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Securing Financial Futures, From Hire Through Retire
Retirement Plan Consultant
Location
United States
Posted
137 days ago
Salary
$70K - $80K / year
Seniority
Senior
Job Description
Retirement Plan Consultant
Strongpoint Partners
• Support a Senior Consultant with all aspects of annual plan administration. • Perform census scrubs, payroll/data reconciliations, and year-end data reviews. • Prepare and/or assist with annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 415, and other nondiscrimination testing. • Assist with preparation and review of valuation reports and participant statements. • Prepare draft Form 5500 filings and gather supporting documentation. • Communicate with clients regarding data needs, deadlines, and follow-up items in a professional and timely manner. • Assist with participant distribution and loan requests by coordinating with the Operations and Participant Support teams. • Research plan provisions, document requirements, and regulatory questions under the direction of a Senior Consultant. • Maintain accurate records and workflow updates within internal systems. • Stay current on ERISA, IRS, and DOL regulations through internal training and self-study. • Support auditors for plans subject to annual audit by preparing requested documents and schedules. • Collaborate with internal teams to ensure smooth processing of contributions, payroll updates, and compliance items. • Other duties as assigned.
Job Requirements
- 3-5 years of experience in 401(k) or retirement plan administration (or relevant financial/analytical experience).
- Basic understanding of retirement plan operations; familiarity with testing concepts is a plus.
- Experience with Relius or other administration systems preferred.
- Strong math, analytical, and problem-solving skills.
- Excellent attention to detail and organizational skills.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Excel and Word.
- Ability to manage multiple tasks, meet deadlines, and follow detailed procedures.
- Self-motivated, proactive, and eager to learn in a fast-paced environment.
- ASPPA/NIPA coursework or desire to pursue credentials strongly preferred.
Benefits
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited 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.
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