Senior Retirement Analyst Cincinnati, OH Posted:

09/11/2026

Employment Type:

Full-time

Job Number:

13910

Job Description Senior Retirement Analyst Setting/Hours:

100% In-Office | 8-5 Join trak group in partnering with a growing client in Cincinnati, Ohio that's expanding its Shared Services team. Website Summary

Join trak group in partnering with a growing client seeking a Senior Retirement Analyst to support the administration of qualified and non-qualified retirement plans. This role will provide hands-on support for defined benefit pension, 401(k), profit sharing, deferred compensation, and other retirement programs, while coordinating regulatory reporting, vendor activities, system changes, and daily plan processing. The ideal candidate is detail-oriented and analytical with experience in retirement plan administration and the ability to work independently while managing multiple deadlines and compliance requirements.

Responsibilities Support the development, implementation, and administration of qualified and non-qualified retirement plans. Administer defined benefit pension, 401(k), defined contribution profit sharing, deferred compensation, and other non-qualified plans. Manage daily retirement plan processing and provide backup support to Retirement Specialists. Complete and coordinate required regulatory reporting, participant communications, and plan mailings within established deadlines. Coordinate with retirement plan vendors and internal business partners to support plan administration. Monitor retirement processes for accuracy, compliance, and timely completion. Gather and document business requirements for system and process changes impacting retirement programs. Develop test matrices, test scenarios, and validation requirements for retirement-related system changes. Execute user acceptance testing (UAT) and validate system functionality before implementation. Provide technical and consultative support to Retirement Specialists. Research and resolve retirement plan administration and processing issues. Maintain accurate plan documentation and records. Work independently within established guidelines and escalate complex issues to management when appropriate. Provide regular updates to management regarding retirement plan activities, issues, and projects. Must-Haves Experience administering qualified and/or non-qualified retirement plans. Knowledge of retirement programs such as 401(k), defined benefit pension, defined contribution, profit sharing, and/or deferred compensation plans. Experience with day-to-day retirement plan processing and administration. Strong attention to detail and ability to meet regulatory and operational deadlines. Experience coordinating with third-party retirement plan vendors and internal business partners. Strong analytical, organizational, and problem-solving skills. Ability to interpret plan requirements and accurately execute established processes. Ability to work independently with minimal supervision while knowing when to escalate issues. Strong written and verbal communication skills. Preferred Experience supporting both qualified and non-qualified retirement plans. Knowledge of retirement plan regulatory reporting and compliance requirements. Experience gathering business requirements for HR or benefits system changes. User acceptance testing (UAT) experience, including developing test matrices and scenarios. Experience providing technical support or guidance to retirement or benefits team members. Background working in a complex corporate benefits or retirement administration environment. If you're ready to take the next step in your career and want to make an impact, partner with trak group to explore this opportunity.

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Ready to embark on an exciting career journey in the vibrant city of Cincinnati, Ohio? Look no further! Cincinnati, situated on the northern banks of the Ohio River, offers a perfect blend of bustling urban life and scenic beauty. Known for its iconic skyline, historic architecture, world-class museums like the Cincinnati Art Museum, and top-notch performing arts venues such as the Aronoff Center for the Arts, this city has something for everyone. With the Cincinnati Reds and Cincinnati Bengals calling this city home, sports enthusiasts can cheer on their favorite teams at Great American Ball Park and Paul Brown Stadium. Explore the lush landscapes at Eden Park or indulge in the city's famous Cincinnati-style chili. Discover your next career opportunity amidst the enchanting charm and endless possibilities that Cincinnati has to offer. Dive into our job listings now and take the leap towards a fulfilling career in this dynamic region!

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