Logo for Benetrends Financial

Retirement Plan Analyst (401k) – Remote

Role overview

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
  • Proficiency in Microsoft Excel, Word, and Outlook

Responsibilities

  • Acting as the primary point of contact for assigned retirement plan clients
  • Managing day-to-day plan administration activities, including contributions, participant loans, distributions, hardship withdrawals, and QDRO processing
  • Performing compliance testing, including ADP/ACP and 402(g) testing
  • Delivering exceptional service that builds long-term client relationships

Key facts

Other skills

  • Analytical Thinking
  • Problem Solving
  • Detail Oriented
  • Organizational Skills
  • Communication
  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Customer Service
  • Teamwork

About the company

Benetrends Financial logo

Benetrends Financial

Financial Services

Benetrends Financial offers a full suite of small business funding options to help entrepreneurs get the funding they need for their franchise or small business startup. Benetrends originated 401(k)/ROBS rollover funding, helping over 12,000 entrepreneurs in the last 35 years, with our revolutionary Rainmaker Plan®. The Rainmaker allows an entrepreneur to use their qualified retirement plan to purchase, or recapitalize a business or franchise, tax-deferred and penalty-free. While the acclaimed Rainmaker Plan remains the company's flagship product, Benetrends offers access to a complete range of financing solutions and tools to help entrepreneurs fund their business ventures. These include SBA loans, conventional business loans with fixed or variable rate financing options, term loans for funding growth, securities-backed line of credit, retirement plan design, equipment leasing, and many more financing resources that make the most of opportunities while minimizing risk. History of the Rainmaker... According to the tradition of the American Indian, the rainmaker used magical powers to bring the rain that nourished the crops and fed the people. Today, rainmakers are known as individuals who bring revenue into organizations. They are responsible for growth, for prosperity, and for the well-being of their employees. At Benetrends, we help rainy-day savers become rainmakers.

Company details

Company typeSME
IndustryFinancial Services
Company size51 - 200

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

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
 
 As a Retirement Plan Analyst, you will serve as a trusted advisor to a portfolio of 401(k) plan clients by:
 
 Acting as the primary point of contact for assigned retirement plan clients
 Managing day-to-day plan administration activities, including:
    • Contributions
    • Participant loans
    • Distributions
    • Hardship withdrawals
    • QDRO processing
Performing compliance testing, including ADP/ACP and 402(g) testing
Supporting annual compliance requirements, Form 5500 preparation, and plan deadlines.
Researching and resolving operational and compliance issues
Maintaining accurate workflow management and documentation in Pension Pro
Explaining retirement plan regulations and complex concepts in a clear, client-friendly manner
Delivering 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 employee

 
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.

 

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Retirement Plans Specialist Related jobs

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.