Defined Contribution Reviewer, (KGA)

5 hours, 51 minutes ago
Full-time
Lead
Operations
Strongpoint Partners

Strongpoint Partners

Strongpoint Partners is a leading provider of third-party administration of retirement plans and outsourced HR and payroll solutions for small and medium-sized businesses. They offer personalized design, service, and support to help clients achieve the...

Insurance
11-50

Description

  • Review defined contribution plan valuations, calculations, contributions, allocations, vesting, and distributions for accuracy and compliance.
  • Review nondiscrimination and compliance testing, including ADP/ACP, top-heavy, 402(g), 415, 410(b), and 401(a)(4) testing.
  • Review annual reports, participant disclosures, Forms 5500 and 8955-SSA, regulatory filings, and client communications.
  • Research and provide guidance on complex ERISA, IRS, and DOL compliance matters.
  • Prepare and review plan documents, amendments, takeover and startup documents, and restatements.
  • Manage a small portfolio of retirement plan clients and ensure timely, accurate service.
  • Collaborate with administrators, actuaries, relationship managers, new business teams, and leadership to resolve technical issues.
  • Monitor regulatory developments and help update internal procedures and administrative practices.
  • Provide technical guidance, training, and mentorship to colleagues.
  • Participate in continuing education, industry webcasts, ASPPA coursework, and special projects.

Requirements

  • At least 8 years of retirement plan industry experience, preferably in a TPA environment.
  • Significant experience with compliance review, full-cycle plan administration, and/or plan design.
  • Strong working knowledge of 401(k) and profit-sharing plans.
  • Advanced understanding of ERISA, IRS, and DOL requirements.
  • Experience reviewing plan documents and identifying design or compliance improvements.
  • Working knowledge of Datair retirement plan administration software preferred.
  • Strong analytical, problem-solving, organizational, and time-management skills.
  • Excellent written, verbal, and interpersonal communication skills.
  • Proficiency in Microsoft Excel, Word, and Outlook.
  • ASPPA or related credentials such as QPA, QKA, or ERPA are a plus.

Benefits

  • Base salary of $80,000–$95,000 annually, depending on experience and qualifications.
  • Hybrid and remote work options available for many roles.
  • Competitive flexible or unlimited PTO options.
  • Health, dental, vision, life, and disability insurance coverage.
  • Incentive bonus programs and flexible hours.
  • Learning, continuing education, and career development support.
  • Inclusive, collaborative workplace culture.

Interested in this position?

Apply directly on the company website

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