Summary
A 401(k) Retirement Plan Analyst serving as primary contact for plan clients, managing contributions, distributions, loans, compliance testing (ADP/ACP, 402(g)), Form 5500 preparation, and resolving operational issues using Pension Pro software.
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:
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- Contributions
- Participant loans
- Distributions
- Hardship withdrawals
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
Salary 70k negotiable based on experience.
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.