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 Who You Are + A Bacheloru2019s 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 Weu2019ll consider talent at the next level (RBA III) with the right experiences and skills. Salary Range Information 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. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $20.33 - $40.96 / hour Salary Details The following locations are examples of market-specific salary ranges across different geographies. Please note, we are open to hiring Nation-wide for this role, these are simply an example of salaries in these geographic areas. + 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 Time Off Program 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. Pension Eligible Yes Work Environments This role provides options for in-office, hybrid, or remote work. Hybrid means at least three office days per week. Remote work is available only if you live more than 30 miles from Des Moines, IA, Charlotte, NC, or Raleigh, NC. You will collaborate with your leader to choose the best option based on several factors. Job Level Weu2019ll consider talent at the next level with the right experiences and skills. To consider candidates at the RBA III level please see below for qualifications: + A Bacheloru2019s degree or equivalent experience is preferred, ideally in an analytical field like Math, Actuarial Science, or Statistics. Alternatively, 2+ years of relevant work experience is also preferred. + Robust mathematical, technical, and analytical expertise paired with meticulous attention to detail + Must possess strong decision-making and organizational abilities + Familiarity with Defined Benefit plans and the skill to conduct accurate calculations in line with plan specifications. + Strong Excel skills, including proficiency with formulas, macros, and other specialized functions. Work Authorization/Sponsorship Currently, we are not reviewing candidates who require any form of immigration sponsorship, including temporary or permanent authorization, to work in the United States. This applies to statuses such as F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and others. For more details on work authorization, please refer to the provided links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Ethics Code In Principal Asset Management positions, following an Investment Code of Ethics is required. This covers personal and business conduct plus personal trading actions for you and your household. These standards may also affect other jobs throughout the organization. Experience Principal At Principal, we prioritize building relationships on both personal and professional levels. Together, weu2019re creating a future for financial services that is guided by purpose u2013 and that starts with you. Our success is built upon the unique experiences, backgrounds, and abilities of our employees. And we provide support to our employees just as we do for our customers: through comprehensive, competitive benefit programs aimed at protecting their physical, financial, and social well-being. Explore our careers site to find out more about our purpose, values, and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 3/6/2026 Most Recently Posted Date 3/6/2026 LinkedIn Remote Hashtag #LI-Remote

Created: 2026-03-09