Enterprise Operations - Retirement Intern - Data & Retirement Operations

Christian Brothers Services (CBS) is a nonprofit organization providing health, retirement, risk, and consulting solutions to Catholic organizations nationwide. With more than 250 employees, CBS delivers mission-driven services through strong financial stewardship and operational excellence.

We are seeking a motivated Retirement Intern – Data & Retirement Operations to support the Enterprise Operations – Retirement team. Interns collaborate across the full Retirement division and gain exposure to both Retirement Solutions and Enterprise Operations. This position provides hands-on experience supporting pension and 403(b) retirement plan operations, including participant data management, plan administration activities, and operational projects.

This is a structured, paid summer internship designed to provide meaningful work experience and direct mentorship.

Pay Rate: $17.00/hour

What You’ll Gain

• Exposure to retirement plan administration and pension program operations

• Experience working with retirement processing systems and participant data

• Insight into defined benefit pension and defined contribution plan operations

• Collaboration with teams supporting retirement plan administration

Key Responsibilities

Retirement Solutions Project Support

• Prepare and reconcile participant and employer data files using Excel and other systems

• Merge and manage data from multiple sources while resolving duplicate records and format differences

• Support calculations related to pension liabilities and amortization reporting

• Convert data between systems to support operational processing and reporting needs

• Review and update Salesforce account records to ensure data accuracy

• Maintain documentation libraries including FAQs, timelines, and internal process guides

Retirement Operations Support

• Enter participant data changes into retirement administration systems for pension and 403(b) plans

• Process pension verification letters and related documentation

• Monitor outstanding benefit calculations and initiate follow-up procedures

• Process beneficiary election updates and participant record changes

• Support annual retirement plan mailings and system updates

• Assist with actuarial valuation data cleanup and documentation management

• Track and organize retirement plan adoption agreements and related documentation

Why CBS?

• Paid internship ($17/hour)

• Meaningful, hands-on project experience

• Direct mentorship and professional exposure

• Mission-driven organization serving communities nationwide

• Pursuing a degree in Finance, Business, Data Analytics, Economics, Mathematics, Actuarial Science, or a related field

• Strong analytical and organizational skills

• Proficiency in Microsoft Excel

• Strong attention to detail and problem-solving ability

• Interest in retirement plan administration or financial operations

• Student applicants must have completed their sophomore year of college prior to the start of the internship (i.e. you must be an incoming college Junior or Senior)

Salary : $17