Sr. Retirement Plan Consultant, (PFS)
Strongpoint PartnersAbout the role
Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
About Pension Financial Services, (PFS):
Based in Duluth, Georgia, Pension Financial Services (PFS) is a pension specialist founded by the principle that "interest today creates tomorrow." PFS provides the highest caliber actuarial and retirement planning services to over 800 clients across the Southeast. PFS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
Pension Financial Services (PFS), a Strongpoint Partner, is seeking an experienced Sr. Retirement Plan Consultant to manage a portfolio of approximately 65-75 qualified retirement plans. This role is ideal for a seasoned retirement plan professional with 5-7+ years of full-cycle (A-Z) administration experience, advanced technical expertise, and a passion for mentoring others while delivering exceptional client service.
PLEASE NOTE: This is a fully remote position for candidates in the Eastern and Central time zones only; due to the primary locations of our client teams, preference will be given to those in the Atlanta area who are able to work on a hybrid schedule.
Key Responsibilities:
- Administer a portfolio of approximately 65–75 qualified retirement plans from A-Z.
- Perform annual compliance testing including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other required nondiscrimination testing.
- Coordinate annual valuations and collect year-end census information for actuarial partners supporting Cash Balance and Defined Benefit plans.
- Deliver contribution options, Annual Valuation Reports (AVRs), participant statements, Form 5500 filings, and client communications related to combo plans in partnership with the actuarial team.
- Review and interpret plan documents and recommend plan design enhancements.
- Process participant transactions including distributions, loans, hardships, rollovers, and required plan amendments.
- Prepare and file government forms including Forms 5500, 8955-SSA, 5330, and related compliance filings.
- Perform trust accounting for both pooled investment accounts and self-directed brokerage accounts.
- Analyze Controlled Group and Affiliated Service Group ownership structures to determine plan compliance requirements.
- Import, validate, and reconcile participant census and financial data.
- Serve as a trusted advisor to clients by providing timely guidance on operational and compliance matters.
- Other duties as assigned.
Qualifications:
- 5-7+ years of full-cycle (A-Z) qualified retirement plan administration experience
- Prior experience with MEP/PEP plans strongly preferred
- Demonstrated experience administering complex defin
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