Remote ERISA & Form 5500 Compliance Consultant

Logoslabs; San Francisco (CA); Remote; USD 65,000 - 75,000; Full time

Job summary

Strongpoint Partners is seeking a Retirement Plan Consultant to manage ERISA compliance for qualified retirement plans, focusing on Form 5500 filings, annual testing, and regulatory reporting. This is a fully remote role within the United States.

You will work with plan sponsors, auditors, and consultants to ensure accurate filings and timely testing, while staying current with IRS and DOL requirements. A strong customer-service approach and Excel proficiency are essential.

Qualifications

• 3–7 years ERISA compliance and Form 5500 experience required.
• Experience with FT William 5500 modules and PensionPro preferred.
• Strong regulatory knowledge of IRS/DOL rules for qualified plans.

Responsibilities

• Prepare, review, and file annual Form 5500 returns and related schedules.
• Conduct annual nondiscrimination testing (ADP/ACP, top-heavy, coverage).
• Interpret ERISA, IRS, and DOL regs for retirement plans.
• Coordinate with sponsors, auditors, and consultants to resolve issues.
• Stay current with regulatory updates and communicate changes.

Skills

ERISA compliance

Non-Discrimination Testing

Form 5500 preparation

Excel

Analytical skills

Customer service

Education

ASPPA or CEBS designation (QKA/QPA/CPC)

Tools

FT William software (5500 modules)

PensionPro

Microsoft Office

Job description

Strongpoint Partners is seeking a Retirement Plan Consultant to manage ERISA compliance for qualified retirement plans, focusing on Form 5500 filings, annual testing, and regulatory reporting. This is a fully remote role within the United States.

You will work with plan sponsors, auditors, and consultants to ensure accurate filings and timely testing, while staying current with IRS and DOL requirements. A strong customer-service approach and Excel proficiency are essential.