Field Recruiter
SEMCOG
Senior Pension Consultant/Team Lead
Strongpoint Partners
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $95,000 per year
Job Level
Senior
About the role
- Independently manage 30-40 high-profile 401(k) and cross-tested plans
- Provide oversight and support for an additional 70-80 plans managed by other team members
- Serve as the primary client contact, delivering expert-level guidance on plan design, compliance, and strategic considerations
- Monitor legislative and regulatory changes and proactively advise clients on plan impacts
- Perform all compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing
- Conduct advanced cross-testing to develop cost-efficient, compliant plan strategies
- Oversee trust accounting to support accurate Form 5500 filings and financial reporting
- Partner with auditors to prepare financial statements and Schedule H requirements
- Leverage industry software (ASC, DATAIR, Relius, PensionPro) and identify technology-driven process improvements
- Supervise, mentor, and train team members and foster a collaborative, growth-oriented team culture
Requirements
- 10+ years of retirement plan administration experience in a TPA environment
- Prior experience in peer review, supervision, or team leadership strongly preferred
- Deep expertise in 401(k) compliance, contribution calculations, and nondiscrimination testing
- Proficiency with Microsoft Office 365, including advanced Excel for data analysis and reporting
- Strong analytical skills, including trust accounting for accrual-based financial reporting
- Excellent written and verbal communication skills with a pro-active client-service orientation
- Highly organized, detail-oriented, and able to manage multiple priorities under tight deadlines
- Familiarity with recordkeeping platforms and ability to pull data, run reports, and review plan settings
- Self-motivated, adaptable, and able to manage workflow independently with limited oversight
- Ability to work from anywhere within the United States and accommodate an Eastern time schedule
Benefits
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
401(k) compliancecontribution calculationsnondiscrimination testingtrust accountingForm 5500 filingsfinancial reportingdata analysisadvanced Excelcross-testingcompliance testing
Soft skills
analytical skillswritten communicationverbal communicationclient-service orientationorganizational skillsdetail-orientedtime managementteam leadershipmentoringcollaboration
