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Principal Plan Reporting Analyst I in Charlotte, North Carolina

Principal is hiring for a Plan Reporting Analyst I to join the Government Plan Reporting team! The selected candidate will provide critical support to our retirement plan customers by preparing required government filings and compliance tests. This role is an important component of our successful management of our customer's retirement plans ensuring that these plans meet the identified government standards.

Some responsibilities include:

  • Complete the most complex government filings or compliance tests and related services within prescribed IRS/DOL/PBGC deadlines and client requested timing. Prepare accurately and efficiently with minimal assistance.

  • Provide support and answers to questions for internal service partners, external clients and auditors.

  • Support peers by assisting with both technical and process related questions. Provide a mentoring relationship as requested.

  • Participate in or lead department initiatives/projects including but not limited to process and system improvements.

  • Responsible for ensuring that appropriate documentation is maintained and accessible, per current regulations and internal policies and procedures.

  • Compile and prepare management statistics to monitor timely completion of work per IRS, DOL, and external customer requirements.

  • Perform other job-related duties or special projects as needed.

Success in this position requires operating with a high level of accuracy and attention to detail, strong verbal and written communication skills, and working independently to complete critical plan reporting and compliance testing activities.

We are looking for a candidate with the following:

  • Bachelor's degree or equivalent experience

  • 2+ years of related professional experience

Additional qualifications include:

  • Strong written and verbal communication skills with individuals at all levels along with strong problem solving, decision making, organizational and time management skills

  • Must be a self-starter who can work independently and within a team environment

  • Advanced PC skills including Microsoft Word, Excel, SharePoint and OneNote and Teams

  • Preferred knowledge of government reporting forms, or compliance testing, and general regulations related to the retirement plan business

  • The ability to support Additional Time during testing season and then as needed throughout the year


This role offers the ability for in-office, hybrid ​and remote work arrangements. Candidates that live within 50 miles of Des Moines IA or Charlotte NC will be required to work from the office 2 days per week.

What you'll get from us:

  • Competitive pay, benefits, perks and more. We’ll reward you for the skills and experience you have.

  • Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.

  • A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.

  • Have a great job and a great life! Sure, work is important. But so is your family. And your friends. And your community. That’s why we provide the flexibility needed to find the right balance between your job and the rest of your life.

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.

$51000 - $98400 / year

How we hire

Once you apply, your application is hand reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via email. If selected, you’ll receive an email from Principal Talent Team to complete a pre-recorded interview on your own time. Be sure to check your email frequently and follow the steps shared to submit timely.

Learn more about our hiring steps and find answers to frequently asked questions.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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.

Need assistance? Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact Human Resources at (515) 247.MYHR (6947) or at 1.866.524.MYHR (6947).


Requisition ID: 2023-39013

Enterprise Segment: RIS

Business Area: Pension

External Company Name: Principal Financial Group

Street: 401 McCullough Dr, St 200 & 300

Remote: Yes

FLSA Status: Exempt

Post End Date: 3/21/2023