Job Description
Job Description Retirement Plan Analyst 401 (k) Fully Remote | Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT Join a Team Where Your Expertise Makes a Difference
Benetrends Financial is seeking an experienced 401(k) Retirement Plan Analyst to join our growing team. In this role, you'll partner with business owners and plan sponsors to ensure their retirement plans run smoothly, remain compliant, and deliver value to participants.
If you're passionate about retirement plan administration, enjoy building strong client relationships, and thrive in a collaborative environment, we'd love to hear from you.
What You'll Do As a Retirement Plan Analyst, you will serve as a trusted advisor to a portfolio of 401(k) plan clients by: Acting as the primary point of contact for assigned retirement plan clients Managing day-to-day plan administration activities, including:
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- Contributions
- Participant loans
- Distributions
- Hardship withdrawals
- QDRO processing
Performing compliance testing, including ADP/ACP and 402(g) testingSupporting annual compliance requirements, Form 5500 preparation, and plan deadlines.Researching and resolving operational and compliance issuesMaintaining accurate workflow management and documentation in Pension ProExplaining retirement plan regulations and complex concepts in a clear, client-friendly mannerDelivering exceptional service that builds long-term client relationships What We're Looking For Experience in 401(k) plan administration and retirement plan complianceWorking knowledge of IRS and ERISA regulationsExceptional customer service and relationship-building skillsStrong analytical thinking and problem-solving abilitiesExcellent attention to detail and organizational skillsStrong written and verbal communication skillsProficiency in Microsoft Excel, Word, and OutlookASPPA credentials (or a desire to pursue professional certifications) preferred Why You'll Love Working at Benetrends
We believe great employees deserve great benefits and opportunities.
What We Offer
Competitive salary and comprehensive benefits package
Medical, dental, and vision insurance
LTD and STD
Generous paid time off and paid holidays
Fully remote work environment
Ongoing professional development and career growth opportunities
Collaborative, supportive team culture
Stable company with a strong reputation and long-tenured employee
Ready to Grow Your Career? If you're looking for a rewarding opportunity where your expertise is valued and your professional growth is encouraged, we'd love to connect with you.