Retirement Plan Analyst (401k)
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
Proficiency in Microsoft Excel, Word, and Outlook
Your Work Environment
Monday–Friday, 8:00 AM–5:00 PM (occasional after hours as needed)
Fully remote — must maintain a secure home office
Must reside in one of the eligible states listed below
Must live in -AZ, CA, CO, FL, GA, IA, MD, MI, MN, MA, NC, NY, NJ, OH, PA, SC, TX, UT ,LA
What We Offer
Competitive compensation
Medical, dental, and vision coverage
Generous PTO, paid holidays, and floating holidays
Fully remote work environment
Professional development and ASPPA support
A collaborative, supportive team that values your success
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
Proficiency in Microsoft Excel, Word, and Outlook
Your Work Environment
Monday–Friday, 8:00 AM–5:00 PM (occasional after hours as needed)
Fully remote — must maintain a secure home office
Must reside in one of the eligible states listed below
Must live in -AZ, CA, CO, FL, GA, IA, MD, MI, MN, MA, NC, NY, NJ, OH, PA, SC, TX, UT ,LA
What We Offer
Competitive compensation
Medical, dental, and vision coverage
Generous PTO, paid holidays, and floating holidays
Fully remote work environment
Professional development and ASPPA support
A collaborative, supportive team that values your success