Retirement Plan Consultant / Administrator
About the position
Benetrends Financial is seeking a Retirement Plan Consultant/Administrator to serve as the primary point of contact for a group of existing retirement plan clients. In this role, you’ll manage all aspects of 401(k) plan administration—including testing, Form 5500 preparation, plan design support, and compliance—while delivering an exceptional client experience. You will develop and maintain a strong understanding of retirement plans, regulations, and Benetrends’ products to help clients effectively administer and optimize their plans.
Responsibilities
• Perform all daily plan administration: contributions, loans, distributions, hardships, QDROs
• Conduct nondiscrimination and compliance testing; present correction strategies and future improvement options
• Prepare signatureready Form 5500s and other required government filings
• Research and resolve operational, regulatory, and compliance issues
• Participate in client meetings and provide clear, accessible explanations of plan rules and testing
• Use independent judgment to research complex issues and provide recommendations
• Review and maintain legal plan documents to ensure IRS/DOL compliance
• Collaborate with internal teams, clients, and vendors to resolve outstanding plan issues
• Educate plan sponsors as needed on their roles and responsibilities
Requirements
• A genuine passion for supporting clients with their retirement plan needs
• A team-first mindset
• Flexibility and a willingness to embrace change
• You are an experienced retirement plan professional who can explain complex concepts clearly and build strong client relationships.
• You thrive in a team environment, have excellent communication skills, and can prioritize effectively.
• Must reside in one of the following states: CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT.
• ASPPA credential(s) or willingness to obtain
• Strong customer service skills and ability to manage client expectations
• Advanced understanding of retirement plan administration
• Proficiency with Microsoft Office (Excel, Word, Outlook)
• Secure home office environment with reliable internet
Nice-to-haves
• Pension Pro and/or ftwilliam.com experience preferred (not required)
Benefits
• PTO (vacation, sick, personal time)
• 401(k)
• Paid holidays + floating holidays
• Medical, Dental, Vision
• Life Insurance & LTD
• Fully remote role
• Work with a great, supportive team
Apply Now
Apply Now
Benetrends Financial is seeking a Retirement Plan Consultant/Administrator to serve as the primary point of contact for a group of existing retirement plan clients. In this role, you’ll manage all aspects of 401(k) plan administration—including testing, Form 5500 preparation, plan design support, and compliance—while delivering an exceptional client experience. You will develop and maintain a strong understanding of retirement plans, regulations, and Benetrends’ products to help clients effectively administer and optimize their plans.
Responsibilities
• Perform all daily plan administration: contributions, loans, distributions, hardships, QDROs
• Conduct nondiscrimination and compliance testing; present correction strategies and future improvement options
• Prepare signatureready Form 5500s and other required government filings
• Research and resolve operational, regulatory, and compliance issues
• Participate in client meetings and provide clear, accessible explanations of plan rules and testing
• Use independent judgment to research complex issues and provide recommendations
• Review and maintain legal plan documents to ensure IRS/DOL compliance
• Collaborate with internal teams, clients, and vendors to resolve outstanding plan issues
• Educate plan sponsors as needed on their roles and responsibilities
Requirements
• A genuine passion for supporting clients with their retirement plan needs
• A team-first mindset
• Flexibility and a willingness to embrace change
• You are an experienced retirement plan professional who can explain complex concepts clearly and build strong client relationships.
• You thrive in a team environment, have excellent communication skills, and can prioritize effectively.
• Must reside in one of the following states: CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT.
• ASPPA credential(s) or willingness to obtain
• Strong customer service skills and ability to manage client expectations
• Advanced understanding of retirement plan administration
• Proficiency with Microsoft Office (Excel, Word, Outlook)
• Secure home office environment with reliable internet
Nice-to-haves
• Pension Pro and/or ftwilliam.com experience preferred (not required)
Benefits
• PTO (vacation, sick, personal time)
• 401(k)
• Paid holidays + floating holidays
• Medical, Dental, Vision
• Life Insurance & LTD
• Fully remote role
• Work with a great, supportive team
Apply Now
Apply Now