Retirement Plan Analyst (401k) – Remote

About the role

Join a Team Where Your Expertise Makes a Difference
Benetrends Financial is seeking an experienced 401(k) Retirement Plan Analyst to join our growing team. In this role, you'll partner with business owners and plan sponsors to ensure their retirement plans run smoothly, remain compliant, and deliver value to participants.

Responsibilities

• Acting as the primary point of contact for assigned retirement plan clients
• Managing day-to-day plan administration activities, including: Contributions, Participant loans, Distributions, Hardship withdrawals, QDRO processing
• Performing compliance testing, including ADP/ACP and 402(g) testing
• Supporting annual compliance requirements, Form 5500 preparation, and plan deadlines
• Researching and resolving operational and compliance issues
• Maintaining accurate workflow management and documentation in Pension Pro
• Explaining retirement plan regulations and complex concepts in a clear, client-friendly manner
• Delivering exceptional service that builds long-term client relationships

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
• ASPPA credentials (or a desire to pursue professional certifications) preferred

Benefits

• Competitive salary and comprehensive benefits package
• Medical, dental, and vision insurance
• LTD and STD
• Generous paid time off and paid holidays
• Fully remote work environment
• Ongoing professional development and career growth opportunities
• Collaborative, supportive team culture
• Stable company with a strong reputation and long-tenured employee