401(k) Retirement Plan Analyst | Fully Remote

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, and hardship withdrawals. 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.

We believe great employees deserve great benefits and opportunities.

What we offer:

Salary 70k negotiable based on experience.

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.