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
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.
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:
of retirement plan administration.
Direct experience in the administration of 401(k) and profit sharing plans.