401(k) Plan Administration Specialist

Benetrends Financial; Lansdale (Montgomery County); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Benetrends Financial seeks a Retirement Plan Analyst – Total Administration (401(K)) to join our team. You will own day-to-day administration and compliance for a portfolio of 401(k) clients, serving as their main contact and guiding them through complex retirement plan operations with friendly, knowledgeable support.

You should have ASPPA credentials or be willing to obtain them, a bachelor's degree, and a working knowledge of 401(k) plan administration and IRS rules.

Formación

• ASPPA credential(s) or willingness to obtain.
• Bachelor's degree or equivalent experience.
• Working knowledge of 401(k) plan administration and IRS rules.
• Strong analytical, organizational, and problem solving abilities.
• Excellent customer service skills with clear written and verbal communication.
• Ability to manage multiple priorities while maintaining accuracy.

Responsabilidades

• Build Strong Relationships As the Primary Contact for Assigned 401(K) Clients.
• Handle Full Scope Plan Administration Including Contribu­tions, Loans, Distributions, Hardships, Qdros, and Compliance Testing.
• Support Form 5500 Preparation and Ensure All Deadlines Are Met.
• Research and Resolve Operational and Regulatory Compliance Questions.
• Explain Complex Regulations in a Way Clients Can Easily Understand.
• Maintain Accurate Workflow and Documentation in Pension pro.
• Collaborate with Internal Teams, Vendors, and Clients to Resolve Issues Smoothly.
• Stay Informed on Retirement Plan Laws, Regulations, and Industry Developments.

Conocimientos

Analytical

Organizational

Problem solving

Customer service

Written and verbal communication

Multitasking

Educación

Bachelor's degree

Descripción del empleo

Benetrends Financial seeks a Retirement Plan Analyst – Total Administration (401(K)) to join our team. You will own day-to-day administration and compliance for a portfolio of 401(k) clients, serving as their main contact and guiding them through complex retirement plan operations with friendly, knowledgeable support.

You should have ASPPA credentials or be willing to obtain them, a bachelor's degree, and a working knowledge of 401(k) plan administration and IRS rules.