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Retirement Plan Adminstrator

NC Staffing

in Remote

Logo for NC Staffing

Status: Exempt

Position Status: Full-time

Reports to: Client Services Supervisor

Position Status: This is a full-time position. Hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.

In the performance of their respective tasks and duties all employees are expected to conform to the following:

  • Perform quality work within deadlines with or without direct supervision;
  • Interact professionally with other employees, clients, and service providers;
  • Work effectively as a team contributor on all assignments;
  • Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations;
  • Take ownership of client issues/concerns as to promote exceptional client experience.

Position Purpose:

The Retirement Plan Analyst will act as the single point of contact for a group of existing and new Retirement Plan Services clients. Must be familiar with all aspects of plan administration including required testing, plan valuation/Form 5500 preparation, and assist with plan design to help clients achieve financial objectives, and ensure regulatory compliance related to the retirement plan.

The Retirement Plan Administrator is responsible for consulting with our clients and their tax and legal professionals to align their business goals & objectives with plan design to ensure regulatory compliance under ERISA and as stated and issued by the DOL and IRS

The Retirement Plan Administrator will develop and demonstrate a full understanding of retirement plans and Benetrends’ products and services with the goal of helping our clients manage their retirement plans appropriately.


  • Prepares and submits signature ready Forms 5500, plan valuations and other government fillings for QC review on a consistent and timely basis
  • Performs nondiscrimination and other testing, provides strategic alternatives for correction of failures, and presents options to improve future nondiscrimination test results
  • Maintains all communications, documentation, and workflow status 
  • Consistently provides a high level of customer service with response rate and problem resolution
  • Researches and resolves operational, regulatory compliance and complex issues arising from client questions and internal activities
  • Works with internal associates, clients, and vendors to ensure accurate and timely response to all outstanding client/plan issues.
  • Prepares for, coordinates, and conducts client related meetings and conference calls
  • Effectively communicates the necessary regulatory information, annual notices and testing requirements to clients in a way that can be easily understood
  • Reviews, interprets, and maintains the legal plan documents to ensure client plans comply with current ERISA and IRS/DOL regulations
  • Educates and works with plan sponsor to ensure full understanding of role and responsibilities
  • Communicates with client to proactively avoid any transaction(s) that would jeopardize the tax qualification of the retirement plan
  • Teams with Compliance Officer to assist client with successful completion of DOL or IRS retirement plan audits as needed
  • And other duties as assigned.

Desired Skills and Experience:

  • ASPPA Credentials (or willingness to obtain)
  • Bachelor's degree or equivalent combination of education, training, and experience
  • Excellent customer service skills including the ability to manage client expectations and provide superior follow-up service and issue resolution
  • Advanced working knowledge and understanding of retirement plan administration and associated ERISA, DOL and IRS tax rules
  • Must have the ability to work on multiple projects simultaneously and to think and make decisions quickly while maintaining accuracy
  • Must have strong organizational skills
  • Proficient with Microsoft Excel, Word and Outlook 
  • Excellent written and verbal communication skills are required to ensure the daily projection of a professional customer-focused image
  • Ability to effectively present information and respond to questions from partners, clients, customers, and other employees of the organization
  • Ability to interact at all levels within the organization as well as with external client and third-party contacts
  • Must be a team player, work well independently, have a strong ability to problem solve and must pay close attention to detail

How to Apply

To apply, please email your resume to

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