Note: The job is a remote job and is open to candidates in USA. Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Retirement Plan Consultant is responsible for managing all aspects of ERISA compliance for qualified retirement plans, ensuring compliance with DOL and IRS requirements.
Responsibilities
- Prepare, review, and file annual Form 5500 returns and all related schedules
- Conduct annual nondiscrimination testing (ADP/ACP, top-heavy, coverage, etc.)
- 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
Skills
- 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 all 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 – 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