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New Business Account Analyst


Dubuque, IA
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Job Details

Position Title: New Business Account Analyst
Job Code: 437118
Job Location: Iowa-Dubuque
  • Support new business plan conversions, spin-offs, start-ups, and plan mergers/acquisitions and provides consultative services to internal and external partners and clients with respect to transition of retirement plan from prior vendor. This includes:
  • Analysis of plan documents for those clients with individually designed plans wishing to utilize a Pru supported plan (Prototype, volume submitter, specimen) document.
  • Perform pre-sale plan reviews to ensure that there are no issues associated with the plan using a Pru supported plan document, and to ensure there are no obvious compliance or operational issues.
  • Provide a Prototype, Specimen, and Volume Submitter plan document drafting support. This includes support for Plan Restatements, Mergers/Acquisitions, and Spin-offs.
  • Attend strategy and plan design meetings, and any other interim internal and external meetings when necessary, and identifies retirement plan design issues based on the client’s corporate structure, acquisitions/mergers, the client’s objectives and needs, and compliance testing issues; prepare for discussion with client and/or in-house attorneys to work towards a resolution.
  • Supports Compliance Account Managers as capacity dictates.

  • 3 to 5 years experience in the DC Industry
  • Experience with 403(b), 457 and Multiemployer plans is a plus.
  • Strong understanding of legal, regulatory, and compliance rules that govern DC plans.
  • Exposure to plan document drafting, design and/or analysis would be a plus.
  • Strong communication (verbal and oral), interpersonal and analytic skills.
  • Working knowledge of Microsoft Word, Excel and Access.
  • General understanding of DC record keeping abilities, systems support capabilities.
  • Willingness to pursue professional designation/certification (ASPA, CEBS).
  • Ability to work independently and manage multiple tasks.
  • Ability to answer and consult on plan document and technical issues

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

Prudential 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, genetics, disability, age, veteran status, or any other characteristic protected by law.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.
Job Function: Retirement Plans
Schedule: Full-time
Apply on the Company Site
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