Retirement Plan Consultant / Administrator
Benetrends Financial, Lansdale, Pennsylvania, United States
Location:
Remote (Must live in CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, or UT)
Employment Type:
Full-Time
About the Role Benetrends Financial is seeking a
Retirement Plan Consultant/Administrator
to serve as the primary point of contact for a group of existing retirement plan clients. In this role, you’ll manage all aspects of 401(k) plan administration—including testing, Form 5500 preparation, plan design support, and compliance—while delivering an exceptional client experience.
You will develop and maintain a strong understanding of retirement plans, regulations, and Benetrends’ products to help clients effectively administer and optimize their plans.
What You’ll Bring
A genuine passion for supporting clients with their retirement plan needs
A
team-first mindset
Flexibility and a willingness to embrace change
Key Responsibilities
Perform all daily plan administration: contributions, loans, distributions, hardships, QDROs
Conduct nondiscrimination and compliance testing; present correction strategies and future improvement options
Prepare signatureready Form 5500s and other required government filings
Research and resolve operational, regulatory, and compliance issues
Participate in client meetings and provide clear, accessible explanations of plan rules and testing
Use independent judgment to research complex issues and provide recommendations
Review and maintain legal plan documents to ensure IRS/DOL compliance
Collaborate with internal teams, clients, and vendors to resolve outstanding plan issues
Educate plan sponsors as needed on their roles and responsibilities
About You You are an experienced retirement plan professional who can explain complex concepts clearly and build strong client relationships. You thrive in a team environment, have excellent communication skills, and can prioritize effectively.
Must reside in one of the following states:
CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT.
Qualifications
ASPPA credential(s)
or willingness to obtain
Strong customer service skills and ability to manage client expectations
Advanced understanding of retirement plan administration
Proficiency with Microsoft Office (Excel, Word, Outlook)
Pension Pro and/or ftwilliam.com experience preferred (not required)
Secure home office environment with reliable internet
Benefits
PTO (vacation, sick, personal time)
401(k)
Paid holidays + floating holidays
Medical, Dental, Vision
Life Insurance & LTD
Fully remote role
Work with a great, supportive team
About Benetrends Financial Benetrends helps entrepreneurs and businesses with innovative retirement plan funding and administration solutions. We are committed to exceptional service, regulatory expertise, and a collaborative team culture.
Learn more: https://www.benetrends.com/
#J-18808-Ljbffr
Remote (Must live in CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, or UT)
Employment Type:
Full-Time
About the Role Benetrends Financial is seeking a
Retirement Plan Consultant/Administrator
to serve as the primary point of contact for a group of existing retirement plan clients. In this role, you’ll manage all aspects of 401(k) plan administration—including testing, Form 5500 preparation, plan design support, and compliance—while delivering an exceptional client experience.
You will develop and maintain a strong understanding of retirement plans, regulations, and Benetrends’ products to help clients effectively administer and optimize their plans.
What You’ll Bring
A genuine passion for supporting clients with their retirement plan needs
A
team-first mindset
Flexibility and a willingness to embrace change
Key Responsibilities
Perform all daily plan administration: contributions, loans, distributions, hardships, QDROs
Conduct nondiscrimination and compliance testing; present correction strategies and future improvement options
Prepare signatureready Form 5500s and other required government filings
Research and resolve operational, regulatory, and compliance issues
Participate in client meetings and provide clear, accessible explanations of plan rules and testing
Use independent judgment to research complex issues and provide recommendations
Review and maintain legal plan documents to ensure IRS/DOL compliance
Collaborate with internal teams, clients, and vendors to resolve outstanding plan issues
Educate plan sponsors as needed on their roles and responsibilities
About You You are an experienced retirement plan professional who can explain complex concepts clearly and build strong client relationships. You thrive in a team environment, have excellent communication skills, and can prioritize effectively.
Must reside in one of the following states:
CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT.
Qualifications
ASPPA credential(s)
or willingness to obtain
Strong customer service skills and ability to manage client expectations
Advanced understanding of retirement plan administration
Proficiency with Microsoft Office (Excel, Word, Outlook)
Pension Pro and/or ftwilliam.com experience preferred (not required)
Secure home office environment with reliable internet
Benefits
PTO (vacation, sick, personal time)
401(k)
Paid holidays + floating holidays
Medical, Dental, Vision
Life Insurance & LTD
Fully remote role
Work with a great, supportive team
About Benetrends Financial Benetrends helps entrepreneurs and businesses with innovative retirement plan funding and administration solutions. We are committed to exceptional service, regulatory expertise, and a collaborative team culture.
Learn more: https://www.benetrends.com/
#J-18808-Ljbffr