Retirement Plan Analyst

• Perform and administer 401(k) and Deferred Compensation Plans including timely deposits of contributions and loan payments for all payroll cycles weekly. Appropriate files must be kept weekly for audit purposes.
• Ensure all weekly retirement plan interfaces are sent and received by the vendor. Validate file totals weekly and all interface error reports.
• Update vendor website with financial information and adjustments needed in the weekly validation process.
• Ensure all retirement plan payments made are reconciled to General Ledger and pending adjustments are kept in a log ensuring they are cleared by the next reporting period. Must be able to communicate any reconciling differences to the Accounting Department, 401k Provider, Auditor, Controller and Management.
• Ensure the data quality and system configuration of all retirement plans in the HRIS systems are compliant with each plan document. This will involve providing system business requirements, testing of interface and payroll files and data in the Quality Assurance Environment to ensure the accurate administration of plans.
• Utilize multiple reporting tools to create a variety of ad-hoc and census reports, benefit reports, payroll reports and spreadsheets concerning enrollments, demographic data, payroll deductions and accruals in General Ledger.
• Prepare and validate all reports for all 401(k) Benefit audits (union and non-union). The analyst will lead the audit, and coordinate all meetings with Legal, Controller, and External Auditor. The analyst will gather all internal and external data, research discrepancies, and analyze and recommend corrective actions to Management, Accounting and local Controller.
• Analysis and reporting of data from multiple data sources; define problems, independently conduct research, formulate solutions and make recommendations.
• Along with Sr. Retirement Plan Analyst, prepare all reports needed for Year-End and 401(k) nondiscrimination testing. Research, document and log all items as requested by the vendor.
• Work with the Sr. Retirement Plan Analyst to coordinate the Trustee to Trustee Asset Transfer Process. Prepare all reporting and plan needs pertaining to Trustee to Trustee transfers, and the implementation of a new 401k plan as related to SGWS acquisitions, start-ups, mergers and unions.
• Manage all retirement plan inquiries. Use Plan Documents, Summary Plan Descriptions, Adoption Agreements and other referenced materials to address and resolve all Company, Provider and employee inquiries in a timely and courteous manner.
• The critical nature of this job may require extended hours.
• Perform other duties as assigned.

• A Bachelor's Degree in Accounting, Human Resources, Finance or Business Related Field.

• Minimum 5 years of comprehensive Benefits, Accounting, analytical and reporting experience when it comes to Pension, 401k and Benefits Administration.
• Ability to analyze large amounts of data. Identify and troubleshoot trends. Present trends to Management and Legal.
• Proven aptitude for analysis of data and creation of queries.

• Knowledge of SAP HRIS systems
• Knowledge of finance and accounting practices, financial analysis, audits and reporting.
• Knowledge of 401(K), 409(A) and Benefits Administration and Accounting.

• Highly organized, self-starter, with the ability to prioritize and multi-task.
• Excellent organization and project management skills.
• Strong organizational skills; able to plan proactively and meet deadlines in a fast-paced environment.
• Ability to work independently and to carry out assignments to completion.
• Excellent written and verbal communication skills.
• Solid technical aptitude and troubleshooting skills.
• Ability to be both an effective team member and a self-starter.
• Must be proficient in Microsoft Office. Working knowledge in Excel, v look-ups and pivot tables required. Experience with macros is a plus.
• Effective interpersonal skills to build strong customer relationships and interact professionally with all levels in the organization.

• Able to develop spreadsheets, reports, visual presentations, and other materials that will support training, process improvements, departmental goals and overall performance.
• Ability to process information with high levels of accuracy.
• Ability to identify discrepancies and inconsistencies in available information and explains variances.
• Ability to produce high-quality work with a focus on continuous improvement and best practices.
• Ability to ensure proper protection of the organization's confidential information.
• Ability to handle and resolve complex 401(k) and Benefits related issues.
• Flexible to change and self-motivated to excel, in a fast-paced environment.

Southern Glazer's Wine & Spirits is the largest distributor of beverage alcohol in North America, and proud to be a multi-generational, family-owned company. Southern Glazer's has a proud history of consistently delivering impeccable service in 44 states, plus the District of Columbia, Canada and the Caribbean. It's all made possible by our employees. Our careers focus on delivering a captivating and rewarding experience. Challenging our colleagues every step of the way, we provide the tools for them to grow, succeed and accomplish both their personal and professional goals. Together, we can deliver the highest quality service for our suppliers and our customers while we put you on the career path you've been looking for.Southern Glazer's is nationally recognized by its supplier partners as well as by its customers for its state-of-the-art distribution capabilities and its leading-edge information technology. We also believe in the importance of giving back, being a socially responsible corporate citizen and making generous contributions to national, state and local charitable organizations.