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Retirement Plan Consultant
Unknown
US
ERISA Compliance
Microsoft Excel
New Plan Document Assistant
Strongpoint Partners
US
Compliance
Customer Service
Analytical Skills
Key Responsibilities:
- Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work and adherence to deadlines.
- Oversee all aspects of qualified retirement plan administration and annual compliance, including nondiscrimination testing and Form 5500 preparation.
- Serve as the primary escalation point for complex issues and coordinate with clients, attorneys, and auditors.
Qualifications:
- 8+ years of A-to-Z defined contribution plan administration experience in a TPA environment.
- Active ASPPA or NIPA designation (QKA, QPA, CPC, APA, APR, or equivalent) and 2+ years leading teams.
- Strong knowledge of ERISA, IRS, and DOL regulations; excellent communication and analytical skills.
What We Offer:
- Flexible workplace with remote options and flexible PTO, including unlimited options.
- Comprehensive benefits including health, dental, vision, life, and disability coverage.
- Growth opportunities, incentive bonus programs, and a culture that values diversity and collaboration.
Strongpoint Partners
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.