Senior Remote Retirement Plan Consultant

Strongpoint Partners; Atlanta (GA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners is seeking an experienced Sr. Retirement Plan Consultant to manage a portfolio of 65-75 qualified retirement plans. This role requires 5-7+ years of full-cycle administration, advanced technical expertise, and a passion for mentoring while delivering exceptional client service.

PLEASE NOTE: This is a fully remote position for candidates in the Eastern and Central time zones; preference will be given to those in the Atlanta area who can work on a hybrid schedule.

Qualifications

• 5-7+ years of full-cycle retirement plan administration.
• Experience with MEP/PEP plans preferred.
• Strong client relationship and communication skills.

Responsibilities

• Administer a portfolio of 65–75 qualified retirement plans from A-Z.
• Perform annual compliance testing (ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), BRF).
• Coordinate annual valuations and census data for actuarial partners.
• Deliver AVRs, participant statements, Form 5500 filings, and plan communications.
• Review plan documents and recommend design enhancements.
• Process participant transactions including distributions, loans, hardships, rollovers, amendments.
• Prepare and file Forms 5500, 8955-SSA, 5330 and related filings.
• Perform trust accounting for pooled and self-directed accounts.
• Analyze ownership structures for compliance requirements.
• Import, validate, reconcile census and financial data.
• Advise clients on operational and compliance matters.

Skills

Full-cycle retirement plan admin

Client relationship management

Analytical skills

Project management

Independent work

Education

ASPPA QKA

Job description

Strongpoint Partners is seeking an experienced Sr. Retirement Plan Consultant to manage a portfolio of 65-75 qualified retirement plans. This role requires 5-7+ years of full-cycle administration, advanced technical expertise, and a passion for mentoring while delivering exceptional client service.

PLEASE NOTE: This is a fully remote position for candidates in the Eastern and Central time zones; preference will be given to those in the Atlanta area who can work on a hybrid schedule.