Hiring: Retirement Project Specialist Company: Aegon Location: United States Job Posted Time: 2026-09-16 11:52:06 Employment Type: Remote Target Skills & Keywords : Microsoft Excel About the job Experience: •3-5 years pension, accounting or technical required. •5 years pension, accounting or technical required. Required Skills: •Format EXCEL files and program calculation by implementing “IF” statements to perform Match/Profit Sharing calculations for Mega and Large market clients. •Accumulating data from ongoing remittance files. Ensure true accuracy of these “quarterly” accumulated files needed for Plan Testing purposes as well as determining Employer contributions. •Interface directly with client on discrepancies or questions concerning the Match/Profit Sharing calculations. •Review plan document to determine Outsource Services. •Interface directly with the client to develop test files for data required to support Outsourcing. •Load data and activate Outsource Services for In-Force plans. Qualifications: •Bachelor’s degree in business, system-related degree, or equivalent experience required. •Comprehensive knowledge of processes and systems used with expertise in most job functions. •Strong PC skills required including electronic mail, routine database activity, work processing, spreadsheet, etc. •AQT and Spufi knowledge required. •Knowledge of various software packages including EXCEL with emphasis on formula writing and creating Macros to calculate Employer contributions. •Demonstrated capacity to use text editors to review file data necessary to support Outsource Services. •Knowledge of AQT and ROC applications. •Strong problem-solving skills needed to isolate and resolve data issues for Employer contribution files. •Excellent time management and organizational skills to meet client deadlines. •Knowledge of Transamerica’s PIII record keeping system. Compensation: •$58,500 - $68,500 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!