Senior Retirement Plan Consultant, PFS

🕒 July 15

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

📋 Description

• Administer a portfolio of approximately 65–75 qualified retirement plans from A-Z. • Perform annual compliance testing including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other required nondiscrimination testing. • Coordinate annual valuations and collect year-end census information for actuarial partners supporting Cash Balance and Defined Benefit plans. • Deliver contribution options, Annual Valuation Reports (AVRs), participant statements, Form 5500 filings, and client communications related to combo plans in partnership with the actuarial team. • Review and interpret plan documents and recommend plan design enhancements. • Process participant transactions including distributions, loans, hardships, rollovers, and required plan amendments. • Prepare and file government forms including Forms 5500, 8955-SSA, 5330, and related compliance filings. • Perform trust accounting for both pooled investment accounts and self-directed brokerage accounts. • Analyze Controlled Group and Affiliated Service Group ownership structures to determine plan compliance requirements. • Import, validate, and reconcile participant census and financial data. • Serve as a trusted advisor to clients by providing timely guidance on operational and compliance matters. • Other duties as assigned.

🎯 Requirements

• 5-7+ years of full-cycle (A-Z) qualified retirement plan administration experience • Prior experience with MEP/PEP plans strongly preferred • Demonstrated experience administering complex defined contribution retirement plans with increasing technical responsibility • Excellent client relationship management and communication skills • Strong analytical, organizational, and project management abilities • Detail-oriented with exceptional mathematical and accounting aptitude • Ability to work independently in a fast-paced remote environment while managing multiple competing priorities • ASPPA QKA designation strongly preferred

🏖️ Benefits

• Health, dental, vision, life, and disability coverage. • Flexible Workplace – Hybrid and remote options available for many roles. • Flexible PTO – Competitive paid time off, including flexible & unlimited options. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Growth Opportunities – Support for ongoing learning and career development. • Workplace Perks – Incentive bonus programs, flexible hours, & more.