Benetrends Financial

Serve as the primary point of contact for 401(k) plan clients, managing day-to-day administration including contributions, loans, and distributions. Perform essential compliance testing and support annual requirements such as Form 5500 preparation.

Coordinate the onboarding process for ROBS clients by managing documentation, stock issuance, and capitalization activities. Provide critical support for SBA lender requirements and maintain accurate client records across internal systems.