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Retirement Analyst - Retirement Consultant

June 4, 2026

Job Description:The Retirement Analyst is responsible for assisting caregivers, participants & retirees with processing retirement related transactions and works under the direction of the Manager Retirement Operations. Provides support & direction to leadership, participants and retirees in key functional areas including the pension plans, retiree welfare benefits, and 401k, 403b, 457 plans.<ul><li><div>The following states are currently paused for sourcing new candidates or for new relocation requests for current caregivers (updated 5/8/2026):</div><ul><li>California, Connecticut, Hawaii, Illinois, Massachusetts, Minnesota, New York, Pennsylvania, Rhode Island, Vermont, Washington.</li></ul></li></ul>This is a TEMPORAY position/no benefitsLooking for candidate with experience with attention to detail, analytics, working under deadlines, retirement experience, Excel spreadsheetsEssential Functions<ul><li>Reports to the Retirement Operations Manager. Complies with all ERISA, DOL and IRS regulations and guidelines pertaining to defined benefit and defined contribution plans and adhere to department values, policies, procedures, and security / confidentiality requirements and best security practices. Responsible for ensuring compliance with plan documentation as well as safeguarding Intermountain Retirement plan assets by accurately and efficiently processing retirement transactions, answering questions, and resolving concerns. </li><li>Acts as a subject matter expert and resource to others in Retirement benefits including the defined benefit plans (including pension administration & benefit payments), the retiree welfare benefits plan (retiree medical, dental, life, & legal insurances), and the defined contribution plans (payroll contributions, match, 2% contributions, maximizing contributions and plan administration.</li><li>Acts the liaison with Payroll, Benefits, HRIS, Finance, Operations, external plan trustees, external auditors, and third-party administrators for the defined benefit and contribution plans. Interfaces, extracts, and analyzes data to ensure accurate transfer and reporting of information to trustees and other databases associated with the Retirement Program. Handles specialized and complex calculations, and researches problems or discrepancies. Advises on coverage eligibility and process requirements and coordinates payments and the transfer of benefit payment interface files to stakeholders and third parties.</li><li>Reviews, authorizes, and approves transactions, processes, reconciliations, and controls completed by other members of the team and provides backup support for team members and their functions, including plans administration, in-house recordkeeping, operations, and trust relations. </li><li>Performs retirement operational duties including calculating benefits, setting up and managing benefit payments, troubleshooting issues, evaluating benefit eligibility, performing plan calculations, researching, and responding to cases and escalations, and participant distributions. Determines, as required by plan provisions, which employees are eligible to participate in the plans. Interprets plan provisions, policies, procedures, and applicable laws as required. </li></ul>Skills<ul><li>Project Management</li><li>Defined Benefit Plans</li><li>Defined Contribution Plans</li><li>Systems Administration</li><li>Benefits Administration</li><li>Analytical Thinking</li><li>Operational Decisions</li><li>Teamwork</li><li>Complex Problem Solving</li><li>Coordination</li></ul>Qualifications<ul><li>Bachelor's degree, preferably in Business, Finance, Accounting, Economics or other related field. Degree must be obtained through an accredited institution. Education is verified.</li><li>Experience working with Retirement Plans Administration or employee benefit related area.</li><li>Experience working with regulations that impact retirement benefits plan administration.</li><li>Superior computer skills including working knowledge of worksheets and word processing</li><li>Detail-oriented with strong organizational skills</li><li>Strong problem-solving skills</li></ul>Preferred Qualifications<ul><li>MBA or Graduate Degree in Finance, Accounting, Economics or other business-related field. Degree must be obtained through an accredited institution. Education is verified.</li></ul>Physical Requirements<ul><li>Interact with others requiring employee to verbally communicate as well as hear and understand spoken information.</li><li>Operate computers, telephones, office equipment, and manipulate paper requiring the ability to move fingers and hands.</li><li>See and read computer monitors and documents.</li><li>Remain sitting or standing for long periods of time to perform work on a computer, telephone, or other equipment.</li></ul>Location:Employee Service CenterWork City:MurrayWork State:UtahScheduled Weekly Hours:40The hourly range for this position is listed below. Actual hourly rate dependent upon experience. $33.75 - $53.16We care about your well-being – mind, body, and spirit – which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged. Learn more about our comprehensive benefits package <a href="https://intermountainhealthcare.org/careers/benefits" target="_blank" rel="noopener noreferrer">here</a>.Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.At Intermountain Health, we use the artificial intelligence ("AI") platform, HiredScore to improve your job application experience. HiredScore helps match your skills and experiences to the best jobs for you. While HiredScore assists in reviewing applications, all final decisions are made by Intermountain personnel to ensure fairness. We protect your privacy and follow strict data protection rules. Your information is safe and used only for recruitment. Thank you for considering a career with us and experiencing our AI-enhanced recruitment process.All positions subject to close without notice.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...