Strongpoint Partners · 3 hours ago
Retirement Plan Consultant, (JPC)
United States
Full-time
Remote
Mid Level
$70K/yr - $80K/yr
3+ years expStrongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. Jocelyn Pension Consulting (JPC) is seeking a detail-oriented and motivated Retirement Plan Consultant to support their growing Consultant Team, focusing on core retirement plan administration tasks and collaborating with internal teams to deliver exceptional service.
Financial ServicesHuman ResourcesProfessional ServicesRetirement
Responsibilities
Support a Senior Consultant with all aspects of annual plan administration
Perform census scrubs, payroll/data reconciliations, and year-end data reviews
Prepare and/or assist with annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 415, and other nondiscrimination testing
Assist with preparation and review of valuation reports and participant statements
Prepare draft Form 5500 filings and gather supporting documentation
Communicate with clients regarding data needs, deadlines, and follow-up items in a professional and timely manner
Assist with participant distribution and loan requests by coordinating with the Operations and Participant Support teams
Research plan provisions, document requirements, and regulatory questions under the direction of a Senior Consultant
Maintain accurate records and workflow updates within internal systems
Stay current on ERISA, IRS, and DOL regulations through internal training and self-study
Support auditors for plans subject to annual audit by preparing requested documents and schedules
Collaborate with internal teams to ensure smooth processing of contributions, payroll updates, and compliance items
Other duties as assigned
Qualification
Required
3-5 years of experience in 401(k) or retirement plan administration (or relevant financial/analytical experience)
Basic understanding of retirement plan operations; familiarity with testing concepts is a plus
Strong math, analytical, and problem-solving skills
Excellent attention to detail and organizational skills
Strong written and verbal communication skills
Proficiency with Microsoft Excel and Word
Ability to manage multiple tasks, meet deadlines, and follow detailed procedures
Self-motivated, proactive, and eager to learn in a fast-paced environment
Preferred
Experience with Relius or other administration systems preferred
ASPPA/NIPA coursework or desire to pursue credentials strongly preferred
Benefits
Flexible Workplace – Hybrid and remote options available for many roles.
Unlimited 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
Strongpoint Partners
Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Danny Hest
Chief Executive Officer
Recent News
Company data provided by crunchbase