Retirement Plan Consultant / Administrator

Location: Remote (Must live in CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, or UT) Employment Type: Full-Time About The Role Benetrends Financial is seeking a Retirement Plan Consultant/Administrator to serve as the primary point of contact for a group of existing retirement plan clients. In this role, you’ll manage all aspects of 401(k) plan administration—including testing, Form 5500 preparation, plan design support, and compliance—while delivering an exceptional client experience. You will develop and maintain a strong understanding of retirement plans, regulations, and Benetrends’ products to help clients effectively administer and optimize their plans. What You’ll Bring A genuine passion for supporting clients with their retirement plan needs A team-first mindset Flexibility and a willingness to embrace change Key Responsibilities Perform all daily plan administration: contributions, loans, distributions, hardships, QDROs Conduct nondiscrimination and compliance testing; present correction strategies and future improvement options Prepare signature ready Form 5500s and other required government filings Research and resolve operational, regulatory, and compliance issues Participate in client meetings and provide clear, accessible explanations of plan rules and testing Use independent judgment to research complex issues and provide recommendations Review and maintain legal plan documents to ensure IRS/DOL compliance Collaborate with internal teams, clients, and vendors to resolve outstanding plan issues Educate plan sponsors as needed on their roles and responsibilities About You You are an experienced retirement plan professional who can explain complex concepts clearly and build strong client relationships. You thrive in a team environment, have excellent communication skills, and can prioritize effectively. Must Reside In One Of The Following States CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT. Qualifications ASPPA credential(s) or willingness to obtain Strong customer service skills and ability to manage client expectations Advanced understanding of retirement plan administration Proficiency with Microsoft Office (Excel, Word, Outlook) Pension Pro And/or Ftwilliam.com Experience Preferred (not Required) Secure home office environment with reliable internet Benefits PTO (vacation, sick, personal time) 401(k) Paid holidays + floating holidays Medical, Dental, Vision Life Insurance & LTD Fully remote role Work with a great, supportive team About Benetrends Financial Benetrends helps entrepreneurs and businesses with innovative retirement plan funding and administration solutions. We are committed to exceptional service, regulatory expertise, and a collaborative team culture. Learn more: Apply tot his job

Apply tot his job

Apply To this Job