401(k) Retirement Plan Analyst | Fully Remote

Benetrends Inc; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

LTD and STD

Generous PTO and holidays

Fully remote work environment

Development and career growth

Collaborative team culture

Job summary

Benetrends Financial is seeking a Retirement Plan Analyst to partner with plan sponsors and owners to keep 401(k) plans compliant and valuable for participants. You will serve as the primary contact for a portfolio of clients and manage daily plan administration, including contributions, loans, distributions, and hardship withdrawals.

You will perform compliance testing, assist with Form 5500 deadlines, and resolve issues while maintaining strong client relationships and clear documentation in

Qualifications

• Experience in 401(k) plan administration and retirement plan compliance.
• Strong knowledge of IRS and ERISA regulations.
• Excellent client service and relationship-building skills.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Excel, Word and Outlook.

Responsibilities

• Serve as the primary contact for assigned retirement plan clients.
• Manage day-to-day plan administration: contributions, loans, distributions, hardship withdrawals.
• Perform compliance testing (ADP/ACP, 402(g)) and support Form 5500 preparation.
• Resolve operational and compliance issues with clear documentation in Pension Pro.
• Explain retirement plan regulations clearly to clients and maintain strong relationships.

Skills

401(k) plan administration

retirement plan compliance

customer service

analytical thinking

problem solving

attention to detail

communication

Microsoft Excel

Microsoft Word

Microsoft Outlook

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

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

• 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.