Retirement Plan Consultant
Strongpoint Partners
WorldwideFully remoteFull TimeMid Level, ExecutiveFinance & Banking
USD 65,000–75,000 a yearPosted 3 months ago3mo agoApply link checked 8 hours ago
Why we think you can apply
- Hiring model
- Open worldwide · the employer states no country restriction
- Work from
- Anywhere, the UAE included
Posted 3 months ago · apply link checked 8 hours ago
About the role
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.
What we look for
- 3-7 years ERISA compliance experience
- FT William software experience
- PensionPro experience
- Knowledge of IRS and DOL regulations
- Strong Excel skills
Compliance
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Strongpoint Partners
SponsorWake up to a shortlist, not a search results page.
NeverApply scores every new listing against your CV, salary floor and visa. A handful of real matches by morning.
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