退休计划顾问 (TFG)
Retirement Plan Consultant (TFG)
我们是：
Strongpoint Partners 是一个技术驱动的退休服务平台，为中小型企业提供集成的退休第三方管理、记录保存、薪资和人力资源解决方案。被列为 Inc. 5000 美国增长最快的私营公司之一，并被评为值得信赖的工作场所，Strongpoint 通过本地客户成功团队为客户提供以准确性、合规性和降低监管风险为核心的服务，这些团队了解其所服务市场的细微差别。Strongpoint Partners 将对服务和创新的执着热情与必要的经验和专业知识相结合，致力于让退休对每个人来说都变得可行。更多信息，请访问：www.strongpointpartners.com。
关于 Finway 集团（TFG）：
Finway 集团是一家全国性的退休计划服务公司，总部位于爱荷华州得梅因，业务覆盖 43 个州，作为集合计划提供商（PPP）、第三方管理员（TPA）和 3(16) 指定受托人，为所有其管理的计划提供服务。Finway 提供全面的单一雇主和集合雇主计划（PEP）退休解决方案，为雇主提供灵活、一站式退休计划选项。拥有约 50 名员工，客户保留率超过 96%，Finway 在高接触、结果导向的退休计划管理方面建立了良好的声誉。TFG 是 Strongpoint Partners 的运营合作伙伴，Strongpoint Partners 是一家由 Shore Capital Partners（SCP）支持的领先技术驱动的金融服务业退休平台。
职位概述：
Finway 集团，作为 Strongpoint 的合作伙伴，正在寻找一名退休计划顾问，负责管理合格退休计划的所有 ERISA 合规事项，主要专注于 Form 5500 申报、年度测试和监管报告。该职位确保符合劳工部（DOL）和美国国税局（IRS）的要求，并为客户提供和内部团队提供复杂的计划管理支持。
请注意：这是一个完全远程的职位，可以在美国任何地方工作。我们致力于支持灵活的工作环境，欢迎来自美国所有时区的候选人。
主要职责：
- 准备、审核并提交年度 Form 5500 报表及所有相关附表。
- 进行年度非歧视性测试（ADP/ACP、过度集中、覆盖率等）。
- 解释并应用 ERISA、IRS 和 DOL 的法规到退休计划中。
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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. 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 The Finway Group, (TFG):
The Finway Group is a national retirement plan services firm based in Des Moines, Iowa, with a presence across 43 states, serving as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary for all plans it administers. Finway offers a comprehensive suite of single-employer and Pooled Employer Plan (PEP) retirement solutions, providing employers flexible, turnkey retirement plan options. With approximately 50 team members and a 96%+ client retention rate, Finway has built a reputation for high-touch, results-driven retirement plan management. TFG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
The Finway Group, a Strongpoint partner, is seeking a Retirement Plan Consultant is responsible for managing all aspects of ERISA compliance for qualified retirement plans, with a primary focus on Form 5500 filings, annual testing, and regulatory reporting. This role ensures compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) requirements and supports clients and internal teams with complex plan administration needs.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.
Key Responsibilities:
- Prepare, review, and file annual Form 5500 returns and all related schedules.
- Conduct annual nondiscrimination testing (ADP/ACP, top-heavy, coverage, etc.).
- Interpret and apply ERISA, IRS, and DOL regulations to retirement plans.
- Coordinate with plan sponsors, auditors, and consultants to resolve compliance issues.
- Consult on plan designs.
- Maintain accurate records of filings and compliance testing results.
- Stay current with regulatory updates and communicate changes to the team.
- Other duties as assigned.
Minimum Requirements:
- 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and Form 5500 preparation required.
- Experience with FT William software in both compliance and 5500 modules required.
- 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
- Proficient in all Microsoft Office applications such as: Word and Excel
- Strong attention to detail, file compliance, and accuracy
- ASPPA or CEBS designation (QKA, QPA, or CPC) strongly desirable
Pay Transparency Statement:
The anticipated pay range for this position is $60,000-$65,000 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 – 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.
**Specific benefits and programs may vary by partner and position.