Defined Contribution Consultant, (SMS)
Strongpoint Partners, Cincinnati, OH, United States
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third 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 Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.
Position Summary 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.
Key Responsibilities
Independently manage and administer a caseload of retirement plans
Deliver strategic recommendations on plan design and compliance
Prepare annual valuations
Complete and file Form 5500s
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
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 administration software such as ASC, Datair, Relius, FTWilliam
This is a fully remote position open to candidates across the United States. Preference will be given to candidates located in the Central and Eastern time zones.
Salary range: $75,000–$95,000+, depending on experience, skill set, and geographic location.
Our Value-Driven Employee Experience
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.
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Position Summary 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.
Key Responsibilities
Independently manage and administer a caseload of retirement plans
Deliver strategic recommendations on plan design and compliance
Prepare annual valuations
Complete and file Form 5500s
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
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 administration software such as ASC, Datair, Relius, FTWilliam
This is a fully remote position open to candidates across the United States. Preference will be given to candidates located in the Central and Eastern time zones.
Salary range: $75,000–$95,000+, depending on experience, skill set, and geographic location.
Our Value-Driven Employee Experience
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.
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