Defined Contribution Reviewer

🔥 0 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $80k - $95k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Review defined contribution plan valuations, administration projects, and calculations for accuracy and compliance, including contributions, allocations, vesting, and participant distributions • Review annual nondiscrimination and compliance testing, including ADP/ACP, top-heavy, 402(g), 415, 410(b), and 401(a)(4) testing, as well as cross-tested and combination plan designs • Review annual reports, participant disclosures, IRS Forms 5500 and 8955-SSA, regulatory filings, and client communications • Research and provide technical guidance on complex ERISA, IRS, and Department of Labor compliance matters • Serve as a technical resource for Plan Administrators and team members on plan administration, compliance, and plan design • Prepare and review retirement plan documents, including amendments, takeover and start-up documents, and plan restatements • Manage a small portfolio of retirement plan clients and oversee timely, accurate administration • Collaborate with Plan Administrators, actuaries, Relationship Managers, New Business teams, and leadership to resolve technical issues and provide guidance and training • Monitor regulatory and legislative developments and assist with updating internal procedures and administrative practices • Support consistency, accuracy, and quality across retirement plan administration processes • Participate in continuing education and professional development, including industry webcasts and ASPPA coursework or examinations • Perform additional duties and special projects as assigned

🎯 Requirements

• Minimum of 8 years of experience in the retirement plan industry, preferably within a Third-Party Administration (TPA) environment, with significant experience in compliance review, full-cycle plan administration, and/or plan design • Strong working knowledge of 401(k) and Profit Sharing Plans • Advanced understanding of ERISA regulations and applicable IRS and DOL requirements, including compliance testing and regulatory filings • Experience reviewing retirement plan documents and identifying opportunities for plan design improvements or compliance updates • Working knowledge of Datair retirement plan administration software preferred • Strong analytical and problem-solving skills with exceptional attention to detail • Ability to independently research and resolve complex technical issues while collaborating with colleagues when appropriate • Excellent organizational and time-management skills, with the ability to balance multiple priorities and regulatory deadlines • Strong interpersonal skills and a collaborative mindset, with a willingness to mentor colleagues and share technical knowledge • Excellent written and verbal communication skills • Proficiency in Microsoft Excel, Word, and Outlook • Demonstrated professionalism, sound judgment, and commitment to maintaining confidentiality • ASPPA or other relevant industry credentials, such as QPA, QKA, or ERPA, are a plus

🏖️ Benefits

• Hybrid and remote options available for many roles • Competitive paid time off, including flexible and unlimited options • Inclusive environment valuing diversity, collaboration, and respect • Ongoing learning and career development support • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours • Additional workplace perks