Retirement Benefit Analyst II

What You'll Do

Independently examine and handle complex retirement calculations and transactions within defined timing and quality standards. Act as a resource for calculation and transaction processing. Support the management and review of participant data and retirement information. Offer informal oversight and may conduct quality checks of transactions and calculations.

• Conduct retirement calculations and transactions while adhering to compliance requirements, client/legal documents, and tax considerations. Investigate and address calculation and transaction issues. Achieve performance measurement standards to guarantee calculations are timely and of high quality.
• Provide positive informal leadership influence and support to all team members. Share knowledge, possibly serving as a subject matter expert and mentor resource to internal business partners. Communicate effectively with internal business partners to resolve problems.
• Report and communicate problems, working with appropriate technical and actuarial areas for resolution as needed. Identify and recommend the most effective system solutions, workflows, and procedures for the maintenance and improvement of customer service.
• Perform other job-related duties or special projects as required.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose‑led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

• A Bachelor’s degree or equivalent experience in an analytical field is required. Fields may include Math, Actuarial Science, or Statistics. At least 1 year of related work experience is preferred.
• Strong mathematical, technical, and analytical skills combined with meticulous attention to detail.
• Must demonstrate sound decision‑making capacity alongside strong organizational skills.
• Must exhibit robust mentoring, interpersonal, and listening skills.
• Must be able to interpret plan/contract provisions and apply them to the calculation being requested.
• Needs to have the capacity to handle a heavy workload and prioritize effectively amid frequent interruptions.
• Must be a teammate and a positive influence in a team environment.
• Familiarity with spreadsheet and database or comparable PC software packages, or the capacity to learn, is preferred.
• High integrity and discretion to ensure the confidentiality of sensitive client data.

We’ll consider talent at the next level (RBA III) with the right experiences and skills.

Salary ranges below reflect targeted base salaries. Non‑sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

• Dubuque, IA/Wichita, KS/Grand Island, NE:
  • RBA II: $20.33 - $27.26 / hour
  • RBA III: $22.93 - 30.72 / hour
• Des Moines, IA/Lousiville, KY/Green Bay, WI:
  • RBA II: $21.47 - $28.77 / hour
  • RBA III: $24.21 - $32.43 / hour
• St. Louis, MO/Pittsburg, PA/Charlotte, NC:
  • RBA II: $22.60 - $30.29 / hour
  • RBA III: $25.48 - $34.13 / hour
• Denver, CO/Houston, TX/Chicago, IL/Minneapolis, MN:
  • RBA II: $24.86 - $33.32 / hour
  • RBA III: $28.03 - $37.55 / hour
• Seattle, WA/Los Angeles, CA/New York City, NY:
  • RBA II: $27.11 - $36.35 / hour
  • RBA III: $30.58 - $40.96 / hour

Personal Time Off (PTO) is provided to hourly (non‑exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short‑term illness.

Yes

This role provides options for in‑office, hybrid, or remote work. Hybrid means at least three office days per week. Remote work is available…