Remote Retirement Plan Compliance Administrator

Strongpoint Partners; United States; Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Flexible Workplace – Remote options

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners, collaborating with Bidwell Consulting Services, is seeking a Retirement Plan Compliance Administrator to support the firm's retirement plan compliance across clients. This internal-facing role emphasizes IRS and ERISA compliance, accuracy, and analytical work rather than client relationship management.

The position involves performing annual administration, testing, plan valuations, Form 5500 filings, and collaboration with Consultants.

Qualifications

• Minimum 2-3+ years of retirement plan administration or compliance experience.
• Strong understanding of qualified retirement plan compliance and annual administration.
• Experience performing non-discrimination and compliance testing (ADP/ACP, 415, 414, coverage, Top-Heavy).
• Experience preparing Form 5500 filings and interpreting plan documents.

Responsibilities

• Perform annual retirement plan administration and compliance services for qualified plans.
• Complete plan valuations and prepare compliance testing including ADP/ACP, 415, 414, coverage, and Top-Heavy.
• Review compliance work for accuracy and propose corrections or alternative testing.
• Analyze census data, calculate employer contributions, and reconcile plan assets.
• Prepare and review Form 5500 filings and interpret amendments.

Skills

Analytical skills

Problem-solving

Organizational skills

Attention to detail

Independent work

Education

Bachelor's degree in Mathematics, Accounting, Finance, or related analytical field

ASPPA credential (QKA) or progress toward certification

Tools

CalcAir (Datair) software

Job description

Strongpoint Partners, collaborating with Bidwell Consulting Services, is seeking a Retirement Plan Compliance Administrator to support the firm's retirement plan compliance across clients. This internal-facing role emphasizes IRS and ERISA compliance, accuracy, and analytical work rather than client relationship management.

The position involves performing annual administration, testing, plan valuations, Form 5500 filings, and collaboration with Consultants.