Retirement Plan Analyst

Full Job Description:

Benetrends is passionate about helping entrepreneurs realize their dreams. For over 40 years we have supported tens of thousands of visionaries by creating customized retirement plans that fit the unique needs of each business. We are dedicated to helping our customers with unparalleled choices, industry-leading expertise, and exceptional service.

While we are extraordinarily proud of our innovative, industry-leading plans and our long-term partnerships, at Benetrends our people are our 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.

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
• Experience with Pension Pro, FTW, CRM

Benefits:

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

Remote Position must live within one of the following states .

California, Colorado, Florida, Georgia, Iowa, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas or Utah.

• Competitive Compensation
• 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