Retirement Plan Termination Analyst

Benetrends Financial

Retirement Plan Termination Analyst assisting clients with DOL and IRS regulations related to retirement plans. Engaging with clients and providing compliance and training support.

Posted 5/27/2026full-timeRemote • Arizona, California, Colorado, Florida, Iowa, Maryland, Missouri, New Jersey, New York, North Carolina, Ohio, Texas, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement plan administrationDOL regulationsIRS regulationstax rulesMicrosoft ExcelMicrosoft WordMicrosoft OutlookSRT systems

Soft Skills

customer serviceclient managementorganizational abilitiesproblem-solvingattention to detailwritten communicationverbal communicationteam collaboration

Certifications

ASPPA credentials