Retirement Analyst Tufts Medicine

Requirements

• Bachelor's degree in Human Resources, Business, Finance, or related field.
• Two (2) years of experience in retirement benefits or plan administration. Experience should include working with recordkeepers.
• Experience working with Fidelity Investments.
• Duties and Responsibilities: The duties and responsibilities listed below are intended to describe the general nature of work and are not intended to be an all-inclusive list. Other duties and responsibilities may be assigned.
• Supports day-to-day administration of retirement plans (e.g., 403(b), 457(b), pension and RMSA).
• Monitors and reconciles employee and employer contributions.
• Reviews eligibility, enrollment, and distribution activity for accuracy.
• Tracks and resolves operational issues in partnership with vendors.
• Acts as a primary contact for recordkeepers and partners such as Fidelity Investments and other legacy providers.
• Submits, tracks, and resolves service tickets (e.g., contribution errors, eligibility issues).
• Coordinates data exchanges and ensures file accuracy between systems.
• Supports annual audits in partnership with external firms (e.g., Willis Towers Watson, CBIZ).
• Prepares and validates audit documentation and census data.
• Assists with regulatory compliance activities (e.g., 5500 filings, plan testing).
• Generates and analyzes reports related to contributions, participation, and plan activity.
• Identifies discrepancies and recommends corrective actions.
• Supports ad hoc reporting requests from leadership.
• Identifies opportunities to improve workflows, reduce manual processes, and enhance data accuracy.
• Documents standard operating procedures (SOPs) and maintains process documentation.
• Assists with complex employee inquiries and escalations.
• Partners with HR, Payroll, and HRIS teams to resolve cross-functional issues.
• Physical Requirements:
• Work environment is a professional office environment with typical office requirements such as computers, phones, photocopiers, filing cabinets, etc.
• This is largely a sedentary role, which involves sitting most of the time, but may involve movements such as walking, standing, reaching, ascending / descending stairs and operate office equipment.
• Frequently required to speak, hear, communicate, and exchange information.
• Ability to see and read computers displays, read fine print, and/or normal type size print and distinguish letters, numbers, and symbols.
• Ability to work independently or in a team environment.
• Skills & Abilities:
• Strong analytical skills to evaluate data and make informed decisions.
• High level of attention to detail to ensure accuracy.
• Effectively manage vendors to build relationships.
• Communicate clearly and collaborate across teams.
• Process improvement mindset to enhance efficiency and outcomes.
• Ability to manage multiple priorities and meet deadlines.
• Strong understanding of retirement plan operations and compliance.
• Job Profile Summary

Benefits

Additional Information

About Tufts Medicine Tufts Medicine, the primary health system of Tufts University School of Medicine, brings together academic medicine and community-based care to deliver exceptional, connected and accessible services. The system includes Tufts Medical Center, Lowell General Hospital, MelroseWakefield Hospital, Lawrence Memorial Hospital of Medford, Tufts Medicine Care at Home and Tufts Medicine Behavioral Health Hospital. Supported by a network of 3,500 physicians and advanced practice clinicians, Tufts Medicine treats complex conditions, advances research and improves health in the communities it serves. Remote. Position may require occasional travel to our locations in Massachusetts as needed. Job Overview The Retirement Analyst supports the administration, compliance, and ongoing operations of the organization's retirement programs. This role partners closely with internal stakeholders and external vendors to ensure accurate plan execution, regulatory compliance, and strong employee experience. Job Description

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