What are the responsibilities and job description for the Senior Analyst, Retirement Plans position at RXO Corporate Solutions, LLC?
Accelerate your career at RXO
RXO is a leading provider of transportation solutions. With cutting-edge technology at the center, we're revolutionizing the industry with our massive network and commitment to finding solutions for every challenge. We create more efficient ways for shippers and carriers to transport goods across North America.
As a Senior Analyst, Retirement Plans at RXO, you will lead the daytoday administration of the company's retirement plans while partnering across Benefits, Finance, HR, and vendors to support broader financial health and welfare initiatives. You will provide analysis, education, and operational support to help employees make informed decisions about their retirement and overall financial wellbeing.
Please note, this reports on site Monday-Thursday at RXO's Headquarters located at 11215 N Community House Rd, Charlotte, NC 28277 and work from home on Fridays!
What your day-to-day will look like:
Retirement Plan Administration (Primary Focus)
Administer the daytoday operations of multiple retirement savings plans, serving as the subject matter expert for qualified retirement plans in the U.S. and Canada
Partner with recordkeepers, trustees, payroll, and internal stakeholders to ensure accurate and timely plan administration
Analyze and determine eligibility, contribution levels, annual limits, loan availability, and payment requirements for retirement plans, accounting for situations such as employee leave, death, and termination of employment.
Reconcile employee data, required and voluntary contributions, benefit payments, and vendor invoices to ensure financial accuracy and data integrity
Support annual nondiscrimination testing and ensure ongoing plan compliance with regulatory requirements
Prepare, reconcile, and submit retirement plan contributions, benefit payments, and vendor invoices
Coordinate U.S. and Canadian retirement plan audits and manage relationships with external auditors and regulatory agencies
Ensure all required regulatory filings are completed accurately and submitted on time
Monitor legislative and industry changes impacting retirement plans and recommend process or design improvements
Financial Health & Welfare Program Support (CrossFunctional)
Partner with Benefits, Finance, and vendors to support financial well-being initiatives, including savings, debt management, and retirement readiness programs
Provide analytical support for welfare benefit programs (e.g., medical, dental, vision, life, disability) as needed to support funding, budgeting, and vendor management activities
Analyze trends and utilization data across retirement and welfare programs to inform leadership decisionmaking and annual planning
Assist with vendor reconciliations, data validation, and process improvements across financial health and welfare programs
Serve as a resource to Benefits team members by providing crosstraining and backup support as needed
Education & Communication
In partnership with vendors, develop and deliver employee education sessions on retirement and financial wellbeing topics
Prepare reporting and dashboards for leadership, including plan performance, participation trends, and design recommendations
Support broader benefits communication efforts that reinforce employee financial wellness
At a minimum, you'll need:
Bachelor's degree or equivalent related work or military experience
2 years of experience in a benefits role with a primary focus on retirement plan administration
Working knowledge of employee benefit regulations (ERISA, IRS, DOL, Canada Revenue Agency, etc.)
Strong analytical, problemsolving, and datainterpretation skills
Strong proficiency in Microsoft Excel
Experience with HR, payroll, and benefits administration systems
It'd be great if you also have:
Ability to work effectively in a collaborative, crossfunctional environment
Experience in platforms such as Plan Sponsor Website (PSW), Group Retirement Solutions (GRS), and/or Workday.
Experience creating presentation in PowerPoint
Customerfocused mindset with strong relationship management abilities
ASPPA or CEBS designation
Does this sound like you? Check out what else RXO has to offer.
Why Join Us:
Our Benefits
Comprehensive medical, dental, and vision plans
401(k) retirement plan with up to 5% company match
Pre-tax accounts to help streamline eligible expenses
Company-paid disability and life insurance
Employee Assistance Program (EAP)
Career and Leadership Development Programs
Paid time off, company holidays, and volunteer days
Our Culture
Our values are the key to our unique culture and our ability to deliver for everyone we serve.
We do great things when we are inclusive and work together. To perform with excellence, we learn from one another, value diverse perspectives, operate safely and build strong relationships.
The Next Step
Ready to join our team? We'd love to hear from you. Fill out an application now and join our talent community to learn about future opportunities. We are proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test. The above statements are not an exhaustive list of all required responsibilities, duties, and skills for this job classification. Review RXO's candidate privacy statement here and RXO's Privacy Notice to California Job Applicants here.