Defined Contribution Reviewer

Strongpoint Partners

. Review defined contribution plan valuations, administration projects, and calculations for accuracy and compliance, including contributions, allocations, vesting, and participant distributions .

Posted 10/9/2026full-timeRemote • Illinois • United StatesSeniorLead💰 $80,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in retirement plan administration, compliance review, and plan design, with a strong understanding of ERISA regulations and IRS requirements. Proficient in managing client portfolios and collaborating with various stakeholders to ensure accurate and compliant plan operations.

Highest-signal resume keywords

Retirement Plan AdministrationERISA RegulationsCompliance Testing401(k) PlansDatair Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Compliance ReviewPlan DesignRegulatory FilingsTechnical GuidanceDocument PreparationAnalytical SkillsProblem-SolvingAttention to DetailMicrosoft ExcelMicrosoft Word

Soft Skills

Organizational SkillsTime ManagementInterpersonal SkillsCollaborationCommunication Skills

Tools & Technologies

Datair Retirement Plan Administration SoftwareMicrosoft Outlook

Certifications & Qualifications

ASPPAQPAQKAERPA

Industry Keywords

Defined Contribution PlansNondiscrimination TestingIRS Forms 5500Participant DisclosuresThird-Party Administration

About the role

Key responsibilities & impact

Review defined contribution plan valuations, administration projects, and calculations for 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
Research and provide technical guidance on complex ERISA, IRS, and Department of Labor compliance matters
Serve as a technical resource for Plan Administrators and team members on 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 and oversee timely, accurate administration
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 updating internal procedures and administrative practices
Support consistency, accuracy, and quality across retirement plan administration processes
Participate in continuing education and professional development, including industry webcasts and ASPPA coursework or examinations
Perform additional duties and special projects as assigned

Requirements

What you’ll need

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

Benefits

Comp & perks

Hybrid and remote options available for many roles
Competitive paid time off, including flexible and unlimited options
Inclusive environment valuing diversity, collaboration, and respect
Ongoing learning and career development support
Health, dental, vision, life, and disability coverage
Incentive bonus programs
Flexible hours
Additional workplace perks