Benetrends Financial

Retirement Plan Analyst (401k) – Remote

Posted 7 days ago

United States

⭐ 2-5 years experience

customer-service communication documentation compliance

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AI Summary

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.

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:

- Contributions
- Participant loans
- Distributions
- Hardship withdrawals
- QDRO processing

Performing compliance testing, including ADP/ACP and 402(g) testing

Supporting annual compliance requirements, Form 5500 preparation, and plan deadlines.

Researching and resolving operational and compliance issues

Maintaining accurate workflow management and documentation in Pension Pro

Explaining retirement plan regulations and complex concepts in a clear, client-friendly manner

Delivering exceptional service that builds long-term client relationships

What We're Looking For

Experience in 401(k) plan administration and retirement plan compliance

Working knowledge of IRS and ERISA regulations

Exceptional customer service and relationship-building skills

Strong analytical thinking and problem-solving abilities

Excellent attention to detail and organizational skills

Strong written and verbal communication skills

Proficiency in Microsoft Excel, Word, and Outlook

ASPPA 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.

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Benetrends Financial

Retirement Plan Analyst (401k) – Remote

AI Summary

Why You'll Love Working at Benetrends

What We Offer

Automatically Apply to the Best Remote Jobs

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Benetrends Financial

Retirement Plan Analyst (401k) – Remote

AI Summary

Why You'll Love Working at Benetrends

What We Offer

Automatically Apply to the Best Remote Jobs

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