Retirement Intern - Data and Retirement Operations

Christian Brothers Services (CBS) is a nonprofit organization providing health, retirement, risk, and consulting solutions to Catholic organizations nationwide. With more than 250 employees, CBS delivers mission-driven services through strong financial stewardship and operational excellence.

We are seeking a motivated Retirement Intern – Data & Retirement Operations to support the Enterprise Operations – Retirement team. While this position reports through the Enterprise Operations division, interns collaborate across the full Retirement division and gain exposure to both Retirement Solutions and Enterprise Operations. This position provides hands-on experience supporting pension and 403(b) retirement plan operations, including participant data management, plan administration activities, and operational projects.

This is a structured, paid summer internship designed to provide meaningful work experience and direct mentorship.

Pay Rate: $17.00/hour

What You’ll Gain

• Exposure to retirement plan administration, including defined benefit pension and 403(b) plans
• Experience working with large data files and financial systems supporting retirement programs
• Hands-on experience supporting pension calculations, data reconciliation, and operational processes
• Collaboration with teams across both Retirement Solutions and Enterprise Operations
• Professional mentorship within a mission-driven organization

Key Responsibilities

Retirement Solutions Project Support

• Prepare and reconcile participant and employer data files using Excel and other systems
• Merge and manage data from multiple sources while resolving duplicate records and format differences
• Support calculations related to pension liabilities and amortization reporting
• Convert data between systems to support operational processing and reporting needs
• Review and update Salesforce account records to ensure data accuracy
• Maintain documentation libraries including FAQs, timelines, and internal process guides

Retirement Operations Support

• Enter participant data changes into retirement administration systems for pension and 403(b) plans
• Process pension verification letters and related documentation
• Monitor outstanding benefit calculations and initiate follow-up procedures
• Process beneficiary election updates and participant record changes
• Support annual retirement plan mailings and system updates
• Assist with actuarial valuation data cleanup and documentation management
• Track and organize retirement plan adoption agreements and related documentation

Why CBS?

• Paid internship ($17/hour)
• Meaningful, hands-on project experience
• Direct mentorship and professional exposure
• Mission-driven organization serving communities nationwide

Qualifications

• Pursuing a degree in Finance, Business, Data Analytics, Economics, Mathematics, Actuarial Science, or a related field
• Strong analytical and organizational skills
• Proficiency in Microsoft Excel
• Strong attention to detail and problem-solving ability
• Interest in retirement plan administration or financial operations
• Student applicants must have completed their sophomore year of college prior to the start of the internship (i.e. you must be an incoming college Junior or Senior)