Remote 401(k) Plan Advisor | Client-Focused Analyst

Benetrends Financial; Lansdale (Montgomery County); À distance; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Long-term disability

Short-term disability

Paid time off

Résumé du poste

Benetrends Financial is seeking a Retirement Plan Analyst to partner with business owners and plan sponsors, ensuring 401(k) retirement plans run smoothly, stay compliant, and deliver value to participants.

You will manage day-to-day plan administration, perform compliance testing, and support Form 5500 processes while maintaining strong client relationships and clear explanations of plan regulations.

Qualifications

• 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.

Responsabilités

• Serve as trusted advisor to a portfolio of 401(k) plan clients.
• Act as primary point of contact for assigned retirement plan clients.
• Manage day-to-day plan administration activities: contributions, participant loans, distributions, hardship withdrawals.
• Perform compliance testing, including ADP/ACP and 402(g) testing.
• Support annual compliance requirements, Form 5500 preparation, and plan deadlines.
• Research and resolve operational and compliance issues.
• Maintain accurate workflow management and documentation in Pension Pro.
• Explain retirement plan regulations and complex concepts in a clear, client-friendly manner.
• Deliver exceptional service that builds long-term client relationships.

Connaissances

Experience in 401(k) plan admin

IRS and ERISA regulations

Customer service

Analytical thinking

Attention to detail

Written and verbal communication

Microsoft Excel

Microsoft Word

Microsoft Outlook

ASPPA credentials (preferred)

Outils

Pension Pro

Description du poste

Benetrends Financial is seeking a Retirement Plan Analyst to partner with business owners and plan sponsors, ensuring 401(k) retirement plans run smoothly, stay compliant, and deliver value to participants.

You will manage day-to-day plan administration, perform compliance testing, and support Form 5500 processes while maintaining strong client relationships and clear explanations of plan regulations.