Retirement Plan Team Lead

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), and other nondiscrimination testing
• Administer complex plan designs including Safe Harbor, Profit Sharing, Cross-Tested, PEPs, MEPs, and Group of Plans
• Coordinate annual valuations and collect year-end census information for actuarial partners
• Deliver contribution options, Annual Valuation Reports, participant statements, and Form 5500 filings
• Review and interpret plan documents and recommend design enhancements
• Process participant transactions including distributions, loans, hardships, and rollovers
• Prepare and file government forms including Forms 5500, 8955-SSA, and 5330
• Perform trust accounting for pooled investment and self-directed brokerage accounts
• Analyze Controlled Group and Affiliated Service Group ownership structures
• Provide day-to-day leadership, oversight, and mentorship to an assigned Retirement Plan Administrator
• Monitor workflow and review team member work for accuracy and quality
• Serve as the escalation point for Tier 2 client issues

Requirements

• 10+ years of full-cycle (A-Z) qualified retirement plan administration experience
• ASPPA QKA designation required
• Extensive experience with complex defined contribution plans (PEPs, MEPs, etc.)
• Expertise in non-discrimination testing and Controlled Group rules
• Prior experience leading or mentoring administration staff
• Strong analytical, mathematical, and accounting aptitude
• Ability to work in a fast-paced remote environment

Preferred Qualifications

• QPA designation
• Certified Pension Consultant (CPC/CBS) or equivalent advanced credential
• Experience in the Atlanta area for hybrid potential

About the Company

Pension Financial Services (PFS) is a pension specialist and an operating partner of Strongpoint Partners, a tech-enabled retirement services platform. PFS provides high-caliber actuarial and retirement planning services to over 800 clients across the Southeast.