Retirement Plan Termination Analyst

🕒 May 27

🌵 Arizona, California, +11 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌾 Iowa – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🦀 Maryland – Remote 🚗 Michigan – Remote 🤠 Texas – Remote ⛷️ Utah – Remote

💵 $55k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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Benetrends Financial

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1983

💸 Finance

Finance

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📋 Description

• Serve as the primary point of contact for assigned clients. • Establish and coordinate plan termination dates. • Update and maintain plan documents to ensure accuracy and compliance. • Stay current on all laws, regulations, and best practices in retirement plan administration. • Provide training, guidance, and resources on retirement plan products and services to internal teams.

🎯 Requirements

• ASPPA credentials preferred. • Bachelor’s degree or equivalent combination of education, training, and experience. • Advanced knowledge of retirement plan administration, DOL/IRS regulations, and tax rules. • Exceptional customer service and client management skills. • Strong organizational abilities with the capacity to manage multiple projects simultaneously. • Proficient in Microsoft Excel, Word, Outlook, and SRT systems. • Excellent written and verbal communication skills. • Strong problem-solving abilities and attention to detail. • Able to work both independently and collaboratively within a team environment.

🏖️ Benefits

• 401(k) plan • Employee health insurance • Generous PTO, Floating Holidays, and Holiday Pay • Remote work flexibility • A supportive and collaborative team culture