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Compliance Analyst

Benetrends Financial

in Lansdale PA

Logo for Benetrends Financial

We are Benetrends. Jump starters of the American Dream. For over 35 years, we've been working behind the scenes with names consumers know and trust, helping entrepreneurs get up and running with innovative funding solutions.  Benetrends Financial is the leading provider of services for the innovative Rainmaker Plan® — the original retirement savings and business funding plan.

Benetrends, Inc. is always looking for talented, self-motivated individuals to join our team. If you think you are ready to be a part of an exciting team, then we encourage you to submit your resume today!

We are seeking a knowledgeable and proactive Compliance Analyst to join our team. This role is essential to our organization as the main responsibility is to ensure regulatory compliance of the retirement plan industry within all departments of our organization. As the  Compliance Analyst, your duties will include but not limited to coaching employees on industry standards, developing policies, and resolving IRS issues for our clients.

The Compliance Analyst will serve as a resource to positively impact development of Benetrends employees and plan administration practices to meet client needs and ensure operational compliance with complex ERISA, IRS and DOL requirements. This is accomplished by providing guidance, quality control work review, hands-on teaching, and direction.

To be successful in this role, you should possess extensive experience in advising organizations on retirement plan industry requirements and standards per IRS regulations.

Benetrends, Inc. is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Responsibilities include but are not limited to:

  • Understanding of Rainmaker Product – including banking, rollover, compliance, fair market value, appraisals, 5500s, testing, business entities and controlled groups;
  • Understanding of and ability to communicate IRS, DOL and ERISA regulations and requirements;
  • Proactive educational, consultative and follow up contact with internal and external clients;
  • Lead and resolve IRS plan audits and DOL plan investigations.

Qualifications:

  • Must have bachelor’s degree or equivalent experience;

ASPPA credentials of QKA, QPA, CPC, or ERPA preferred;

  • 5 to 7 years of retirement plan administration, consulting, and compliance experience;
  • Advanced knowledge of defined contribution retirement plans and ERISA regulations, required;
  • Excellent interpersonal skills;
  • Must be self-motivated and able to work with minimal supervision;
  • Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills.

How to Apply

Apply Now


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