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Retirement Plan Analyst Remote
Remote / Online - Candidates ideally in
Lansdale, Montgomery County, Pennsylvania, 19446, USA
Listed on 2026-02-17
Lansdale, Montgomery County, Pennsylvania, 19446, USA
Listing for:
Benetrends Financial
Remote/Work from Home
position Listed on 2026-02-17
Job specializations:
-
Finance & Banking
Business Administration
Job Description & How to Apply Below
Benetrends Financial is hiring a Retirement Plan Analyst to manage a portfolio of 401(k) plans and deliver exceptional client service. If you love problem-solving, client interaction, and retirement plan work, this is an excellent career opportunity with a stable, longtenured company. Must reside in (AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT)
What You’ll Do- Serve as primary contact for 401(k) plan clients
- Perform daily plan administration: contributions, loans, distributions, hardships, QDROs
- Complete compliance testing (ADP/ACP, 402(g))
- Support Form 5500 preparation & annual plan deadlines
- Resolve operational and compliance issues
- Maintain accurate tasks in Pension Pro
- Communicate complex plan rules in clear, client-friendly language
- Experience in 401(k) administration & IRS regulations
- Strong customer service and communication skills
- Excellent problem solving & attention to detail
- ASPPA credential(s) a plus (or willingness to obtain)
- Proficient in Excel, Word, Outlook
- Competitive pay + full benefits
- Medical, dental, vision
- Generous PTO + paid holidays
- Fully remote
- Supportive team + professional development
Apply today and join a team that values integrity, expertise, and longterm employee growth.
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