Retirement Plan Consultant
Benefits
Unlimited PTO
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Key Responsibilities:
- 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.
Minimum Requirements:
- 3-7 years of experience in ERISA compliance, nondiscrimination testing, and Form 5500 preparation.
- Experience with FT William software and PensionPro platforms.
- Proficient in Microsoft Office applications including Word and Excel.
Pay Transparency:
- The anticipated pay range for this position is $65,000-$75,000 annually.
- Individual pay is determined by geographic location, skills, experience, and certifications.
Employee Experience:
- Flexible workplace with remote options.
- Comprehensive benefits including health, dental, vision, life, and disability coverage.
- Inclusive environment and growth opportunities.
Strongpoint Partners
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.