Benefits Analyst III

Benefits Analyst III – Retirement Plans

Contract to Hire 

Location: Onsite – Newport Beach, CA

About the Role

We are seeking an experienced Benefits Analyst III – Retirement Plans to provide operational, analytical, and compliance support for corporate retirement benefit programs. This role plays a critical part in ensuring retirement plans are administered accurately, efficiently, and in full compliance with regulatory requirements.

The ideal candidate is highly self-directed, detail-oriented, and comfortable leading initiatives independently while collaborating with cross-functional partners and external vendors.

What You’ll Do

• Lead administration and analysis of retirement plans, including 401(k), Deferred Compensation Plans (DCP), and Supplemental Executive Retirement Plans (SERP)

• Ensure retirement plans operate in compliance with plan documents and all applicable laws and regulations

• Manage vendor relationships and monitor performance against agreed service levels

• Forecast retirement plan expenses and track budget vs. actuals as part of the annual budgeting process

• Oversee ancillary benefits programs, such as financial wellbeing initiatives

• Support development of employee communications to improve understanding of retirement benefits

• Manage DCP annual enrollment and annual/ad-hoc nonqualified distributions

• Complete compliance activities, including annual audits, non-discrimination testing, and required filings (e.g., Form 5500, 8955-SSA)

• Coordinate retirement plan Investment Committee meetings, including agendas, materials, documentation, and follow-ups

• Analyze industry trends and business needs to recommend and support plan enhancements

• Resolve escalated retirement benefits inquiries from employees, retirees, and HR partners

• Manage actuarial valuation data requests in partnership with Finance and external consultants

• Support retirement plan corrections as needed

• Stay current on retirement plan regulations through ongoing research and education

• Participate in process improvement initiatives and additional ad-hoc benefits projects

What You Bring

• Bachelor’s degree in Business Administration, Human Resources, or a related field

• 5+ years of experience in benefits administration or related professional experience

• Strong analytical and problem-solving skills with a data-driven mindset

• Proven experience managing vendors and working with external service providers

• Excellent organizational skills and attention to detail, with the ability to manage multiple priorities

• Strong written and verbal communication skills

• Proficiency in Microsoft Office, especially Excel

• Solid understanding of benefits, HR processes, compliance, and regulatory requirements

• Hands-on experience with Workday or similar HRIS platforms

Required Skills

• Workday or comparable HRIS experience

• Advanced Microsoft Excel proficiency

• Knowledge of benefits administration, compliance, and HR processes

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