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Senior Retirement Services Analyst
Trane Technologies. Complete scheduled compliance activities, including 401(k) audits, non-discrimination testing, accrued benefits, retirement notifications, suspension of benefit notices, mandatory retirement distributions, and related processes .
Posted 11/4/2026full-timeDavidson • North Carolina • United StatesSenior💰 $56,300 - $101,395 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan administration, including compliance with legal requirements and regulatory processes. Proficient in managing audits, project coordination, and collaboration with third-party administrators to ensure adherence to operational standards.
Highest-signal resume keywords
Retirement Plan Administration401(K) AuditsCompliance KnowledgeProject ManagementAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Defined Contribution (DC) KnowledgeDefined Benefit (DB) KnowledgeBenefit Calculation AuditsPayroll File ReviewForm 5500 SupportNon-Discrimination TestingAccrued Benefits ProcessesRetirement NotificationsSuspension of Benefit NoticesMandatory Retirement Distributions
Soft Skills
Organizational SkillsCommunication SkillsJudgmentCollaborationProcess Improvement
Tools & Technologies
PSWEmpower RPS
Industry Keywords
Compliance ActivitiesPension Data CoordinationThird-Party AdministratorsMergers and AcquisitionsPlan Design Changes
About the role
Key responsibilities & impact- Complete scheduled compliance activities, including 401(k) audits, non-discrimination testing, accrued benefits, retirement notifications, suspension of benefit notices, mandatory retirement distributions, and related processes
- Execute funding, benefit calculation audits, and payroll file reviews using systems such as PSW and Empower RPS
- Adhere to operational schedules and perform processing activities to meet production targets, service quality, and legal requirements
- Serve as a subject matter expert and project manager for mergers, acquisitions, plan design changes, payroll consolidations, union changes, and other corporate actions
- Respond to Form 5500 and auditor inquiries
- Partner with leadership on compliance issues, plan interpretation, and legal requirements
- Monitor and coordinate pension data file transmittals to third-party administrators with the Data Integration team
- Support required audits throughout the year
- Collaborate with third-party suppliers to ensure plan and regulatory compliance
- Oversee quality control of retirement calculations
- Escalate issues appropriately to maintain company compliance
- Provide support for special projects and escalated matters
- Follow and help develop standard operating procedures
Requirements
What you’ll need- Bachelor’s degree or equivalent experience
- Minimum of 5 years of relevant experience
- Strong knowledge of defined contribution (DC) and defined benefit (DB) retirement plan administration
- Experience supporting 401(k) audits, non-discrimination testing, accrued benefits processes, retirement notifications, suspension of benefit notices, and mandatory retirement distributions
- Experience with retirement plan funding, benefit calculation audits, and payroll file review
- Familiarity with systems such as PSW and Empower RPS
- Strong understanding of retirement plan compliance, legal requirements, and regulatory processes, including support for Form 5500 and audit inquiries
- Experience working with third-party administrators, suppliers, and cross-functional internal teams
- Ability to monitor and coordinate pension data file transmittals with accuracy and timeliness
- Strong analytical, organizational, and communication skills
- Ability to exercise sound judgment and escalate issues appropriately to maintain compliance
- Experience managing or supporting projects related to plan design changes, mergers, acquisitions, payroll consolidations, or union changes
- Ability to manage multiple priorities and support special projects and escalated matters
- Commitment to following standard operating procedures and contributing to process improvement
Benefits
Comp & perks- Health insurance for employees and family, effective day one
- Holistic wellness programs with generous incentives
- Fertility coverage
- Adoption and surrogacy assistance
- Up to 15 vacation days
- Paid holidays
- Sick leave
- Volunteer leave
- Parental leave
- 401(k) matching
- Educational and training opportunities through company programs
- Tuition assistance
- Student debt support