Defined Contribution Reviewer, (KGA)

The role

You will review defined contribution plan administration, valuations, compliance testing, and plan documents to ensure accuracy and regulatory compliance. You will also manage a small portfolio of retirement plan clients and serve as a technical resource for colleagues.

What you will do

• Review defined contribution plan valuations, administration projects, and calculations.
• Review annual nondiscrimination and compliance testing.
• Review annual reports, participant disclosures, IRS Forms 5500 and 8955-SSA, and regulatory filings.
• Research and provide technical guidance on complex ERISA, IRS, and Department of Labor compliance matters.
• Serve as a technical resource for Plan Administrators and other team members.
• Prepare and review retirement plan documents including amendments and restatements.
• Manage a small portfolio of retirement plan clients.
• Collaborate with Plan Administrators, actuaries, and leadership to resolve technical issues.
• Monitor regulatory and legislative developments.
• Support consistency, accuracy, and quality across retirement plan administration processes.

Required qualifications

• Minimum of 8 years of experience in the retirement plan industry.
• Strong working knowledge of 401(k) and Profit Sharing Plans.
• Advanced understanding of ERISA regulations and applicable IRS and DOL requirements.
• Experience reviewing retirement plan documents.
• Strong analytical and problem-solving skills.
• Excellent organizational and time-management skills.
• Strong interpersonal skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Demonstrated professionalism, sound judgment, and commitment to maintaining confidentiality.

Nice to have

• Experience within a Third-Party Administration (TPA) environment.
• Working knowledge of Datair retirement plan administration software.
• ASPPA or other relevant industry credentials, such as QPA, QKA, or ERPA.

Benefits

• 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.

About the company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. Karel-Gordon & Associates (KGA) is an operating partner of Strongpoint Partners and an industry leader in retirement plan design, consulting, and administration.