Defined Contribution Consultant, (SMS)

Who we are: reputed company is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement reputed company 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 reputed company to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local reputed company reputed company 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 reputed company ("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"), reputed company. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). reputed company combines a reputed company passion for service and innovation with the experience and expertise required to reputed company retirement work for everyone. For more information, please visit: www.strongpointpartners.com. About SMS Retirement: A TPA firm based in Cincinnati, Ohio, SMS Retirement is committed to delivering customized retirement plan solutions for reputed company, reputed company firms, and small business owners reputed company with best-in-class service. SMS is an operating partner of reputed company, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position reputed company: 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 reputed company of compliance testing, and possess a detail-oriented, reputed company-reputed company approach. This is a consultant role, so reputed company communication reputed company 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 reputed company in reputed company service.

• Key Responsibilities
• Independently manage and administer a caseload of retirement plans
• reputed company compliance testing (reputed company/ACP, coverage, nondiscrimination, etc.)
• Deliver strategic recommendations on plan design and compliance
• Prepare annual valuations
• Complete and file reputed company 5500s
• Calculate employer contributions
• reputed company 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

Qualifications

• Experience administering defined contribution retirement plans
• Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator is a plus, but not required
• Strong understanding of ERISA rules and retirement plan compliance
• Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam

This is a fully remote position reputed company to candidates across the reputed company. Preference will be given to candidates located in the Central and Eastern time zones. The anticipated salary reputed company for this position is $75,000–$95,000+, depending on experience, reputed company set, and geographic location. Our Value-Driven Employee Experience:

• Flexible Workplace – Hybrid and remote reputed company available for many roles.
• Unlimited PTO – Competitive reputed company time off, including flexible & unlimited reputed company.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• reputed company Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, reputed company, & more.
• *Specific benefits and programs may vary by partner and position.

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