Retirement Plan Analyst

Position Title:Retirement Plan Analyst
Safety Sensitive: No
Supervisor's Title: Manager of Benefits and HRIS
FLSA Status: Exempt
Department: Department of People
Division: Human Resource
*The salary range is $55,000 - $65,000 annually, commensurate with education and experience.
Onsite/No Remote Option
ABOUT US
We are IndyGo, a Municipal Corporation of Indianapolis - Marion County, and we're proud to be the largest public transportation provider in the state of Indiana. We operate 32 transit routes throughout the county, providing nearly 10 million passenger trips a year to the good citizens of our region. IndyGo is committed to expanding mobility options to improve connectivity with the company's mission, vision, and goals.
WHO WE ARE
A key measure of any great city is the ease of getting from one place to another. We call it "mobility." It's as essential as access to electricity and clean water. It moves a city forward to become a better place of opportunity and community. It's a measure of a city's vitality and potential, and it reflects a city's judgment about its civic priorities. It makes a city a better home and a better place to visit.
At IndyGo, getting people from one place to another is much more than just moving riders: it's about getting our riders to their hopes and dreams, to their education and careers, to their families and friends, to their health and well-being, and another day of life in Indianapolis and the surrounding areas.
We're here because you've got somewhere you need to be, and you need an easy, reliable way to get there. So come on; get on and get going to wherever you want to go on IndyGo.
INDYGO MISSION
As the region's largest transit authority, we are duty-bound to set the bar for transparency, trust, and overall professionalism. Our mission is to connect our community to economic and cultural opportunities through safe, reliable, and accessible mobility experiences.
Accountability : We are legally, ethically, and morally committed to utilizing all resources responsibly with integrity and transparency.
Diversity : We promote, embrace, and value all individuals.
Safety : We ensure safe and secure environments.
Excellence : We strive for quality in everything we do.
Teamwork : We actively promote effective communication, collaboration, and partnerships.
Respect : We value and treat all with dignity.
BENEFITS WE OFFER

• Full-time positions with guaranteed 40 hours/week.
• Medical, dental, and vision (effective on the 1st of the month, 30 days after the start date).
• Free on-site wellness clinic for employees and their families.
• Retirement plan (401A and 457B).
• Tuition reimbursement.
• Free IndyGo transportation for employees and their families.
• Federal Loan Forgiveness Program

POSITION PURPOSE
The Retirement Plan Analyst administers and coordinates the retirement/pension program. This position will be instrumental in guiding employees toward a secure and fulfilling retirement. As a member of the benefits team, the retirement plan specialist will assist with administering healthcare plans and wellness programs (e.g., medical, dental, disability, and family leave).
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To succeed in this role, an individual must satisfactorily perform the below functions. Reasonable accommodation may be made to ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ESSENTIAL FUNCTIONS

• Administers and coordinates the processing of requests for pension/retirement plans, including meeting with the employees to explain the processes, reviewing forms for accuracy, calculating benefits, and preparing paperwork for the Committee, bank, and employees.
• Coordinates with external Fund Manager to meet with employees on an individual and/or group basis regarding pension/retirement plan options and general retirement issues, including the managing of fund plans, investments, deferred compensation, and external retirement plans.
• Coordinates and processes pension/retirement benefits or withdrawal of contributions for those employees leaving employment or losing eligibility to participate in the pension/retirement plans.
• Works with external Fund Manager, Trustees, and Fiduciary to implement approved defined benefit, 401(a) and 457 plan changes/updates by preparing announcement material, booklets, and other media for communicating plans to employees.
• Conducts employee meetings and arranges for enrollment of employees into plans.
• Maintains files of pensioners, current plan members, pension/retirement plan history, pension data, correspondence, reports, and forms.
• Responds orally and in writing to telephone, written and walk-in inquiries from current and potential retirees regarding pension/retirement issues; investigates and resolves issues.
• Provides general information and assistance to employees completing their retirement applications.
• Prepares and distributes informational materials to retirees and potential retirees and may participate in retirement planning and education workshops.
• Generates, complies and prepares all pertinent data and documents to the appropriate committee, trustee, actuary, or auditor as requested.
• Coordinates with Board, Trustee/Fiduciary and Fund Managers to schedules pension board committee meetings and prepare minutes.
• Performs clerical and administrative functions of the pension committee, including answering phones and maintaining paper and computerized files and databases.
• Assist with administering healthcare plans and wellness programs (e.g., medical, dental, disability, family leave).
• Support the open enrollment process.
• Advise employees, answer questions, and enroll staff in benefit programs.
• Assist with the process paperwork related to disability, FMLA absences, and employee life status changes.
• Assist with handling appeals, disputes, and problem-solving related to benefits programs.
• Assist with interpreting and administering leave policies in alignment with applicable laws (FMLA, ADA, etc.).
• Participate in coordinating wellness events (e.g., health fairs, workshops, seminars).

OTHER FUNCTIONS

• Performs related duties & responsibilities as assigned/requested.

KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below represent the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. The company will provide reasonable accommodation to enable individuals with disabilities to perform these functions.

• Basic knowledge of principles and practices of benefit program administration, including but not limited to deferred compensation programs, principles of pension administration, and retirement plan administration practices.
• Basic knowledge of federal, state, and local laws and regulations relevant to records management.
• Ability to process and analyze data.
• Ability to prioritize, organize, and manage tasks and time effectively
• Proficiency in using a computer and related technology, including proficiency with Microsoft Office, the internet, software applications, and complex spreadsheets and databases.
• Good presentation skills and the ability to communicate to groups.
• Ability to interact with internal and external constituents in person and through phone, e-mail, and written correspondence.

EDUCATION AND/OR EXPERIENCE
To perform this job successfully, an individual must have the following education and/or experience.

• An associate's degree with coursework in human resources, accounting, benefits, or a related field is preferred.
• A minimum of two years of experience in an employee benefit, payroll, accounting, human resources, and/or retirement program administration environment is required.

PHYSICAL DEMANDS
The physical demands described here represent those an individual must meet to perform the essential functions of this job successfully. The company will make reasonable accommodations to enable individuals with disabilities to perform these functions.

• Ability to work in a deadline-oriented office environment
• Ability to remain stationary at least 50% of the time
• Some local travel may be required

IndyGo is an Equal Opportunity Employer