Securing Financial Futures, From Hire Through Retire
Senior Retirement Plan Consultant, PFS
Location
United States
Posted
3 days ago
Salary
$80K - $100K / year
Seniority
Senior
Job Description
Senior Retirement Plan Consultant, PFS
Strongpoint Partners
• Administer a portfolio of approximately 65–75 qualified retirement plans from A-Z. • Perform annual compliance testing including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other required nondiscrimination testing. • Coordinate annual valuations and collect year-end census information for actuarial partners supporting Cash Balance and Defined Benefit plans. • Deliver contribution options, Annual Valuation Reports (AVRs), participant statements, Form 5500 filings, and client communications related to combo plans in partnership with the actuarial team. • Review and interpret plan documents and recommend plan design enhancements. • Process participant transactions including distributions, loans, hardships, rollovers, and required plan amendments. • Prepare and file government forms including Forms 5500, 8955-SSA, 5330, and related compliance filings. • Perform trust accounting for both pooled investment accounts and self-directed brokerage accounts. • Analyze Controlled Group and Affiliated Service Group ownership structures to determine plan compliance requirements. • Import, validate, and reconcile participant census and financial data. • Serve as a trusted advisor to clients by providing timely guidance on operational and compliance matters. • Other duties as assigned.
Job Requirements
- 5-7+ years of full-cycle (A-Z) qualified retirement plan administration experience
- Prior experience with MEP/PEP plans strongly preferred
- Demonstrated experience administering complex defined contribution retirement plans with increasing technical responsibility
- Excellent client relationship management and communication skills
- Strong analytical, organizational, and project management abilities
- Detail-oriented with exceptional mathematical and accounting aptitude
- Ability to work independently in a fast-paced remote environment while managing multiple competing priorities
- ASPPA QKA designation strongly preferred
Benefits
- Health, dental, vision, life, and disability coverage.
- 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.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
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