Retirement Plan Analyst (401k) - Remote

Overview

As a Retirement Plan Analyst at Benetrends Financial, you will manage day-to-day administration and compliance of 401(K) clients, serving as their main point of contact and ensuring they understand their retirement plans.

In Short

• Build strong relationships with 401(K) clients.
• Handle full scope plan administration including contributions, loans, and compliance testing.
• Support Form 5500 preparation and meet deadlines.
• Research and resolve compliance questions.
• Explain regulations to clients in an understandable way.
• Maintain accurate workflow and documentation.
• Collaborate with internal teams and clients.
• Stay informed on retirement plan laws and developments.

Requirements

• ASPPA credential or willingness to obtain.
• Bachelor's degree or equivalent experience.
• Knowledge of 401(k) plan administration and IRS rules.
• Strong analytical and problem-solving skills.
• Excellent customer service and communication skills.
• Ability to manage multiple priorities accurately.
• Proficiency in Microsoft Excel, Word, and Outlook.

Benefits

• Competitive compensation.
• Medical, dental, and vision coverage.
• Generous PTO and paid holidays.
• Fully remote work environment.
• Professional development and ASPPA support.
• A collaborative and supportive team.