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Retirement Plan Analyst Total Administration (401)k

icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

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Job Description - Retirement Plan Analyst Total Administration (401)k




Retirement Plan Analyst – Total Administration (401)K


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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