Senior Pension Consultant/Team Lead

Who We Are:

Strongpoint Partners is 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 including HowardSimon ("HSI"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("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"), and Allied Consultants, Inc. ("ACI"), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.  

About Pension Financial Services, (PFS):

Based in Duluth, Georgia, Pension Financial Services (PFS) is a pension specialist founded by the principle that "interest today creates tomorrow." PFS provides the highest caliber actuarial and retirement planning services to over 800 clients across the Southeast. PFS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Pension Financial Services (PFS) is seeking an experienced Senior Pension Consultant/Team Leader to manage a portfolio of high-profile retirement plans while guiding a team member in delivering exceptional service. This role involves overseeing all aspects of annual compliance, contribution calculations, government reporting, and client consulting. The ideal candidate is a strategic thinker with strong project management skills who can provide expert guidance on plan design, compliance requirements, and evolving legislation.

As a key leader within the firm, you will mentor and supervise a team member, foster professional development, and drive process improvements.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, the selected candidate will need to accommodate an Eastern time schedule.

Key Responsibilities:

• Client & Plan Management:
• Compliance & Regulatory Responsibilities:
• Technology & Process Optimization:
• Team Leadership & Development:
• Independently manage 30-40 high-profile 401(k) and cross-tested plans.
• Provide oversight and support for an additional 70-80 plans managed by other team members.
• Serve as the primary client contact, delivering expert-level guidance on plan design, compliance, and strategic considerations.
• Monitor legislative and regulatory changes, proactively advising clients on the impact to their plans.
• Perform all compliance testing, including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing.
• Conduct advanced cross-testing to develop cost-efficient, compliant plan strategies.
• Oversee trust accounting to support accurate Form 5500 filings and financial reporting.
• Partner with auditors to prepare financial statements and Schedule H requirements.
• Leverage industry software, including:
• Identify and implement technology-driven process improvements to enhance efficiency and accuracy.
• ASC, (compliance testing)
• DATAIR, (government reporting)
• Relius, (plan documents)
• PensionPro, (client management)
• Supervise, mentor, and train team members, providing guidance on compliance, client service, and best practices.
• Foster a collaborative, growth-oriented team culture.

Qualifications:

• 10+ years of retirement plan administration experience in a TPA environment.
• Prior experience in peer review, supervision, or team leadership strongly preferred.
• Deep expertise in 401(k) compliance, contribution calculations, and nondiscrimination testing.
• Proficiency with Microsoft Office 365, including advanced Excel for data analysis and reporting.
• Strong analytical skills, including trust accounting for accrual-based financial reporting.
• Excellent written and verbal communication skills with a pro-active client-service orientation.
• Highly organized, detail-oriented, and able to manage multiple priorities under tight deadlines.
• Familiarity with recordkeeping platforms and ability to pull data, run reports, and review plan settings.
• Self-motivated, adaptable, and able to manage workflow independently with limited oversight.

Pay Transparency Statement:

The anticipated pay range for this position is $85,000-$95,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience:

• Flexible Workplace
• Competitive PTO
• Inclusive Environment
• Development Opportunities
• Comprehensive Benefits
• Workplace Perks