401(k) Retirement Plan Analyst | Fully Remote

Overview

The organization is seeking an experienced 401(k) Retirement Plan Analyst to join a team supporting a portfolio of 401(k) plan clients. This role partners with business owners and plan sponsors to help ensure retirement plans run smoothly, remain compliant, and deliver value to participants.

This position is fully remote.

Location

Fully Remote | Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or UT

Responsibilities

• Serve as the primary point of contact for assigned retirement plan clients
• Manage day-to-day plan administration activities, including:
  • Contributions
  • Participant loans
  • Distributions
  • Hardship withdrawals
• Perform compliance testing, including:
  • ADP/ACP testing
  • 402(g) testing
• Support annual compliance requirements, including Form 5500 preparation and plan deadlines
• Research and resolve operational and compliance issues
• Maintain accurate workflow management and documentation in Pension Pro
• Explain retirement plan regulations and complex concepts clearly in a client-friendly manner
• Deliver exceptional service that supports long-term client relationships

Requirements

• 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

Preferred Qualifications

• ASPPA credentials (or desire to pursue professional certifications)

Compensation & Benefits

• Medical, dental, and vision insurance
• LTD and STD
• Generous paid time off and paid holidays
• Ongoing professional development and career growth opportunities

Work Arrangement

• Fully remote work environment