Retirement Plan Analyst – Total Administration (401)k
Location: Fully Remote (AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT) Employment Type: Full-Time
About Benetrends Financial
Benetrends Financial empowers entrepreneurs and businesses through innovative retirement funding and administration solutions. We are committed to integrity, professionalism, and exceptional client service.
Position Overview
- Benetrends Financial is seeking a Retirement Plan Analyst – Total Administration (401(k)) to manage day-to-day administration and compliance for a portfolio of retirement plan clients. This role serves as the primary client contact and ensures accurate, timely, and compliant plan administration while delivering exceptional customer service.
Key Responsibilities
- Serve as the main point of contact for assigned 401(k) clients
- Perform full-scope retirement plan administration, including contributions, loans, distributions, hardships, QDROs, and compliance testing
- Support Form 5500 preparation and ensure adherence to plan deadlines and regulations
- Research and resolve operational and regulatory compliance issues
- Communicate complex regulatory requirements in a clear, client-friendly manner
- Maintain accurate workflow and documentation in Pension Pro systems
- Collaborate with internal teams, vendors, and clients to resolve issues
- Stay current on retirement plan laws and regulations
Qualifications
- ASPPA credential(s) or willingness to obtain
- Bachelor’s degree or equivalent experience
- Working knowledge of 401(k) plan administration and IRS regulations
- Strong organizational, analytical, and problem-solving skills
- Excellent customer service, written, and verbal communication skills
- Ability to manage multiple priorities with strong attention to detail
- Proficiency in Microsoft Excel, Word, and Outlook
Work Schedule & Environment
- Monday–Friday, 8:00 am–5:00 pm (occasional evenings/weekends as needed)
- Fully remote; secure home office required
- Must live in AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT
Benefits
- Competitive compensation
- Medical, dental, and vision coverage
- Generous PTO, paid holidays, and floating holidays
- Fully remote work environment
- Professional development opportunities
- Supportive, collaborative team culture
Apply tot his job
Apply To this Job
About Benetrends Financial
Benetrends Financial empowers entrepreneurs and businesses through innovative retirement funding and administration solutions. We are committed to integrity, professionalism, and exceptional client service.
Position Overview
- Benetrends Financial is seeking a Retirement Plan Analyst – Total Administration (401(k)) to manage day-to-day administration and compliance for a portfolio of retirement plan clients. This role serves as the primary client contact and ensures accurate, timely, and compliant plan administration while delivering exceptional customer service.
Key Responsibilities
- Serve as the main point of contact for assigned 401(k) clients
- Perform full-scope retirement plan administration, including contributions, loans, distributions, hardships, QDROs, and compliance testing
- Support Form 5500 preparation and ensure adherence to plan deadlines and regulations
- Research and resolve operational and regulatory compliance issues
- Communicate complex regulatory requirements in a clear, client-friendly manner
- Maintain accurate workflow and documentation in Pension Pro systems
- Collaborate with internal teams, vendors, and clients to resolve issues
- Stay current on retirement plan laws and regulations
Qualifications
- ASPPA credential(s) or willingness to obtain
- Bachelor’s degree or equivalent experience
- Working knowledge of 401(k) plan administration and IRS regulations
- Strong organizational, analytical, and problem-solving skills
- Excellent customer service, written, and verbal communication skills
- Ability to manage multiple priorities with strong attention to detail
- Proficiency in Microsoft Excel, Word, and Outlook
Work Schedule & Environment
- Monday–Friday, 8:00 am–5:00 pm (occasional evenings/weekends as needed)
- Fully remote; secure home office required
- Must live in AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT
Benefits
- Competitive compensation
- Medical, dental, and vision coverage
- Generous PTO, paid holidays, and floating holidays
- Fully remote work environment
- Professional development opportunities
- Supportive, collaborative team culture
Apply tot his job
Apply To this Job