Retirement Plan Analyst, 401k

🕒 il y a 7 jours

🗣️🇺🇸🇬🇧 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

• Build Strong Relationships As the Primary Contact for Assigned 401(K) Clients • Handle Full Scope Plan Administration Including: Contributions, Loans, Distributions, Hardships, Qdros, and Compliance Testing • Support Form 5500 Preparation and Ensure All Deadlines Are Met • Research and Resolve Operational and Regulatory Compliance Questions • Explain Complex Regulations in a Way Clients Can Easily Understand • Maintain Accurate Workflow and Documentation in Pension pro • Collaborate with Internal Teams, Vendors, and Clients to Resolve Issues Smoothly • Stay Informed on Retirement Plan Laws, Regulations, and Industry Developments

🎯 Exigences

• ASPPA credential(s) or willingness to obtain • Bachelor’s degree or equivalent experience • Working knowledge of 401(k) plan administration and IRS rules • Strong analytical, organizational, and problem solving abilities • Excellent customer service skills with clear written and verbal communication • Ability to manage multiple priorities while maintaining accuracy • Proficiency in Microsoft Excel, Word, and Outlook

🏖️ Avantages

• Medical, dental, and vision coverage • Generous PTO, paid holidays, and floating holidays • Fully remote work environment • Professional development and ASPPA support • A collaborative, supportive team that values your success

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