Retirement Plan Analyst – Total Administration (401(k)) - Remote

Overview

Benetrends Financial is seeking a Retirement Plan Analyst to manage day-to-day administration and compliance for a portfolio of retirement plan clients.

In Short

• Serve as the main point of contact for assigned 401(k) clients
• Perform full-scope retirement plan administration, including contributions, loans, distributions, hardships, QDROs, and compliance testing
• Support Form 5500 preparation and ensure adherence to plan deadlines and regulations
• Research and resolve operational and regulatory compliance issues
• Communicate complex regulatory requirements in a clear, client-friendly manner
• Maintain accurate workflow and documentation in Pension Pro systems
• Collaborate with internal teams, vendors, and clients to resolve issues
• Stay current on retirement plan laws and regulations

Requirements

• ASPPA credential(s) or willingness to obtain
• Bachelor’s degree or equivalent experience
• Working knowledge of 401(k) plan administration and IRS regulations
• Strong organizational, analytical, and problem-solving skills
• Excellent customer service, written, and verbal communication skills
• Ability to manage multiple priorities with strong attention to detail
• Proficiency in Microsoft Excel, Word, and Outlook

Benefits

• Competitive compensation
• Medical, dental, and vision coverage
• Generous PTO, paid holidays, and floating holidays
• Fully remote work environment
• Professional development opportunities
• Supportive, collaborative team culture