Defined Contribution Consultant, (SMS)
About The Position
SMS, a Strongpoint Partner, is seeking a skilled Defined Contribution Consultant who will take full ownership of a caseload of approximately 70–100 retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This is a consultant role, so professional communication via email and phone calls is required. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service.
Requirements
- Experience administering defined contribution retirement plans
- Strong understanding of ERISA rules and retirement plan compliance
- Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam
Nice To Haves
- Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator is a plus, but not required
Responsibilities
- Independently manage and administer a caseload of retirement plans
- Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
- Deliver strategic recommendations on plan design and compliance
- Prepare annual valuations
- Complete and file Form 5500s
- Calculate employer contributions
- Perform cross-testing and allocation calculations
- Review participant distributions and loans
- Maintain up-to-date knowledge of ERISA rules and regulations
- Review plan documents and ensure operational compliance
- Communicate effectively with clients, advisors, and internal team members
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
