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Retirement Plan Analyst

Benetrends Inc

in Remote / Lansdale PA

Logo for Benetrends Inc

Benetrends is passionate about helping entrepreneurs realize their dreams.  For 40 years we have supported tens of thousands of visionaries by creating customized retirement plans that fits the unique needs of each business. We are dedicated to helping our customers with unparalleled choices, industry-leading expertise, and exceptional service. Our mission is to make every Benetrends client our champion and we are proud to be named IFA’s Preferred Vendor for IRA/401(k) Rollover Financing in 2022.

While we are extraordinarily proud of our innovative, industry-leading plans and our long-term partnerships, at Benetrends our people are biggest competitive advantage. The best companies have the best employees. We are committed to our team and our people-first culture.

The Opportunity

As a Retirement Plan Analyst, you will be the primary point of contact providing solutions and day-to-day support to our valued customers. You will build strong relationships and trust by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting.

We’re looking for a detail-oriented team member with exceptional customer service skills to serve as the subject-matter-expert and partner with Benetrends customers. Must be familiar with all aspects of plan administration including required testing, plan valuation/Form 5500 preparation, and able to assist with plan design to help clients achieve financial objectives, and ensure regulatory compliance related to the retirement plan. We’ll give you the training, tools and support to thrive in a fast-paced, multitasking environment.

Position Location

This role is available in the following locations: Lansdale, PA, Hybrid or Remote.

How you’ll make an impact

  • Provide exceptional customer service by proactively supporting clients, facilitating all facets of daily plan administration, understanding clients’ needs, concerns, and ideas; and managing expectations.
  • Performing nondiscrimination and other testing and providing strategic alternatives for correction of failures and presents options to improve future nondiscrimination test results.
  • Preparing signature ready Forms 5500 and other government fillings for review.
  • Effectively communicating the regulatory information and testing requirements to clients in a manner that is easily understood.
  • Researching complex issues and using independent judgement in solving problems and making suggestions to client to ensure compliance.
  • Reviewing, interpreting and maintaining the legal plan documents in order to assist clients in ensuring plan compliance with current IRS/DOL regulations.
  • Collaborating with internal associates, clients, and vendors to develop and oversee the implementation of support strategies to deliver a superior customer experience.
  • Manage and prioritize own workload efficiently to fulfill commitments on time and meeting professional excellence standards

What we’re looking for:

  • Passion for helping our clients achieve success
  • A positive and proactive attitude, strong organizational skills, exemplary customer service skills, and the ability to prioritize and solve-problems.
  • Bachelor's degree or an equivalent combination of education, training, and experience or ASPPA credentials (or willingness to obtain)
  • Advanced working knowledge and understanding of retirement plan administration, design, and associated regulations and IRS tax rules, including required testing, Form 5500 preparation
  • Ability to function effectively in a self-directed environment

Benefits:

As a team member at Benetrends, you’ll enjoy:

  • Flexible working options (in our Lansdale office, remote or hybrid)
  • Competitive Compensation (base + bonus)
  • Comprehensive medical, dental and vision coverage
  • Training and resources for personal and career growth
  • Life insurance benefits
  • 401(k) plan – Safe Harbor Match
  • Generous PTO and Floating Holidays
  • Exciting social events

Benetrends is a proud Equal Opportunity Employer. We are committed to embracing diversity and inclusion in our hiring practices and our employees' experience. We celebrate all cultures, backgrounds perspectives and experiences and know that we can only become better together

How to Apply

Apply Now


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