Team Lead Retirement Plan Analyst (Total Administration)

Benetrends Financial•Lansdale, PA

2d•Remote

About The Position

Benetrends is seeking an experienced and motivated Team Lead Retirement Plan Analyst to support its Retirement Plan Services team. This role provides analysts with guidance, training, and escalation support while also maintaining a personal caseload of retirement plan administration work. The position works closely with leadership to support team development, exceptional client service, and regulatory compliance. It is fully remote, with applicants required to reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or Utah. The role combines team leadership and technical retirement plan administration. The Team Lead serves as a primary resource for escalations, helps onboard and develop analysts, monitors workflow, and supports continuous improvement. The position also handles plan administration, compliance testing, regulatory filings, plan-document review, client education, issue resolution, and collaboration with internal teams, vendors, and clients. The company offers medical, dental, and vision insurance; LTD and STD; generous paid time off and paid holidays; a fully remote work environment; professional development and career growth opportunities; and a collaborative, supportive team culture. Benetrends describes itself as a stable company with a strong reputation and long-tenured employees.

Requirements

Bachelor's degree or an equivalent combination of education, training, and experience.
Strong knowledge of retirement plan administration, compliance testing, and IRS regulations.
Excellent analytical, organizational, and problem-solving skills.
Strong attention to detail and ability to manage multiple priorities.
Outstanding written and verbal communication skills.
Advanced customer service and client relationship management abilities.
Ability to work independently and collaboratively in a team environment.
Proficiency in Microsoft Excel, Word, and Outlook.

Nice To Haves

At least one year of Total Administration experience.
ASPPA credentials or active pursuit of ASPPA certification.
Experience preparing Form 5500 filings and performing compliance testing.
Experience training, mentoring, or providing technical guidance to team members.

Responsibilities

Serve as a primary point of contact for team escalations and technical support.
Assist with onboarding, training, and ongoing development of Retirement Plan Analysts.
Provide feedback to management for analyst performance reviews.
Promote a positive, collaborative team environment.
Support company policies and advocate for continuous improvement initiatives.
Help team members use internal resources, reference materials, and knowledge management tools.
Monitor team workflow and provide reporting and progress updates to management.
Perform retirement plan administration, including contributions processing, participant loans, distributions, and qualified employer securities transactions.
Conduct nondiscrimination and compliance testing.
Develop corrective strategies for testing failures and recommend plan design improvements.
Prepare signature-ready Form 5500 filings and other regulatory reports.
Review and interpret plan documents to ensure compliance with IRS and Department of Labor regulations.
Research and resolve operational and regulatory compliance issues.
Explain complex retirement plan regulations clearly to clients.
Educate plan sponsors about fiduciary responsibilities and plan administration requirements.
Participate in client meetings and help resolve client concerns.
Maintain accurate workflow tracking in PensionPro, Ft. Williams, and CRM systems.
Collaborate with internal teams, vendors, and clients to resolve plan issues in a timely manner.
Manage special projects and additional responsibilities as assigned.