At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.
The Senior Benefits Analyst supports the Broadridge Benefits team in the delivery and administration of qualified and non-qualified retirement benefits. This role acts as a subject matter expert responsible for providing guidance and support to associates, managers, and HR partners, ensuring compliance, accuracy, and a high level of customer service. This role partners closely with HR, Legal, Finance, Payroll, and external vendors, and plays a critical role in plan governance, risk management, and continuous improvement of retirement benefits.
Job Description - Manage the complex administration of retirement plans, including 401(k), non-qualified deferred compensation (NQDC) and executive retirement programs.
- Monitor and audit data interfaces between Broadridge systems and vendor partners to ensure data accuracy and integrity.
- Manage and resolve escalated participant issues by researching and coordinating with internal and external stakeholders to deliver timely solutions. Identifies and corrects issues and works with vendor partners to conduct root cause analysis.
- Review and reconcile deferral elections, plan contributions, employer match, forfeitures, distributions, vesting, and loan activity.
- Maintain and enhance standard operating procedures and process workflows; proactively identify and implement process improvements.
- Plays a crucial role in managing financial integrity using the vendor partner interfaces, reporting tools and data analysis skills to monitor plans and complete audits to ensure accuracy and improve plan efficiency.
- Ensure compliance adherence to ERISA, IRS, Department of Labor and IRC Section 409A regulations and applicable tax and reporting requirements.
- Completes and supports compliance activities such as Plan Testing, Form 5500 filings, SOX, standard audits, and federal and state regulations.
- Prepare reports for management and regulatory bodies including data preparation for benchmarking studies, market surveys, extraction of vendor reports and department reporting needs.
- Facilitates M&A benefit plan due diligence and related activities.
- Coordinate with external vendors and internal partners to deliver educational materials and programs to promote financial wellbeing and retirement readiness among plan participants.
- Contribute to departmental initiatives and projects, providing operational and project management support as needed. This includes strong cross-functional and back-up support within the benefits team.
- Act in the best interests of the plan's participants and beneficiaries, adhering to fiduciary duties.
- Maintain an ongoing effort to stay current with benefit trends and legislative updates.
- Limited travel time (less than 5 % per year) as needed for open enrollment testing and vendor meetings.
Skills Required - Strong analytical skills and attention to detail
- Excellent communication skills with the ability to present to senior leaders and executives.
- Ability to prioritize and manage multiple competing priorities
- Advanced knowledge of retirement plan regulations and financial products,
- Strong understanding of 401(k) plan design, compliance testing, audits, and fiduciary responsibilities.
- Advanced Excel and reporting skills; experience with HRIS (workday), payroll (Globalview), and recordkeeping (Fidelity PSW) platforms preferred.
- High degree of discretion and integrity when handling confidential information.
- Additional benefit and leaves of absence experience highly preferred.
Education & Experience - Bachelor's degree in finance, Accounting, Human Resources, Business, or related field.
- 5+ years of progressive experience in corporate retirement plan administration, including both qualified retirement plans and non-qualified deferred compensation plans in a corporate HR environment.
- Prior experience with mergers and acquisitions
Salary range $90,000.00- $110,000.00. Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit for more information on our comprehensive benefit offerings.
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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at or by sending an email to
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