Note: The job is a remote job and is open to candidates in USA. Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. They are seeking a Retirement Plan Compliance Analyst to perform full A-Z administration for defined contribution retirement plans, focusing on compliance testing and client communication.
Responsibilities
- Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans
- Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)
- Coordinate year-end valuations and interpret plan documents
- Process participant transactions such as loans, hardships, and distributions
- Prepare and file IRS/government forms including 5500, 8955, and 5330
- Reconcile plan assets and complete trust accounting tasks
- Import and manage census and participant data
- Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction
- Communicate with clients on plan administration issues with clarity and professionalism
- Leverage internal systems and technology to streamline processes and improve accuracy
- Other duties as assigned
Skills
- Bachelor's degree in Business, Finance, Mathematics, or similarly related field
- 3-5+ years of experience in retirement plan administration, preferably in a TPA environment
- Deep understanding of regulatory compliance and testing standards
- Knowledge of ERISA regulations
- Skilled communicator with strong organizational and project management abilities
- Detail-oriented with solid math/accounting skills
- Able to thrive in a fast-paced, remote work environment
- Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.)
- Proficient in Relius software
- ASPPA credentials (or in progress) strongly preferred
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.
Company Overview
Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services. It was founded in 2021, and is headquartered in Chicago, Illinois, USA, with a workforce of 501-1000 employees. Its website is https://www.strongpointpartners.com.