Team Lead Retirement Plan Analyst (Total Administration)

Benetrends Financial; Lansdale (Montgomery County); Remote; USD 70,000 - 95,000; Full time

Job summary

Benetrends Financial is seeking an experienced Team Lead Retirement Plan Analyst to support the Retirement Plan Services team. You will mentor analysts, handle a personal caseload, and escalate complex issues with leadership.

This role offers remote work, collaboration with leadership, and a focus on regulatory compliance and client service.

Qualifications

• Bachelor's degree or equivalent combined education/experience.
• Strong knowledge of retirement plan administration and IRS regulations.
• Excellent analytical, organizational, and problem-solving skills.
• Attention to detail and ability to manage multiple priorities.
• Strong written and verbal communication.
• Advanced customer service and client relationship management.
• Ability to work independently and in a team.
• Proficiency in Excel, Word, Outlook.

Responsibilities

• Serve as primary contact for team escalations and technical support.
• Onboard, train, and develop Retirement Plan Analysts.
• Provide feedback for analyst performance reviews.
• Promote a collaborative team environment.
• Support policies and continuous improvement initiatives.
• Assist in utilizing internal resources and knowledge management tools.
• Monitor workflow and provide reports to management.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Customer service

Independent & collaborative work

Education

Bachelor's degree or equivalent

Tools

Excel

Word

Outlook

Job description

Team Lead Retirement Plan Analyst (Total Administration)

Fully Remote | Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or Utah

About the Role

We are seeking an experienced and motivated Team Lead Retirement Plan Analyst to support our Retirement Plan Services team. This role serves as a key resource for analysts by providing guidance, training, and escalation support while maintaining a personal caseload of retirement plan administration work. The ideal candidate will have a strong technical understanding of qualified retirement plans, excellent client service skills, and a passion for mentoring others.

This position offers the opportunity to work closely with leadership, contribute to team development, and help ensure exceptional service delivery and regulatory compliance for our clients.

Key Responsibilities

Team Leadership & Support

• Serve as a primary point of contact for team escalations and technical support.
• Assist with onboarding, training, and ongoing development of Retirement Plan Analysts.
• Provide feedback to management for analyst performance reviews.
• Promote a positive, collaborative team environment.
• Support company policies and advocate for continuous improvement initiatives.
• Assist team members in utilizing internal resources, reference materials, and knowledge management tools.
• Monitor team workflow and provide reporting and progress updates to management.

Retirement Plan Administration

Perform all aspects of retirement plan administration, including:

• Contributions processing
• Participant loans
• Distributions
• Qualified employer securities transactions
• Conduct nondiscrimination and compliance testing.
• Develop corrective strategies for testing failures and recommend plan design improvements.
• Prepare signature‑ready Form 5500 filings and other regulatory reports.
• Review and interpret plan documents to ensure compliance with IRS and Department of Labor regulations.
• Research and resolve operational and regulatory compliance issues.
• Communicate complex retirement plan regulations to clients in a clear and understandable manner. Support plan sponsors by educating them on their fiduciary responsibilities and plan administration requirements.
• Participate in client meetings and assist in resolving client concerns.
• Maintain accurate workflow tracking in PensionPro, Ft. Williams, and CRM systems.
• Collaborate with internal teams, vendors, and clients to ensure timely resolution of plan issues.
• Manage special projects and additional responsibilities as assigned.

What We’re Looking For

Required Qualifications

• Bachelor's degree or an equivalent combination of education, training, and experience.
• Strong knowledge of retirement plan administration, compliance testing, and IRS regulations.
• Excellent analytical, organizational, and problem‑solving skills.
• Strong attention to detail and ability to manage multiple priorities.
• Outstanding written and verbal communication skills.
• Advanced customer service and client relationship management abilities.
• Ability to work independently and collaboratively in a team environment.
• Proficiency in Microsoft Excel, Word, and Outlook.

Preferred Qualifications

• At least one year of Total Administration experience.
• ASPPA credentials or active pursuit of ASPPA certification.
• Experience preparing Form 5500 filings and performing compliance testing.
• Experience training, mentoring, or providing technical guidance to team members.

Core Competencies

Successful candidates will demonstrate the ability to:

• Deliver high‑quality work while meeting deadlines.
• Provide exceptional service and support to clients and colleagues.
• Communicate effectively with individuals at all levels of an organization.
• Analyze complex issues and develop practical solutions.
• Lead by example and foster a positive team culture.
• Adapt to changing priorities and business needs.

Why Join Us?

This role is ideal for an experienced retirement plan professional who enjoys both technical plan administration and helping others succeed.

You’ll have the opportunity to make a meaningful impact on team performance, client satisfaction, and overall business success while continuing to grow your expertise within the retirement services industry.

Why You’ll Love Working at Benetrends We believe great employees deserve great benefits and opportunities.

What We Offer

• 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 employee.