Retirement Plan Analyst (401k)

Benetrends Financial; Lansdale (Montgomery County); On-site; USD 60,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical

Organizational

Problem solving

Customer service

Written and verbal communication

Multitasking

Education

Bachelor's degree

Job description

About Benetrends Financial

At Benetrends Financial, we help entrepreneurs and small businesses thrive through innovative retirement funding and administration solutions. Our team is driven by integrity, professionalism, and a genuine commitment to providing exceptional client service. If you're looking for a place where your work truly makes a difference - you've found it.

About Benetrends Financial

At Benetrends Financial, we help entrepreneurs and small businesses thrive through innovative retirement funding and administration solutions. Our team is driven by integrity, professionalism, and a genuine commitment to providing exceptional client service. If you're looking for a place where your work truly makes a difference - you've found it.

About The Role

We Are Excited to Welcome a Retirement Plan Analyst - Total Administration (401(K)) to Our Team! You'll Take Ownership of the Day to Day Administration and Compliance of a Portfolio of 401(K) Clients. You'll Serve As Their Main Point of Contact, Guiding Them Through the Complexities of Retirement Plan Operations While Delivering Friendly, Knowledgeable, and Reliable Support.

If You Enjoy Problem Solving, Have a Strong Attention to Detail, and Are Passionate About Helping Clients Understand Their Retirement Plans, This Is a Fantastic Opportunity to Grow Your Career in a Supportive and Collaborative Environment.

What You'll Do

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

What You Bring

• 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