Strongpoint Partners

Retirement Plan Consultant

Strongpoint Partners

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $70,000 - $80,000 per year

About the role

  • Support a Senior Consultant with all aspects of annual plan administration.
  • Perform census scrubs, payroll/data reconciliations, and year-end data reviews.
  • Prepare and/or assist with annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 415, and other nondiscrimination testing.
  • Assist with preparation and review of valuation reports and participant statements.
  • Prepare draft Form 5500 filings and gather supporting documentation.
  • Communicate with clients regarding data needs, deadlines, and follow-up items in a professional and timely manner.
  • Assist with participant distribution and loan requests by coordinating with the Operations and Participant Support teams.
  • Research plan provisions, document requirements, and regulatory questions under the direction of a Senior Consultant.
  • Maintain accurate records and workflow updates within internal systems.
  • Stay current on ERISA, IRS, and DOL regulations through internal training and self-study.
  • Support auditors for plans subject to annual audit by preparing requested documents and schedules.
  • Collaborate with internal teams to ensure smooth processing of contributions, payroll updates, and compliance items.
  • Other duties as assigned.

Requirements

  • 3-5 years of experience in 401(k) or retirement plan administration (or relevant financial/analytical experience).
  • Basic understanding of retirement plan operations; familiarity with testing concepts is a plus.
  • Experience with Relius or other administration systems preferred.
  • Strong math, analytical, and problem-solving skills.
  • Excellent attention to detail and organizational skills.
  • Strong written and verbal communication skills.
  • Proficiency with Microsoft Excel and Word.
  • Ability to manage multiple tasks, meet deadlines, and follow detailed procedures.
  • Self-motivated, proactive, and eager to learn in a fast-paced environment.
  • ASPPA/NIPA coursework or desire to pursue credentials strongly preferred.
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
401(k) administrationretirement plan administrationcompliance testingdata reconciliationForm 5500 preparationvaluation reportsnondiscrimination testingpayroll processinganalytical skillsproblem-solving skills
Soft Skills
attention to detailorganizational skillswritten communicationverbal communicationtime managementself-motivatedproactiveability to manage multiple taskseager to learncollaboration
Certifications
ASPPA courseworkNIPA coursework