Job Description
Location: Fully Remote (AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT) Employment Type: Full-Time
About Benetrends Financial
Benetrends Financial empowers entrepreneurs and businesses through innovative retirement funding and administration solutions. We are committed to integrity, professionalism, and exceptional client service.
Position Overview
- Benetrends Financial is seeking a Retirement Plan Analyst – Total Administration (401(k)) to manage day-to-day administration and compliance for a portfolio of retirement plan clients. This role serves as the primary client contact and ensures accurate, timely, and compliant plan administration while delivering exceptional customer service.
Key Responsibilities
- 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
Qualifications
- 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
Work Schedule & Environment
- Monday–Friday, 8:00 am–5:00 pm (occasional evenings/weekends as needed)
- Fully remote; secure home office required
- Must live in AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT
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
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