Retirement Plan Consultant

Strongpoint Partners; United States; Remote; USD 85,000 - 110,000; Full time

Job summary

Strongpoint Partners seeks an ERISA compliance professional to manage Form 5500 filings, nondiscrimination testing, and regulatory interpretation for qualified plans. You will coordinate with sponsors, auditors, and consultants and ensure accurate records and timely communication of regulatory updates.

The role requires 3–7 years of ERISA experience, proficiency with 5500 modules, PensionPro or similar platforms, and strong Excel skills. ASPPA/CEBS is a plus.

Qualifications

• 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation.
• Experience with FT William software in both compliance and 5500 modules
• 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
• Proficiency in Microsoft Office applications
• Strong attention to detail and accuracy

Responsibilities

• Prepare, review, and file annual Form 5500 returns and all related schedules
• Conduct annual nondiscrimination testing including ADP/ACP, top-heavy, and coverage
• 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

Skills

ERISA compliance

Nondiscrimination testing

Form 5500 preparation

Excel

Regulatory interpretation

Education

ASPPA CEBS designation (QKA/QPA/CPC)

Tools

FT William software

PensionPro

Job description

Responsibilities

• Prepare, review, and file annual Form 5500 returns and all related schedules
• Conduct annual nondiscrimination testing including ADP/ACP, top-heavy, and coverage
• 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

Requirements

• 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation
• Experience with FT William software in both compliance and 5500 modules
• 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
• Proficiency in Microsoft Office applications
• Strong attention to detail and accuracy

Preferred Qualifications

• ASPPA or CEBS designation (QKA, QPA, or CPC)

About the Company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions.