401(k) Retirement Plan Analyst | Fully Remote
Boost your chances before you apply.
Benetrends Financial
PA
Summary
Serve as the primary point of contact for 401(k) plan clients, managing day-to-day administration including contributions, loans, and distributions. Perform essential compliance testing and support annual requirements such as Form 5500 preparation.
Job Description
Retirement Plan Analyst 401 (k)
Fully Remote | Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT
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.
If you're passionate about retirement plan administration, enjoy building strong client relationships, and thrive in a collaborative environment, we'd love to hear from you.
What You'll Do
As a Retirement Plan Analyst, you will serve as a trusted advisor to a portfolio of 401(k) plan clients by:
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
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
What We're Looking For
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
Why You'll Love Working at Benetrends
We believe great employees deserve great benefits and opportunities.
What We Offer
Salary 70k negotiable based on experience.
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
Ready to Grow Your Career?
If you're looking for a rewarding opportunity where your expertise is valued and your professional growth is encouraged, we'd love to connect with you.
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. Benetrends originated 401(k)/ROBS rollover funding, helping over 12,000 entrepreneurs in the last 35 years, with our revolutionary Rainmaker Plan®. The Rainmaker allows an entrepreneur to use their qualified retirement plan to purchase, or recapitalize a business or franchise, tax-deferred and penalty-free.
While the acclaimed Rainmaker Plan remains the company's flagship product, Benetrends offers access to a complete range of financing solutions and tools to help entrepreneurs fund their business ventures. These include SBA loans, conventional business loans with fixed or variable rate financing options, term loans for funding growth, securities-backed line of credit, retirement plan design, equipment leasing, and many more financing resources that make the most of opportunities while minimizing risk.
History of the Rainmaker...
According to the tradition of the American Indian, the rainmaker used magical powers to bring the rain that nourished the crops and fed the people. Today, rainmakers are known as individuals who bring revenue into organizations. They are responsible for growth, for prosperity, and for the well-being of their employees. At Benetrends, we help rainy-day savers become rainmakers.
Founded
1983
Company size
51-200 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Lansdale, Pennsylvania
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. Benetrends originated 401(k)/ROBS rollover funding, helping over 12,000 entrepreneurs in the last 35 years, with our revolutionary Rainmaker Plan®. The Rainmaker allows an entrepreneur to use their qualified retirement plan to purchase, or recapitalize a business or franchise, tax-deferred and penalty-free.
While the acclaimed Rainmaker Plan remains the company's flagship product, Benetrends offers access to a complete range of financing solutions and tools to help entrepreneurs fund their business ventures. These include SBA loans, conventional business loans with fixed or variable rate financing options, term loans for funding growth, securities-backed line of credit, retirement plan design, equipment leasing, and many more financing resources that make the most of opportunities while minimizing risk.
History of the Rainmaker...
According to the tradition of the American Indian, the rainmaker used magical powers to bring the rain that nourished the crops and fed the people. Today, rainmakers are known as individuals who bring revenue into organizations. They are responsible for growth, for prosperity, and for the well-being of their employees. At Benetrends, we help rainy-day savers become rainmakers.
Founded
1983
Company size
51-200 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Lansdale, Pennsylvania
