401(k) Retirement Plan Analyst | Fully Remote

Benetrends Financial; Lansdale (Montgomery County); Remote; USD 55,000 - 75,000; Full time

Job summary

Benetrends Financial is seeking a Retirement Plan Analyst to join our team. This fully remote role requires residence in a covered state and focuses on administering and ensuring compliance for client retirement plans while delivering exceptional service to participants.

You will partner with plan sponsors, handle day-to-day plan activities, and support annual compliance with Form 5500 deadlines in a collaborative environment.

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.

Responsibilities

• Act as the primary point of contact for assigned retirement plan clients.
• Manage day-to-day plan administration activities including contributions, participant loans, distributions, hardship withdrawals, and QDRO processing.
• Perform compliance testing, including ADP/ACP and 402(g) testing.
• Support 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 clearly to clients.
• Deliver exceptional service that builds long‑term client relationships.

Skills

Customer service

Relationship-building

Analytical thinking

Attention to detail

Communication skills

Education

ASPPA credentials preferred

Tools

Microsoft Excel

Microsoft Word

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

• Act as the primary point of contact for assigned retirement plan clients
• Manage day-to-day plan administration activities, including:
  • Contributions
  • Participant loans
  • Distributions
  • Hardship withdrawals
  • QDRO processing
• 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

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

• Competitive salary and comprehensive benefits package
• 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 employees

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.