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Job Description

Retirement Plan Analyst

Job ID 2635 Date posted 09/18/2021

What You Need To Know


The Retirement Plan Analyst will be responsible for the accounting and administration of employee retirement benefits. 

Primary Responsibilities

  • Administer company 401(k) and Deferred Compensation programs
  • Perform timely deposits of contributions and loan payments for all payroll cycles weekly
  • Reconcile all retirement plan payments to the General Ledger. Communicating any reconciling differences to the Accounting Department, 401k Provider, Auditor, Controller and Management
  • Manage all weekly retirement plan interfaces. Validate file totals, and analyze all interface error reports
  • Manage System Readiness. Ensuring the data quality and system configuration of all retirement plans in the HRIS systems. Provide system requirements, overseeing testing to ensure the accurate administration of plans
  • Manage all retirement plan inquiries. Resolving all Company, Provider and employee inquiries in a timely and courteous manner
  • Manage the Trustee to Trustee Asset Transfer Process. Prepare, identify and validate all reporting and plan needs pertaining to transfers, and the implementation of a new 401k plan

  • Prepare and validate all reports for all 401(k) Benefit audits. Lead the audit, and coordinate all meetings with Legal, Controller, External Auditor 
  • Manage and Perform all Year- End Audits , True Up and 401(k) non-discrimination testing reporting requirments
  • Perform other job-related duties as assigned

Southern Glazer’s Wine and Spirits provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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