial, plan and administrative analysis, preparation and review of client deliverables, while primarily managing all compliance related activities for defined contribution plans including census reconciliation, preparation of contribution and/or forfeiture allocations, non-discrimination testing, and required government filings.  

65%      Perform all required non-discrimination testing for defined contribution retirement plans with low complexity provisions and business structures, following plan document provisions and applying appropriate governmental regulations, including any pertinent legislative changes and prepare client deliverables. Prepare annual government filings and respond to auditor questions.

20%      Perform data analysis regarding various aspects of defined contribution retirement plans with low compl...