About this role
About the Role 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
- Act as the primary point of contact for assigned retirement plan clients
- Manage day-to-day plan administration activities, including: Contributions; Participant loans; Distributions; Hardship withdrawals; QDRO processing
- Perform compliance testing, including ADP/ACP and 402(g) testing
- Support 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
- ASPPA credentials preferred