Senior Retirement Plan Consultant, PFS

🕒 il y a 22 jours

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Configurer une alerte email pour les nouveaux emplois

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Strongpoint Partners

Site WebLinkedInTous les Emplois

51 - 200 employés

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners est une plateforme de services financiers en pleine expansion, soutenue par la technologie. Elle fournit des services d'administration de retraites tierce partie (« TPA »), de tenue de registres, ainsi que des solutions intégrées de paie et de technologie RH pour les petites et moyennes entreprises. La gamme de services de Strongpoint met l'accent sur la précision, la conformité et la réduction des risques réglementaires, le tout assuré par des équipes locales de réussite client qui comprennent les nuances des marchés qu'elles desservent. Composée d'un réseau d'entreprises de stratégie et d'administration de retraite de premier plan de côte à côte, y compris HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (« RSG ») et Retirement Planners and Administrators (« RPA »), Strongpoint Partners combine une passion sans relâche pour le service et l'innovation avec l'expérience et l'expertise requises pour que la retraite soit accessible à tous. Pour plus d'informations, veuillez visiter : www.strongpointpartners.com

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.

🎯 Exigences

• 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

🏖️ Avantages

• 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.