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Retirement Plan Consultant (TFG)

Strongpoint Partners
Location
Remote
Posted
2 months ago
Department
Retirement Plan Administration
Salary
$60,000-$65,000
What they actually want (must-haves)
  • 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation
  • Experience with FT William software in both compliance and 5500 modules
  • Experience with PensionPro or other pension related platforms
  • In-depth understanding of IRS and DOL regulations related to qualified plans
  • Strong analytical, organizational, and Excel skills
  • Exceptional customer service skills, both verbal and written
Nice to have
  • ASPPA or CEBS designation (QKA, QPA, or CPC) strongly desirable
What the job really is

The Retirement Plan Consultant at The Finway Group is responsible for managing ERISA compliance for qualified retirement plans, focusing on Form 5500 filings, annual testing, and regulatory reporting. This role involves coordinating with plan sponsors and auditors, interpreting regulations, and maintaining compliance records while providing support to clients and internal teams.

Benefits
  • Flexible Workplace – Hybrid and remote options available for many roles
  • Flexible 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
Things to weigh
  • Pay range is $60,000-$65,000 annually, which may vary based on location and experience
  • Position is fully remote, allowing for flexibility in work location
  • Specific benefits may vary by partner and position
Job score3.4/5
Benefits3/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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