401(k) Retirement Plan Analyst | Fully Remote

Benetrends Financial•Upper Gwynedd Township, PA

123d•Remote

About The Position

Benetrends Financial is seeking an experienced 401(k) Retirement Plan Analyst to support a portfolio of retirement plan clients. The role partners with business owners and plan sponsors to keep plans operating smoothly, compliant, and valuable to participants. It is fully remote and applicants must reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT.

Requirements

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.

Nice To Haves

ASPPA credentials or a desire to pursue professional certifications.

Responsibilities

Serve as the primary point of contact for assigned retirement plan clients.
Manage day-to-day plan administration, including contributions, participant loans, distributions, and hardship withdrawals.
Perform compliance testing, including ADP/ACP and 402(g) testing.
Support annual compliance requirements, Form 5500 preparation, and plan deadlines.
Research and resolve operational and compliance issues.
Maintain accurate workflow management and documentation in Pension Pro.
Explain retirement plan regulations and complex concepts in a clear, client-friendly manner.
Deliver exceptional service and build long-term client relationships.