Perform annual retirement plan administration and compliance services for qualified plans, including valuations and testing like ADP/ACP, 415, 414, coverage, and Top Heavy.
Review compliance work for technical accuracy, identify issues, recommend corrections, and analyze participant data and plan assets.
Prepare Form 5500 filings, interpret plan documents, and stay current on IRS, DOL, and ERISA regulations.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses, specializing in retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as an Inc. 5000 Fastest Growing Private Company and Great Place to Work, it operates a coast-to-coast network of 19 leading firms, fostering a culture of passion, innovation, and expertise.
Manage full-cycle administration and compliance for a portfolio of 65-75 qualified retirement plans.
Perform annual nondiscrimination testing and coordinate valuations with actuarial teams.
Serve as a trusted advisor, handling plan design, participant transactions, and regulatory filings.
PFS specializes in retirement plan consulting and administration services for organizations. They foster a remote-friendly, collaborative culture with a focus on compliance and client success.
Manage regulatory inquiries of PLICO and affiliated insurance companies.
Respond to inquiries from regulatory bodies for insurance and securities activities.
Partner with business and divisional compliance units to coordinate regulatory filings.
Protective helps protect customers against life's uncertainties. The company is a large insurance provider with a strong focus on employee well-being and a collaborative culture.
Prepare, review, and submit annual Form 5500 filings and related schedules while ensuring compliance.
Conduct annual nondiscrimination testing including ADP/ACP, top-heavy, and coverage tests.
Interpret and apply ERISA, IRS, and DOL regulations to support retirement plan administration decisions.
The partner company specializes in retirement plan compliance and administration services. It fosters a collaborative, remote culture with a focus on employee growth and work-life balance.
Interpret and apply ERISA, IRS, and DOL regulations to retirement plans.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement TPA, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company has a coast-to-coast network of 19 leading firms and prioritizes accuracy and compliance.
Works directly with clients to align plan design with product capabilities and increase launch rates.
Researches and reviews plan documents to identify compliance issues and mitigate risks.
Audits system setup and benefits analysis for accuracy prior to plan launch.
Human Interest is a fintech company on a mission to make retirement benefits accessible for all workers. They are a high-growth startup backed by top investors, with a culture focused on customer obsession and long-term orientation.
Lead and coach a team of retirement plan administrators to ensure high-quality work and compliance deadlines.
Oversee all aspects of qualified retirement plan administration and annual compliance for assigned plans.
Serve as the primary escalation point for complex administrative and client service issues.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing and certified as a Great Place to Work, it has a coast-to-coast network of 19 firms.
Serve as a trusted compliance advisor across benefit products, ensuring regulatory alignment while supporting innovation and operational excellence.
Review marketing materials, customer communications, and product documentation to ensure regulatory accuracy and consumer protection compliance.
Lead compliance risk assessments for new product features, workflow changes, and emerging technologies, including AI-powered solutions.
They provide innovative healthcare benefit products and financial wellness solutions. The company offers a collaborative, fast-paced environment with a focus on regulatory excellence.
Collaborate on risk assessments and develop internal surveillance systems to ensure compliance with securities laws.
Conduct regular audits, identify control deficiencies, and prepare action plan remediation.
Prepare and conduct virtual and physical branch office exams while staying current on regulatory trends.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities, they've been ranked #1 RIA firm by Barron's and have a diverse, flexible workforce.
Collaborate with business stakeholders to perform root cause analysis.
Develop job aids, playbook, and other program documentation.
SmithRx is a Health-Tech company disrupting the Pharmacy Benefit Management industry with a technology-driven platform. The venture-backed company has hundreds of thousands of members and fosters a collaborative, mission-driven culture.
Serve as the primary compliance advisor for transparency customers, providing guidance on regulatory interpretation and risk mitigation.
Ensure successful achievement of all reporting metrics and deadlines, establishing KPIs and utilizing project management tools.
Actively engage in sales and marketing efforts to support customer growth through industry conferences and networking.
MediSpend provides transparency reporting solutions for the life sciences industry. The company fosters a diverse and inclusive culture with employees working remotely across the US, offering competitive compensation and benefits.
Ensures state and federal regulatory compliance for benefits and leave programs.
Manages day-to-day benefits operations, including vendor management, employee support, and open enrollment.
Conducts financial reviews and audits of benefits billing and data accuracy to ensure compliance and efficiency.
Judi Health is an enterprise health technology company providing comprehensive solutions for employers and health plans, including pharmacy benefit management and an enterprise health platform. The company is dedicated to rebuilding trust in healthcare in the U.S. and emphasizes a collaborative, fast-paced virtual environment with a focus on compliance and employee support.
Interpret Medicaid regulatory, Program Integrity, and Third-Party Liability (TPL) requirements to support compliance assessments and audit readiness.
Develop recommendations and corrective action approaches to address compliance findings and support responses to CMS and state agencies.
Collaborate with cross-functional teams to align findings, prioritize follow-up activities, and coordinate recommendations for process improvements.
BerryDunn is a client-centered, people-first professional services firm that has helped businesses, nonprofits, and government agencies since 1974. With a focus on creating a diverse and inclusive workplace, the firm is recognized for its commitment to learning, development, and well-being.
Coordinates and administers privacy and compliance programs to ensure adherence to regulatory requirements.
Partners with internal teams to interpret requirements, implement compliant solutions, and monitor activities.
Develops policies, tracks corrective actions, and supports audits to maintain program effectiveness.
Capital Blue Cross is a health insurance company that improves the health and well-being of members and communities. It is an independent licensee of the Blue Cross Blue Shield Association and has been voted a 'Best Place to Work in PA' by employees.
Shape and govern multi-state licensure and regulatory compliance for non-clinical home care operations.
Define strategy, operating model, and governance framework for compliant state expansion and ongoing readiness.
Translate complex state regulations into actionable operational requirements supporting scalable service delivery.
This partner company is a high-impact healthcare organization focused on improving care delivery and outcomes. It operates in a fast-scaling, mission-driven environment with a remote-first work culture.