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Retirement Plan Analyst - Total Administration (401)k

Benetrends Financial

(Remote / Lansdale PA)

Location: Fully Remote (AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT)
Employment Type: Full-Time

About Benetrends Financial

Benetrends Financial empowers entrepreneurs and businesses through innovative retirement funding and administration solutions. We are committed to integrity, professionalism, and exceptional client service.

Position Overview

• Benetrends Financial is seeking a Retirement Plan Analyst – Total Administration (401(k)) to manage day-to-day administration and compliance for a portfolio of retirement plan clients. This role serves as the primary client contact and ensures accurate, timely, and compliant plan administration while delivering exceptional customer service.

Key Responsibilities

• Serve as the main point of contact for assigned 401(k) clients
• Perform full-scope retirement plan administration, including contributions, loans, distributions, hardships, QDROs, and compliance testing
• Support Form 5500 preparation and ensure adherence to plan deadlines and regulations
• Research and resolve operational and regulatory compliance issues
• Communicate complex regulatory requirements in a clear, client-friendly manner
• Maintain accurate workflow and documentation in Pension Pro systems
• Collaborate with internal teams, vendors, and clients to resolve issues
• Stay current on retirement plan laws and regulations

Qualifications

• ASPPA credential(s) or willingness to obtain
• Bachelor’s degree or equivalent experience
• Working knowledge of 401(k) plan administration and IRS regulations
• Strong organizational, analytical, and problem-solving skills
• Excellent customer service, written, and verbal communication skills
• Ability to manage multiple priorities with strong attention to detail
• Proficiency in Microsoft Excel, Word, and Outlook

Work Schedule & Environment

• Monday–Friday, 8:00 am–5:00 pm (occasional evenings/weekends as needed)
• Fully remote; secure home office required
• Must live in AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT

Benefits

• Competitive compensation
• Medical, dental, and vision coverage
• Generous PTO, paid holidays, and floating holidays
• Fully remote work environment
• Professional development opportunities
• Supportive, collaborative team culture

How to Apply

To apply, please email your résumé to lziccardihr@gmail.com

Apply Now

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