Strongpoint Partners - Defined Contribution Reviewer, (KGA)

Hybrid - USA *$80k - $95k+ Equity2w ago

In Office Senior NA Board Member Excel Documentation Team Leadership Learning & Development Project Planning

Requirements

• Minimum of 8 years of experience in the retirement plan industry, preferably within a Third-Party Administration (TPA) environment, with significant experience in compliance review, full-cycle plan administration, and/or plan design. • Strong working knowledge of 401(k) and Profit Sharing Plans. • Advanced understanding of ERISA regulations and applicable IRS and DOL requirements, including compliance testing and regulatory filings. • Experience reviewing retirement plan documents and identifying opportunities for plan design improvements or compliance updates. • Working knowledge of Datair retirement plan administration software preferred. • Strong analytical and problem-solving skills with exceptional attention to detail. • Ability to independently research and resolve complex technical issues while collaborating with colleagues when appropriate. • Excellent organizational and time-management skills, with the ability to balance multiple priorities and regulatory deadlines. • Strong interpersonal skills and a collaborative mindset, with a willingness to mentor colleagues and share technical knowledge. • Excellent written and verbal communication skills. • Proficiency in Microsoft Excel, Word, and Outlook. • Demonstrated professionalism, sound judgment, and commitment to maintaining confidentiality. • ASPPA or other relevant industry credentials, such as QPA, QKA, or ERPA, are a plus. • Flexible Workplace – Hybrid and remote options available for many roles. • Flexible Workplace • Flexible PTO – Competitive paid time off, including flexible & unlimited options. • Flexible PTO • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Inclusive Environment • Growth Opportunities – Support for ongoing learning and career development. • Growth Opportunities • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

Responsibilities

• Review defined contribution plan valuations, administration projects, and calculations to ensure accuracy and compliance, including contributions, allocations, vesting, and participant distributions. • Review annual nondiscrimination and compliance testing, including ADP/ACP, top-heavy, 402(g), 415, 410(b), and 401(a)(4) testing, as well as cross-tested and combination plan designs. • Review annual reports, participant disclosures, IRS Forms 5500 and 8955-SSA, regulatory filings, and client communications for accuracy and completeness. • Research and provide technical guidance on complex ERISA, IRS, and Department of Labor (DOL) compliance matters. • Serve as a technical resource for Plan Administrators and other team members, assisting with questions related to plan administration, compliance, and plan design. • Prepare and review retirement plan documents, including amendments, takeover and start-up documents, and plan restatements. • Manage a small portfolio of retirement plan clients, overseeing administration activities and ensuring timely, accurate service. • Collaborate with Plan Administrators, actuaries, Relationship Managers, New Business teams, and leadership to resolve technical issues and provide guidance and training. • Monitor regulatory and legislative developments and assist with implementing updates to internal procedures and administrative practices. • Support consistency, accuracy, and quality across retirement plan administration processes. • Participate in continuing education and professional development opportunities, including industry webcasts and ASPPA coursework or examinations. • Perform additional duties and special projects as assigned.

Benefits

• The anticipated base salary range for this position is $80,000–$95,000 annually, depending on experience, qualifications, and relevant industry expertise. • $80,000–$95,000 annually • Workplace Perks – Incentive bonus programs, flexible hours, & more. • *Specific benefits and programs may vary by partner and position.