Operations Analyst

We are looking for an experienced Operations Analyst to join our client's team in the Horsham, Pennsylvania area. This role offers an exciting opportunity to contribute to the administration, compliance, and overall success of retirement plans, including 401(k), profit-sharing, and defined benefit pension plans. If you thrive in a collaborative environment and enjoy providing exceptional service to clients, this position is ideal for you.

Responsibilities:

• Perform comprehensive compliance and administration services for various defined contribution plans, including 401(k), profit-sharing, and money purchase pension plans.

• Reconcile asset and trust accounts to ensure accurate financial reporting.

• Conduct compliance and nondiscrimination testing, including coverage, top-heavy, and 415 limits.

• Manage employee census data reconciliation and calculate contributions and allocations, including employer match and safe harbor.

• Prepare detailed valuation and compliance reports for plan sponsors.

• Complete governmental filings such as Forms 5500, 8955-SSA, and 1099-R.

• Address and correct compliance violations using appropriate correction methods.

• Provide audit support for large plan filers and assist with plan conversions and special projects.

• Consult with clients on plan design options and compliance matters to meet their retirement goals.

• Collaborate with colleagues, recordkeepers, and other professionals to ensure client satisfaction and success.

• Bachelor’s degree in finance, accounting, or business-related field.
• Minimum of 3 years of experience in defined benefit analysis within a defined contribution company.
• Proficiency in managing defined contribution and defined benefit pension plans.
• Strong familiarity with governmental filings, including Form 5500 and related compliance documents.
• Advanced skills in Microsoft Excel for data analysis and reconciliation.
• Exceptional attention to detail and ability to manage complex compliance processes.
• Excellent interpersonal skills to work effectively with clients and team members.
• Ability to consult on plan design and offer solutions tailored to client needs.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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