Note: The job is a remote job and is open to candidates in USA. Strongpoint Partners is a tech-enabled retirement services platform that serves small- to mid-sized businesses. They are seeking a Sr. Retirement Plan Consultant to manage a portfolio of approximately 65-75 qualified retirement plans, ensuring compliance and delivering exceptional client service.
Responsibilities
- 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
Skills
- 5-7+ years of full-cycle (A-Z) qualified retirement plan administration experience
- 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
- Prior experience with MEP/PEP plans strongly preferred
- ASPPA QKA designation strongly preferred
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.
Company Overview