Retirement Plan Compliance Administrator

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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

• Perform annual retirement plan administration and compliance services for qualified retirement plans. • Complete plan valuations and prepare compliance testing, including: • ADP/ACP Testing • IRC Section 415 Testing • IRC Section 414 Testing • Coverage Testing • Top Heavy Testing • Review compliance work for technical accuracy, identify potential issues, and recommend corrections or alternative testing approaches. • Analyze participant census data and calculate employer contributions. • Analyze and reconcile plan assets. • Interpret plan documents and amendments to ensure accurate application of plan provisions. • Prepare and review Form 5500 filings. • Calculate lost earnings associated with late participant contributions when required. • Research, analyze, and resolve retirement plan compliance and benefit issues. • Collaborate with internal Consultants and team members to support compliance needs across the firm's retirement plan portfolio. • Maintain current knowledge of IRS, DOL, and ERISA regulations affecting qualified retirement plans. • Other duties as assigned.

🎯 Requirements

• 2-3+ years of retirement plan administration or retirement plan compliance experience. • Strong understanding of qualified retirement plan compliance and annual administration. • Experience performing non-discrimination and compliance testing, including ADP/ACP, 415, 414, coverage, and Top-Heavy testing. • Experience preparing Form 5500 filings. • Ability to interpret retirement plan documents and amendments. • Strong analytical, problem-solving, and organizational skills. • Excellent attention to detail and commitment to producing accurate work. • Ability to work independently while collaborating effectively within a team environment.

🏖️ 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.