Retirement Plan Consultant

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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

• Prepare, review, and file annual Form 5500 returns and all related schedules. • Conduct annual nondiscrimination testing (ADP/ACP, top-heavy, coverage, etc.). • Interpret and apply ERISA, IRS, and DOL regulations to retirement plans. • Coordinate with plan sponsors, auditors, and consultants to resolve compliance issues. • Consult on plan designs. • Maintain accurate records of filings and compliance testing results. • Stay current with regulatory updates and communicate changes to the team.

🎯 Requirements

• 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation required. • Experience with FT William software in both compliance and 5500 modules required. • Experience with PensionPro or other pension related platforms. • In-depth understanding of IRS and DOL regulations related to qualified plans. • Strong analytical, organizational, and Excel skills. • Exceptional customer service skills, both verbal and written. • Proficient in all Microsoft Office applications such as: Word and Excel. • Strong attention to detail, file compliance, and accuracy. • ASPPA or CEBS designation (QKA, QPA, or CPC) strongly desirable.

🏖️ Benefits

• 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. • Comprehensive Benefits – Health, dental, vision, life, and disability coverage. • Workplace Perks – Incentive bonus programs, flexible hours, & more.