Benetrends Financial

Onboarding Specialist

• Conduct full audits of the on-boarding process and related documents
• Review plan documents, corporate documents, and call notes from initial setup
• Verify plan status and perform completeness checks
• Identify missing items and provide clear, actionable summaries for followup
• Review system data to ensure accurate plan information
• Review stock entries and confirm proper stock issuance
• Organize client folders with all required plan and corporate records
• Review retirement plan documents and coordinate corrections when needed
• Serve as a proactive contact for new clients
• Provide necessary documents to SBA lenders
• Assist clients with retirement plan loans
• Guide clients through the Year End Questionnaire and Census process
• Explain complex plan rules in simple, client friendly terms
• Build foundational knowledge of plan design, annual requirements, and compliance testing
• Partner with internal teams to resolve on-boarding issues
• Use internal tools, including Pension Pro, to manage tasks
• Maintain tasks within required internal and external deadlines
• Handle confidential plan information professionally and securely
• Participate in special projects as needed
• Take ownership of all tasks and deliverables for assigned clients
• Thrive in a fast paced, deadline driven environment

Client Onboarding Specialist – Retirement Plans

Analyst

• Assist with administering Retirement plans and other qualified retirement plans
• Communicate with clients, financial advisors, and internal teams
• Review plan data to ensure accuracy and compliance
• Prepare annual plan reports and documentation
• Help troubleshoot client questions and deliver excellent service
• Manage multiple tasks and deadlines with strong attention to detail
• Contribute to a team oriented, client focused environment

Retirement Plan Analyst

• Take ownership of day to day administration and compliance of a portfolio of 401(K) clients
• Serve as their main point of contact, guiding clients through the complexities of retirement plan operations
• 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 PensionPro
• Collaborate with internal teams, vendors, and clients to resolve issues smoothly
• Stay informed on retirement plan laws, regulations, and industry developments

Client Onboarding Specialist – Retirement Plans

Retirement Plan Analyst

Retirement Plan Analyst, 401k