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Retirement Plan Analyst

Benetrends, Inc.

in North Wales, PA

Local firm located in North Wales, PA, is seeking a Retirement Plan Analyst.  Benetrends Financial is the leading provider of services for the innovative Rainmaker Plan® — the original retirement savings and business funding plan.

The Retirement Plan Administrator will act as the single point of contact for a group of existing Retirement Plan Services clients. Applicants should be familiar with all aspects of plan administration including non-discrimination testing, Form 5500 preparation, and plan design.

  • Performs all facets of daily plan administration including processing of contributions, loans, distributions, hardship withdrawals, and QDROs.
  • Consistently provides a high level of customer service in terms of response rate and problem resolution.
  • Performs nondiscrimination testing and provides strategic alternatives for correction of failed tests and presents options to improve future nondiscrimination test results.
  • Prepares signature ready Forms 5500 and other government fillings.
  • Researches and resolves operational and regulatory compliance issues arising from both client questions and from internal activities.

Desired Skills and Experience:

  • 3+ years of retirement plan administration.
  • Direct experience in the administration of 401(k) and profit sharing plans.
  • ASPPA accreditation is preferred:
  • ASC or SRT experience a plus

How to Apply

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This ad has been viewed 1012 times. It expires on 5/27/2017.

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