Job Information
D.A. Davidson Companies Retirement Plans Analyst in Great Falls, Montana
Job Descriptions:
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning almost 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics and delivering outstanding service to our clients and each other. We support a friendly, open, and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values.
Summary/Function:
The Retirement Plan Analyst is responsible for providing comprehensive analytical support and handling the day-to-day transactional administration of the company’s retirement plans, both the 401(K) and the Employee Stock Ownership Plan (ESOP), in compliance with plan documents and legislation.
Required Experience:
Primary Qualifications:Prior experience with 401(k) retirement plan administration is preferred, prior experience with an ESOP is a plus.Must have excellent written and verbal communication skills, Strong customer service orientation.Excellent attention to detail.Solid Excel skills are required.Requires a bachelor's degree or an equivalent combination of education and experience.
Primary Duties:Manage core monthly, quarterly, and annual plan processes, to include new hire enrollments, ESOP distribution requests and plan force-out distributions.Regularly monitor plan activity, transactions, and data reporting. Identify and investigate issues, compile information and prepare operational and financial reports and analyses of assigned plans.Work in close coordination with relevant internal departments and third-party administrators to troubleshoot issues, develop solutions, and ensure compliant administration of the plans.Interface with employees, former employees, and beneficiaries to answer retirement plan questions, provide timely support, and appropriately escalate issues to the Benefits Manager as they arise. Promote employee education on the retirement plans via communication campaigns, training, and events.Assist with annual audit process, gathering information requested by the auditors, researching and responding as items are surfaced, working with internal external partners to complete requests.Partner with the Benefits Manager to evaluate plans, current processes, industry trends and legislative requirements, and present recommendations for changes or enhancements to management.Assist with ad hoc projects across the various functions of the Benefits teams, which may include annual enrollment activities, employee communications, vendor appraisals, etc.*Maintain collaborative team relationships with peers and colleagues to effectively contribute to the working group's achievement of goals, and to help foster a positive work environment.
What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: Medical, Dental and VisionCompany 401(k)and ESOP contribution Generous sick, vacation, and maternity/parental leavePaid holidaysProfessional Development OpportunitiesTuition Reimbursement ($15,000 lifetime cap)Discounted personal insurance including home, auto and recreational vehiclesCharitable gift-matching program*Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Keyword: Retirement Plans Analyst
From: D.A. Davidson Companies