Benetrends Financial · 3 weeks ago
Retirement Plan Analyst (401k) – Remote
United States
Full-time
Remote
Mid LevelBenetrends 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.
Financial Services
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
Qualification
Required
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
Preferred
ASPPA credentials (or a desire to pursue professional certifications)
Benefits
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
Company
Benetrends Financial
Benetrends Financial offers a full suite of small business funding options to help entrepreneurs get the funding they need for their franchise or small business startup.
Founded in 1983
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rocco Fiorentino,MSM,CFE
Vice Chairman, CEO
Patti Monaghan
CFO
Company data provided by crunchbase