Retirement Plan Analyst – 401k

🕒 il y a 1 mois

🌵 Arizona, California, +13 états de plus – Distant

infoinfo

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🧐 Analyste

👻 Score fantôme 26%

infoinfo

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Benetrends Financial

Benetrends Financial

51 - 200 employés

Fondée en 1983

💸 Finance

Finance

Benetrends Financial n'est pas décrit dans le texte fourni ; il semble que le texte concerne Lnk. Bio, une plateforme SaaS de "lien dans la bio" pour créateurs et marques. Je ne trouve pas d'informations sur Benetrends Financial dans le contenu fourni, donc je ne peux pas produire une description précise de l'entreprise basée sur cette entrée. Veuillez fournir le texte correct de l'entreprise Benetrends Financial ou confirmer si vous souhaitez un résumé indépendant basé sur des informations publiques générales.

Description

• Serving as a trusted advisor to a portfolio of 401(k) plan clients • Acting as the primary point of contact for assigned retirement plan clients • Managing day-to-day plan administration activities • Performing compliance testing, including ADP/ACP and 402(g) testing • Supporting annual compliance requirements, Form 5500 preparation, and plan deadlines • Maintaining accurate workflow management and documentation in Pension Pro • Delivering exceptional service that builds long-term client relationships

🎯 Exigences

• Experience in 401(k) plan administration and retirement plan compliance • Working knowledge of IRS and ERISA regulations • Exceptional customer service and relationship-building skills • Strong analytical thinking and problem-solving abilities • Excellent attention to detail and organizational skills • Strong written and verbal communication skills • Proficiency in Microsoft Excel, Word, and Outlook • ASPPA credentials (or a desire to pursue professional certifications) preferred

🏖️ Avantages

• Medical, dental, and vision insurance • LTD and STD • Generous paid time off and paid holidays • Fully remote work environment • Ongoing professional development and career growth opportunities • Collaborative, supportive team culture • Stable company with a strong reputation and long-tenured employee

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