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Retirement Plan Specialist

4 weeks ago

Lansdale, Pennsylvania, United States Benetrends Full time
Job Summary:

Benetrends is seeking a skilled Retirement Plan Analyst to join our team. As a key member of our team, you will be responsible for providing exceptional customer service, supporting clients with daily plan administration, and ensuring regulatory compliance related to retirement plans.

Key Responsibilities:

• Provide proactive support to clients, facilitating all facets of daily plan administration.
• Perform nondiscrimination and other testing, and provide strategic alternatives for correction of failures.
• Prepare signature-ready Forms 5500 and other government filings for review.
• Effectively communicate regulatory information and testing requirements to clients in a clear and concise manner.
• Research complex issues and use independent judgment in solving problems and making suggestions to clients to ensure compliance.
• Collaborate with internal associates, clients, and vendors to develop and oversee the implementation of support strategies to deliver a superior customer experience.

Requirements:

• 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.

What We Offer:

• Competitive compensation package.
• Comprehensive medical, dental, and vision coverage.
• Training and resources for personal and career growth.
• Life insurance benefits.
• 401(k) plan with safe harbor match.
• Generous PTO and floating holidays.

Location:

Lansdale.

EOE Statement:

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.