Lead Analyst

$63,974 - $105,558/Yr

Ameritas - Lincoln, NE

Full-time - Mid Level

Onsite - Lincoln, NE

Insurance Carriers and Related Activities

About the position

The Lead Analyst position at Ameritas is a remote role focused on providing technical administrative services for qualified retirement plans. The analyst serves as a subject matter expert, ensuring that the day-to-day business needs are met while also facilitating training, managing projects, and improving workflow processes. The role involves monitoring operational activities, resolving escalated issues, and ensuring compliance with regulations and policies.

Responsibilities

• Produce weekly and monthly reporting to ensure goals are being met.
• Manage difficult and complex plans while working outside of the pooled environment.
• Provide guidance to resolve escalated issues or concerns.
• Serve as leader and subject matter expert to the team ensuring accuracy, providing service on escalated issues, onboarding, and training of the team.
• Ensure adherence to regulations, policies, and procedures.
• Recommend innovative programs or processes to achieve results.
• Monitor daily operational activity and provide direction in order to meet service goals.
• Lead and oversee high profile RP & team projects.
• Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance-related matters.
• Administer large and complex plans according to plan documents.
• Calculate employer contributions, including for cross-tested plans.
• Prepare earned income calculations.
• Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), 401(a)(4) and 402(g) and work with clients on corrective measures for failed tests.
• Prepare and file Forms 5500 and 5330.
• Provide support for plan audits.
• Utilize multiple systems to administer plans efficiently and by regulatory deadlines.
• Guide clients through correction programs such as EPCRS and DFVC.
• Research plan-related compliance matters using available resources.

Requirements

• Bachelor's Degree or equivalent experience required.
• 2-4 years Retirement Plans Administration experience.
• Ability to manage data and process financial transactions with a high degree of accuracy.
• Ability to maintain data security by following all data security guidelines and reporting potential security threats.
• Excellent mathematical and Excel skills.
• Excellent communication skills.
• Ability to work under tight deadlines.
• Attention to detail.
• Problem-solving abilities.

Nice-to-haves

• Relius experience preferred.
• QKA or equivalent designation preferred.

Benefits

• 401(k)
• Adoption assistance
• Disability insurance
• Flexible schedule
• Health insurance
• Loan repayment program
• Paid time off