Retirement Analyst Contract

Job Description: Retirement Analyst

The Retirement Analyst will provide analytical operational and compliance support for the retirement benefits program inclusive of defined benefit pension and defined contribution 401k plans ensuring compliance with ERISA IRS and DOL regulations. This role supports Tampa Electric Company (TEC) and Peoples Gas Company (PGS).

PRIMARY DUTIES AND RESPONSIBILITIES

Plan Administration and OperationsAdminister and support defined benefit and defined contribution plans including eligibility contributions distributions and participant inquiries

• Coordinate day-to-day operations with actuaries recordkeepers and third-party administrators

Compliance & Governance

• Support regulatory compliance activities including nondiscrimination testing audits and required filings
• Ensure adherence to ERISA IRS and DOL requirements across all retirement plans
• Maintain documentation and support internal and external audits and DOL Form 5500 filings

Employee Experience & Communications

• Develop/deliver communications to improve employee understanding of retirement programs
• Support tools and resources to aid in retirement readiness

Projects & Continuous Improvement

• Lead or support retirement-related projects such as plan changes system enhancements vendor management initiatives
• Identify opportunities to improve processes streamline administration and strengthen governance

QUALIFICATIONS

Education

Required: Bachelors degree in Business Administration Human Resources or related area of study from an accredited institution

Related Experience

Required: 3 years of experience in an HR analytical role with focus on retirement plans (defined benefit and defined contributions plans)

Experience working with retirement plan vendors audits and compliance processes

Working knowledge of retirement plan regulations (ERISA IRS DOL)

Knowledge/Skills/Abilities (KSA)

Required: Demonstrated ability to balance technical retirement expertise with clear employee-focused communication. Excellent customer service orientation with strong interpersonal and communication skills. Strong analytical skills with the ability to translate complex data and concepts into clear insights. Proven problem-solving time management and decision-making capabilities. High level of discretion professionalism and respect for confidentiality. Advanced proficiency in Microsoft Office Suite including Excel and PowerPoint.