Retirement Plan Compliance Administrator

Strongpoint Partners

Retirement Plan Compliance Administrator ensuring client plans remain compliant with IRS and ERISA regulations. Collaborating with consultants to maintain high-quality work in retirement plan compliance.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan administration and compliance, including performing various compliance tests and preparing Form 5500 filings. Strong analytical and problem-solving skills are essential for interpreting plan documents and ensuring adherence to IRS, DOL, and ERISA regulations.

Highest-signal resume keywords

Retirement Plan AdministrationCompliance TestingForm 5500 PreparationIRS, DOL, ERISA RegulationsAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ADP TestingACP TestingIRC Section 415 TestingIRC Section 414 TestingCoverage TestingTop Heavy TestingPlan ValuationsParticipant Census Data AnalysisEmployer Contribution CalculationPlan Asset Reconciliation

Soft Skills

Attention to DetailProblem-SolvingOrganizational SkillsCollaborationIndependent Work

Industry Keywords

Qualified Retirement PlansCompliance ServicesRetirement Plan CompliancePlan DocumentsBenefit Issues

About the role

Key responsibilities & impact

Perform annual retirement plan administration and compliance services for qualified retirement plans.
Complete plan valuations and prepare compliance testing, including:
ADP/ACP Testing
IRC Section 415 Testing
IRC Section 414 Testing
Coverage Testing
Top Heavy Testing
Review compliance work for technical accuracy, identify potential issues, and recommend corrections or alternative testing approaches.
Analyze participant census data and calculate employer contributions.
Analyze and reconcile plan assets.
Interpret plan documents and amendments to ensure accurate application of plan provisions.
Prepare and review Form 5500 filings.
Calculate lost earnings associated with late participant contributions when required.
Research, analyze, and resolve retirement plan compliance and benefit issues.
Collaborate with internal Consultants and team members to support compliance needs across the firm's retirement plan portfolio.
Maintain current knowledge of IRS, DOL, and ERISA regulations affecting qualified retirement plans.
Other duties as assigned.

Requirements

What you’ll need

2-3+ years of retirement plan administration or retirement plan compliance experience.
Strong understanding of qualified retirement plan compliance and annual administration.
Experience performing non-discrimination and compliance testing, including ADP/ACP, 415, 414, coverage, and Top-Heavy testing.
Experience preparing Form 5500 filings.
Ability to interpret retirement plan documents and amendments.
Strong analytical, problem-solving, and organizational skills.
Excellent attention to detail and commitment to producing accurate work.
Ability to work independently while collaborating effectively within a team environment.

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.