Retirement Plan Consultant (TFG)

The role

The Retirement Plan Consultant manages all aspects of ERISA compliance for qualified retirement plans. This includes focusing on Form 5500 filings, annual testing, and regulatory reporting.

What you will do

• Prepare, review, and file annual Form 5500 returns and all related schedules.
• Conduct annual nondiscrimination testing.
• 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.
• Other duties as assigned.

Required 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, both verbal and written
• Proficient in all Microsoft Office applications such as: Word and Excel
• Strong attention to detail, file compliance, and accuracy

Nice to have

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

Benefits

• Flexible PTO, including flexible & unlimited options
• Health, dental, vision, life, and disability coverage
• Incentive bonus programs
• Flexible hours

About the company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Finway Group is a national retirement plan services firm and an operating partner of Strongpoint Partners.