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Retirement Plan Administrator

Benetrends, Inc.

in North Wales, PA



Retirement Plan Administrator

Benetrends, Inc. In North Wales, PA

We are looking to hire a Retirement Plan Administrator to join our team!  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 serve as the primary point of contact for assigned case load of existing clients.  Applicants should be familiar with all aspects of retirement plan administration.

Primary Duties / Responsibilities:

  • Provide professional client communication – promptly responding to and documenting client e-mails, phone calls, etc.
  • Responsible for completion and review of all aspects of plan administration including:
    • Employee census reconciliation,
    • Contribution calculations including Profit Sharing, Top Heavy and New Comparability
    • Trust accounting preparation and reconciliation,
    • Compliance testing including Non-discrimination, Coverage, Top Heavy and ADP / ACP and Controlled Group determinations
    • Plan document and amendment preparation,
    • Government filings such as Form 5500, 8955-SSA, 5330, 1099-R and 945
    • Preparation and review of distributions and loans
    • Maintaining documentation of Client communications
  • Review, interpret and advise on Plan Documents, Amendments, Notices and Summary Plan Descriptions
  • Research and resolve issues related to IRS, DOL and ERISA regulations, business entities and controlled groups

Qualifications Required:

  • Bachelor’s Degree or equivalent work experience within retirement plan industry
  • 3 or more years of retirement plan administration experience
  • Working knowledge of ERISA, IRS and DOL regulations, correction programs, compliance testing rules, regulatory changes, plan documents, trust accounting and Form 5500 filings
  • Commitment to accuracy and timely deliveryof work product
  • Positive and professional attitude, client-focused and proactive
  • Proficient in Microsoft Excel and Word
  • Experienced with valuation and 5500 software (ASC software a plus)

How to Apply

Please send resumes to

Visit our web site.

This ad has been viewed 498 times. It expires on 9/4/2017.

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