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Plan Document Specialist

Benetrends, Inc

in Remote / Lansdale PA

Logo for Benetrends, Inc

Benetrends is a large TPA firm established back in 1983 in Lansdale, PA specializing in helping entrepreneurs maximize the benefits of their retirement plans with the most compliant and efficient setup for building optimal wealth as a small business owner.  Benetrends has a team of over 100 experts, offering a wide range of funding vehicles and solutions for entrepreneurs. 

Education: 

  • Undergraduate degree or an equivalent combination of education and experience. 
  • ASPPA QKA credential or willingness to obtain such within 2 years of employment.

Qualifications:

  • Two to three years of experience in defined contribution / qualified plan design & document drafting.
  • Minimum of 4 years plan administration experience.
  • Ability to work independently and self-sufficiently on assigned tasks.
  • Strong commitment to proactively managing workload according to IRS/DOL deadlines.
  • Keen attention to detail, deadlines, and customer service needs.  
  • Must be willing to work seasonal/cyclical overtime.
  • Proficiency with Excel and Microsoft Office suite; cloud-based client portals and internal network drives.
  • FTWilliam experience a plus.

Day-To-Day, Responsibilities:

  • Support New Business in drafting of initial plan document in accordance with Benetrends best practices and business model.
  • Draft Adoption Agreements and plan amendments while maintaining reliance on pre-approved documents, while incorporating provisions to meet the needs of the client.
  • Communicate effectively with internal stakeholders on:
    • the amendment process,
    • document capabilities,
    • identification of information required for amendment fulfillment.
  • Collaborate with and with clients to clearly communicate the process, timing & plan design considerations of a plan amendments. 

Project work as assigned may include:

  • Review of IRS pre-approved plan documents as well as custom plan documents for merger and protected benefit analysis.
  • Other projects assigned   

How to Apply

Send resume to : mmccray@benetrends.com


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