Senior Plan Analyst
Current-Oversee training and onboarding of plan analyst(s)-Maintain plan records, resolve discrepancies, and contribute to the overall efficiency of plan administration processes-Perform accurate and timely data entry of retirement plan information into the plan administration system, including participant demographics, contribution details, investment allocations, and plan changes-Conduct regular data reconciliations between the plan administration system and external data sources, such as payroll reports, investment providers, and financial institutions, to identify and resolve discrepancies-Collaborate with internal teams to ensure data integrity and resolve any data-related issues-Act as liaison between plan sponsor and financial institution-Create monthly/biweekly invoicing sheets, track the wiring process and ensure proper application of funds-Generate reports and analyses based on plan data, including participant enrollment, contribution summaries, and vesting schedules-Contribute to process improvements by identifying opportunities to streamline data entry and reconciliation processes, enhance data accuracy, and optimize efficiency benefits