Retirement Plan Analyst- Termination Team

Benetrends Financial; Lansdale (Montgomery County); Remote; USD 55,000 - 65,000; Full time

Benefits offered by this job

401(k)

Health insurance

PTO

Job summary

Benetrends Financial is seeking a Retirement Plan Termination Analyst to join our team. In this role you will assist clients in navigating DOL and IRS regulations related to retirement plan terminations, ensuring compliance and accuracy.

The ideal candidate is detail-oriented, client-focused, and experienced in retirement plan administration, with strong communication and project-management skills to support multiple client projects.

Qualifications

• Bachelor's degree or equivalent education and experience.
• ASPPA credentials preferred.
• Advanced knowledge of retirement plan administration and DOL/IRS regulations.

Responsibilities

• Serve as primary point of contact for assigned clients.
• Establish and coordinate plan termination dates.
• Update and maintain plan documents for accuracy and compliance.
• Stay current on retirement plan regulations and best practices.
• Provide training and resources on retirement plan products to internal teams.

Skills

DOL/IRS regulations knowledge

Client management

Organizational skills

Communication skills

Independent and collaborative work

Education

Bachelor's degree or equivalent

ASPPA credentials preferred

Tools

Excel

Word

Outlook

SRT systems

Job description

Retirement Plan Termination Analyst-TA

Lansdale, Pa

Remote

Range, $55,000.00 - $65,000.00 per year

Description

Retirement Plan Termination Analyst Location: Remote (Must reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NJ, NY, OH, PA, , TX, or UT)

About the Role

We are seeking a Retirement Plan Termination Analyst to join our team. In this role, you will assist clients in navigating Department of Labor (DOL) and Internal Revenue Service (IRS) regulations related to retirement plan terminations. The ideal candidate is detail-oriented, client-focused, and experienced in retirement plan administration.

Key Responsibilities

• Serve as the primary point of contact for assigned clients.
• Establish and coordinate plan termination dates.
• Update and maintain plan documents to ensure accuracy and compliance.
• Stay current on all laws, regulations, and best practices in retirement plan administration.
• Provide training, guidance, and resources on retirement plan products and services to internal teams.

Desired Skills and Experience

• ASPPA credentials preferred. Bachelor's degree or equivalent combination of education, training, and experience. Advanced knowledge of retirement plan administration, DOL/IRS regulations, and tax rules.
• Exceptional customer service and client management skills.
• Strong organizational abilities with the capacity to manage multiple projects simultaneously.
• Proficient in Microsoft Excel, Word, Outlook, and SRT systems.
• Excellent written and verbal communication skills. Strong problem-solving abilities and attention to detail.
• Able to work both independently and collaboratively within a team environment.

Work Environment

All employees are expected to: Have a home office Interact professionally with colleagues, clients, and vendors. Contribute effectively as part of a team on all assignments. Work independently while maintaining clear communication and coordination with others.

Benefits

• 401(k) plan Employee health insurance Generous PTO, Floating Holidays, and Holiday Pay Remote work flexibility.

A supportive and collaborative team culture If you're looking to apply your retirement plan expertise in a collaborative, client-focused environment - we'd love to hear from you!