Retirement Plan Consultant

Strongpoint Partners

Retirement Plan Consultant responsible for ERISA compliance, Form 5500 filings, and regulatory reporting. Ensuring compliance for qualified retirement plans with a focus on client support.

Posted 7/7/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation, with a strong focus on regulatory interpretation and application. Proficient in maintaining compliance records and communicating regulatory updates effectively.

Highest-signal resume keywords

ERISA ComplianceForm 5500 PreparationNon-Discrimination TestingFT William SoftwareIRS and DOL Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Form 5500 ReturnsNondiscrimination TestingRegulatory InterpretationCompliance Record MaintenanceAnalytical SkillsExcel SkillsMicrosoft Office Proficiency

Soft Skills

Customer Service SkillsAttention to DetailOrganizational SkillsVerbal CommunicationWritten Communication

Tools & Technologies

FT William SoftwarePensionProMicrosoft WordMicrosoft Excel

Certifications & Qualifications

ASPPA DesignationCEBS DesignationQKAQPACPC

Industry Keywords

Retirement PlansCompliance IssuesPlan DesignsRegulatory UpdatesQualified Plans

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

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.