Retirement Plan 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

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA"), Pension Financial Services (“PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI"), Actuaries Unlimited (“AUI"), California Retirement Plans (“CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS"), and SMS Retirement (“SMS"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.

Position Summary:

Strongpoint Partners is seeking a Retirement Plan Consultant is responsible for managing all aspects of ERISA compliance for qualified retirement plans, with a primary focus on Form 5500 filings, annual testing, and regulatory reporting. This role ensures compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) requirements and supports clients and internal teams with complex plan administration needs.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.

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.
• Coordinate with plan sponsors, auditors, and consultants to resolve compliance issues.
• Consult on plan designs.
• Maintain accurate records of filings and compliance testing results.
• Stay current with regulatory updates and communicate changes to the team.

Minimum Requirements:

• 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation required.
• Experience with FT William software in both compliance and 5500 modules required.
• Experience with PensionPro or other pension related platforms.
• In-depth understanding of IRS and DOL regulations related to qualified plans.
• Strong analytical, organizational, and Excel skills.
• Exceptional customer service skills, both verbal and written.
• Proficient in all Microsoft Office applications such as: Word and Excel.
• Strong attention to detail, file compliance, and accuracy.
• ASPPA or CEBS designation (QKA, QPA, or CPC) strongly desirable.

Pay Transparency Statement:

The anticipated pay range for this position is $65,000-$75,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience:

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.

Specific benefits and programs may vary by partner and position.