Retirement Plan Analyst Total Administration
Job Posting: Retirement Plan Analyst (Total Administration I)
Location: Remote — Open to residents of AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT, VA
Type: Full-Time | Exempt
Reports To: Client Services Supervisor
About Benetrends Financial
At Benetrends Financial, we empower entrepreneurs and businesses through innovative retirement funding and administration solutions. Our team is dedicated to delivering exceptional service while helping our clients navigate the complexities of retirement plan compliance and performance. We take pride in fostering a collaborative, client-focused environment where integrity and professionalism guide everything we do.
Position Overview
We are seeking a Retirement Plan Analyst to join our Retirement Plan Services team. In this role, you will serve as the primary contact for a group of existing clients, overseeing all aspects of plan administration and compliance. You’ll ensure our clients’ retirement plans remain compliant, well-managed, and aligned with their business and financial goals.
Key Responsibilities
• Administer daily retirement plan operations including processing contributions, loans, distributions, hardship withdrawals, and QDROs.
• Conduct annual nondiscrimination and other compliance testing; recommend and communicate strategies for correction and future improvements.
• Prepare and file accurate, signature-ready Forms 5500 and other required government filings.
• Act as a trusted advisor, clearly communicating regulatory and plan information to clients in an understandable and actionable manner.
• Maintain and interpret legal plan documents; assist clients in ensuring ongoing compliance with IRS/DOL regulations.
• Troubleshoot and resolve client issues independently while collaborating with internal departments as needed.
• Monitor and manage workflow using internal CRM systems, ensuring timely task completion.
• Educate plan sponsors on fiduciary responsibilities and compliance requirements.
• Take full ownership and accountability for assigned client plans, from onboarding through ongoing service.
• Support the organization’s commitment to superior client service through professionalism, responsiveness, and accuracy.
Required Qualifications
• Bachelor’s degree or equivalent combination of education, training, and experience (ASPPA credentials a strong plus, or willingness to obtain).
• Minimum of 2 years' experience in retirement plan administration, with strong understanding of 401(k) regulations, compliance, and plan design.
• Proven customer service skills with the ability to communicate clearly, manage client expectations, and resolve issues effectively.
• Advanced knowledge of IRS and DOL regulations related to qualified retirement plans.
• Strong multitasking, organizational, and time management abilities.
• Proficient in Microsoft Excel, Word, and Outlook.
• Excellent written and verbal communication skills; ability to convey complex information clearly and professionally.
• Demonstrated ability to work independently, take initiative, and contribute effectively in a team environment.
Work Schedule & Environment
• Standard hours: Monday to Friday, 8:00 a.m. – 5:00 p.m.
• Occasional evening or weekend hours may be required.
• Fully remote role — available to candidates residing in AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT, VA.
• Fast-paced, collaborative work culture with a strong focus on client success.
Benefits at Benetrends Financial
• Competitive compensation
• Comprehensive medical, dental, and vision coverage
• Generous vacation time
• Paid holidays and floating holidays
• Fully remote work environment
• Professional development and growth opportunities
• Supportive and collaborative team culture
Physical Requirements
• Ability to remain in a stationary position for extended periods
• Regular use of computer and telephone equipment
• Capability to handle high-pressure situations and client interactions with professionalism
Ready to make a meaningful impact in retirement plan administration?
Apply today and join a team that’s shaping the financial futures of business owners across the country.
Apply Now
Location: Remote — Open to residents of AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT, VA
Type: Full-Time | Exempt
Reports To: Client Services Supervisor
About Benetrends Financial
At Benetrends Financial, we empower entrepreneurs and businesses through innovative retirement funding and administration solutions. Our team is dedicated to delivering exceptional service while helping our clients navigate the complexities of retirement plan compliance and performance. We take pride in fostering a collaborative, client-focused environment where integrity and professionalism guide everything we do.
Position Overview
We are seeking a Retirement Plan Analyst to join our Retirement Plan Services team. In this role, you will serve as the primary contact for a group of existing clients, overseeing all aspects of plan administration and compliance. You’ll ensure our clients’ retirement plans remain compliant, well-managed, and aligned with their business and financial goals.
Key Responsibilities
• Administer daily retirement plan operations including processing contributions, loans, distributions, hardship withdrawals, and QDROs.
• Conduct annual nondiscrimination and other compliance testing; recommend and communicate strategies for correction and future improvements.
• Prepare and file accurate, signature-ready Forms 5500 and other required government filings.
• Act as a trusted advisor, clearly communicating regulatory and plan information to clients in an understandable and actionable manner.
• Maintain and interpret legal plan documents; assist clients in ensuring ongoing compliance with IRS/DOL regulations.
• Troubleshoot and resolve client issues independently while collaborating with internal departments as needed.
• Monitor and manage workflow using internal CRM systems, ensuring timely task completion.
• Educate plan sponsors on fiduciary responsibilities and compliance requirements.
• Take full ownership and accountability for assigned client plans, from onboarding through ongoing service.
• Support the organization’s commitment to superior client service through professionalism, responsiveness, and accuracy.
Required Qualifications
• Bachelor’s degree or equivalent combination of education, training, and experience (ASPPA credentials a strong plus, or willingness to obtain).
• Minimum of 2 years' experience in retirement plan administration, with strong understanding of 401(k) regulations, compliance, and plan design.
• Proven customer service skills with the ability to communicate clearly, manage client expectations, and resolve issues effectively.
• Advanced knowledge of IRS and DOL regulations related to qualified retirement plans.
• Strong multitasking, organizational, and time management abilities.
• Proficient in Microsoft Excel, Word, and Outlook.
• Excellent written and verbal communication skills; ability to convey complex information clearly and professionally.
• Demonstrated ability to work independently, take initiative, and contribute effectively in a team environment.
Work Schedule & Environment
• Standard hours: Monday to Friday, 8:00 a.m. – 5:00 p.m.
• Occasional evening or weekend hours may be required.
• Fully remote role — available to candidates residing in AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT, VA.
• Fast-paced, collaborative work culture with a strong focus on client success.
Benefits at Benetrends Financial
• Competitive compensation
• Comprehensive medical, dental, and vision coverage
• Generous vacation time
• Paid holidays and floating holidays
• Fully remote work environment
• Professional development and growth opportunities
• Supportive and collaborative team culture
Physical Requirements
• Ability to remain in a stationary position for extended periods
• Regular use of computer and telephone equipment
• Capability to handle high-pressure situations and client interactions with professionalism
Ready to make a meaningful impact in retirement plan administration?
Apply today and join a team that’s shaping the financial futures of business owners across the country.
Apply Now