Remote 401(k) Plan Analyst: Compliance & Advisory

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

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