Retirement Plan Consultant

Responsibilities

• Prepare, review, and file annual Form 5500 returns and all related schedules
• Conduct annual nondiscrimination testing including ADP/ACP, top-heavy, and coverage
• 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

Requirements

• 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation
• Experience with FT William software in both compliance and 5500 modules
• 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
• Proficiency in Microsoft Office applications
• Strong attention to detail and accuracy

Preferred Qualifications

• ASPPA or CEBS designation (QKA, QPA, or CPC)

About the Company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions.