Defined Contribution Consultant, SMS
Strongpoint Partners
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $75,000 - $95,000 per year
About the role
- Independently manage and administer a caseload of retirement plans
- Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
- Deliver strategic recommendations on plan design and compliance
- Prepare annual valuations
- Complete and file Form 5500s
- Calculate employer contributions
- Perform cross-testing and allocation calculations
- Review participant distributions and loans
- Maintain up-to-date knowledge of ERISA rules and regulations
- Review plan documents and ensure operational compliance
- Communicate effectively with clients, advisors, and internal team members
Requirements
- Experience administering defined contribution retirement plans
- Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator is a plus, but not required
- Strong understanding of ERISA rules and retirement plan compliance
- Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam
Benefits
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
compliance testingADPACPnondiscrimination testingannual valuationsForm 5500cross-testingallocation calculationsemployer contributionsplan design
Soft Skills
communicationstrategic recommendationsclient managementteam collaboration