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To work with Benetrends, Inc. was a wonderful experience. They helped me move necessary funds out of my 401(k) to secure a great opportunity. I don't know how they did it. All I know is, it was a walk in the park!...
Margaret Watson
Interiors by Decorating Den
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Careers

What makes Benetrends unlike any other company? People like you. We're focused on delivering products and services that make a real impact on people's lives, and to do that, we create teams that connect our customers with the future.

Available Positions

Client Services Associate (New Business)

The New Business client Services Associate will work with clients to ensure a comprehensive understanding of the Benetrends process, including the movement of money, corporate structure, Rainmaker Plan® design, stock issuance and the client's individual responsibilities after the Retirement Plan is executed.

This diverse position is a challenging opportunity for an individual with strong communication skills, the ability to explain complicated information, an in-depth understanding of the Rainmaker program, knowledge of plan administration and excellent follow up.

Qualifications:

  • Must have a high school diploma or GED. College Degree preferred.
  • ASPPA Retirement Plan Fundamentals Certification preferred or ability to complete within 90 days.
  • Time Management: the ability to organize and manage multiple priorities.
  • Excellent customer service skills (friendly, courteous and helpful).
  • Knowledge of ASC software a plus.
  • Knowledge of defined contribution plans.
  • Reconciliation skills
  • Ability to calculate figures and amounts.
  • Excellent interpersonal and communication skills.
  • Commitment to company values.
  • Computer proficiency.

Please specify the position you are applying for in the comments section.




Retirement Plan Analyst - Experienced

Benetrends Financial, a local firm located in North Wales, PA, is seeking an experienced Retirement Plan Analyst. Benetrends is the leading provider of services for the innovative Rainmaker Plan® — the original retirement savings and business funding plan.

The Retirement Plan Administrator will act as the single point of contact for a group of existing Retirement Plan Services clients.

Applicants should be familiar with all aspects of plan administration including non-discrimination testing, Form 5500 preparation, and plan design.

Job responsibilities:

  • Performs all facets of daily plan administration including processing of contributions, loans, distributions, hardship withdrawals, and QDROs.
  • Consistently provides a high level of customer service in terms of response rate and problem resolution.
  • Performs nondiscrimination testing and provides strategic alternatives for correction of failed tests and presents options to improve future nondiscrimination test results.
  • Prepares signature ready Forms 5500 and other government filings.
  • Researches and resolves operational and regulatory compliance issues arising from both client questions and from internal activities.

Desired Skills and Experience:

  • 3+ years of retirement plan administration.
  • Direct experience in the administration of 401(k) and profit sharing plans.
  • APPA accreditation is preferred.

Please specify the position you are applying for in the comments section.



Retirement Plan Analyst - Entry Level

Benetrends Financial, a local firm located in North Wales, PA, is seeking a full time entry level Retirement Plan Analyst. Benetrends is the leading provider of services for the innovative Rainmaker Plan- the original retirement savings and business funding plan.

Some experience with 401(k)/Profit Sharing plans is a plus but is not required. We are a small firm and you will immediately become an intricate part of our company.

Ideal Candidate Qualifications:

  • Ability/willingness to learn
  • Ability to pay close attention to detail with a high degree of accuracy
  • Ability to prioritize work and work accurately under pressure of deadlines
  • Ability to maintain organized records
  • Ability to communicate clearly with clients in a courteous manner
  • Proficient with Excel, Word and Outlook
  • Excellent written and verbal communication skills are required to ensure the daily projection of a professional customer-focused image.

Please specify the position you are applying for in the comments section.



Benefits

We've specially designed our benefits program based upon the belief that you need flexibility, financial security, a meaningful work experience, and work-life balance and integration.

  • Employer-paid insurance premiums for medical, dental, vision and long-term disability.
  • Employer-matching 401(k) Plan/Profit Sharing.
  • Paid Vacations and floating holidays.
  • Holiday parties, luncheons, celebrations, quarterly team-building meetings.
  • Career Advancement Opportunities.
  • Work/Life Balance.
  • Volunteering - To promote our mission and values, and provide yet another way to integrate your family life with your work life, we afford you opportunities to participate in off-site volunteer work.

Don't see a position here that fits you?

Please submit your resume using the job application form for future openings.

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