Retirement Plan Compliance Analyst

Strongpoint Partners

Retirement Plan Compliance Analyst administering full A-Z compliance for 401(k) plans. Join Strongpoint Partners, a tech-enabled retirement services platform, in a fully remote role.

Posted 6/12/2026full-timeRemote • Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $90,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

compliance testingplan operationstrust accountingIRS forms preparationdata managementplan design evaluationregulatory compliancemathematics skillsaccounting skillsparticipant transaction processing

Soft Skills

detail-orientedcommunicationclient satisfactionprofessionalismadaptabilityproblem-solvingorganizational skillstime managementteam collaborationanalytical thinking

Tools & Technologies

Relius softwareMicrosoft Office 365ExcelWordOutlookinternal systemsdata import toolscensus management systemstrust accounting softwarecompliance management systems

Certifications & Qualifications

Bachelor's degreeASPPA credentials

Industry Keywords

401(k) planscross-tested retirement plansADP/ACP testingERISA regulationsTop Heavy testingyear-end valuationsparticipant loanshardship distributionsgovernment formscompliance standards

About the role

Key responsibilities & impact

Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans.
Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
Coordinate year-end valuations and interpret plan documents.
Process participant transactions such as loans, hardships, and distributions.
Prepare and file IRS/government forms including 5500, 8955, and 5330.
Reconcile plan assets and complete trust accounting tasks.
Import and manage census and participant data.
Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.
Communicate with clients on plan administration issues with clarity and professionalism.
Leverage internal systems and technology to streamline processes and improve accuracy.

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
3-5+ years of experience in retirement plan administration, preferably in a TPA environment.
Deep understanding of regulatory compliance and testing standards.
Knowledge of ERISA regulations.
Proficient in Relius software, (preferred).
Detail-oriented with solid math/accounting skills.
Able to thrive in a fast-paced, remote work environment.
ASPPA credentials (or in progress) strongly preferred.
Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).

Benefits

Comp & perks

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.