Retirement Plan Consultant

Strongpoint Partners

. Prepare, review, and file annual Form 5500 returns and related schedules .

Posted 10/27/2026full-timeRemote • United StatesMid-LevelSenior💰 $60,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in ERISA compliance, including preparation of Form 5500 and conducting non-discrimination testing. Proficient in regulatory interpretation and maintaining compliance records while providing exceptional customer service.

Highest-signal resume keywords

ERISA ComplianceForm 5500 PreparationNon-Discrimination TestingFT William SoftwareIRS and DOL Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Form 5500 PreparationNon-Discrimination TestingRegulatory InterpretationCompliance Record MaintenanceAnalytical SkillsExcel SkillsMicrosoft Office Proficiency

Soft Skills

Customer Service SkillsAttention to DetailOrganizational SkillsVerbal CommunicationWritten Communication

Tools & Technologies

FT William SoftwarePensionProMicrosoft Office

Certifications & Qualifications

ASPPA DesignationCEBS DesignationQKAQPACPC

Industry Keywords

ERISAIRS RegulationsDOL RegulationsQualified PlansCompliance Testing

About the role

Key responsibilities & impact

Prepare, review, and file annual Form 5500 returns and related schedules
Conduct annual nondiscrimination testing, including ADP/ACP, top-heavy, and coverage 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
Perform other duties as assigned

Requirements

What you’ll need

3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation required
Experience with FT William software in both compliance and 5500 modules required
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 Microsoft Office applications such as Word and Excel
Strong attention to detail, file compliance, and accuracy
ASPPA or CEBS designation (QKA, QPA, or CPC) strongly desirable

Benefits

Comp & perks

Flexible workplace with hybrid and remote options available for many roles
Flexible PTO, including flexible and unlimited options
Support for ongoing learning and career development
Health, dental, vision, life, and disability coverage
Incentive bonus programs
Flexible hours
Inclusive environment valuing diversity, collaboration, and respect
Specific benefits and programs may vary by partner and position