Retirement Plan Consultant

Job not on LinkedIn

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $60k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 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

• Prepare, review, and file annual Form 5500 returns and related schedules • Conduct annual nondiscrimination testing, including ADP/ACP, top-heavy, and coverage testing • 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 • Perform other duties as assigned

🎯 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 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 with hybrid and remote options available for many roles • Flexible PTO, including flexible and unlimited options • Support for ongoing learning and career development • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours • Inclusive environment valuing diversity, collaboration, and respect • Specific benefits and programs may vary by partner and position