Retirement Plan Consultant / Administrator - Remote

Overview

Benetrends Financial is seeking a Retirement Plan Consultant/Administrator to serve as the primary point of contact for a group of existing retirement plan clients, managing all aspects of 401(k) plan administration while delivering an exceptional client experience.

In Short

• Manage daily 401(k) plan administration tasks.
• Conduct compliance testing and prepare Form 5500s.
• Resolve operational and regulatory issues.
• Educate clients on plan rules and responsibilities.
• Collaborate with internal teams and vendors.
• Maintain legal plan documents for IRS/DOL compliance.
• Strong communication and client relationship skills required.
• Must reside in specific states in the USA.
• Benefits include PTO, 401(k), and health insurance.
• Fully remote role.

Requirements

• ASPPA credential(s) or willingness to obtain.
• Strong customer service skills.
• Advanced understanding of retirement plans.
• Proficiency with Microsoft Office.
• Pension Pro or ftwilliam.com experience preferred.
• Secure home office environment with reliable internet.

Benefits

• PTO (vacation, sick, personal time).
• 401(k) plan.
• Paid holidays and floating holidays.
• Medical, Dental, Vision insurance.
• Life Insurance & LTD.
• Fully remote role.
• Work with a supportive team.