Sr. Retirement Plan Consultant, (PFS)

Strongpoint Partners

4h • $80,000 - $100,000 • Remote

About The Position

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. 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.

Requirements

• 5-7+ years of full-cycle (A-Z) qualified retirement plan administration experience
• Demonstrated experience administering complex defined contribution retirement plans with increasing technical responsibility
• Excellent client relationship management and communication skills
• Strong analytical, organizational, and project management abilities
• Detail-oriented with exceptional mathematical and accounting aptitude
• Ability to work independently in a fast-paced remote environment while managing multiple competing priorities

Nice To Haves

• Prior experience with MEP/PEP plans strongly preferred
• ASPPA QKA designation strongly preferred

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.

Benefits

• Health, dental, vision, life, and disability coverage
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Growth Opportunities – Support for ongoing learning and career development.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed