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 ("HSR"), 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"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). 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 SMS Retirement:
A TPA firm based in Cincinnati, Ohio, SMS Retirement is committed to delivering customized retirement plan solutions for employers, professional firms, and small business owners nationwide with best-in-class service. SMS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
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
Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
- Deliver strategic recommendations on plan design and compliance
Prepare annual valuations
Complete and file Form 5500s
Calculate employer contributions
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 any 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.
The anticipated salary range for this position is $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.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
**Specific benefits and programs may vary by partner and position.
Top Skills
What We Do
Strongpoint Partners is a fast-growing, tech-enabled financial services platform that provides third-party retirement administration (“TPA”), recordkeeping, and integrated payroll and HR technology solutions for small-and-medium businesses. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk, all delivered by local customer success teams that understand the nuances of the markets they serve. Made up of a coast-to-coast network of leading retirement strategy and administration firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), and Retirement Planners and Administrators (“RPA”), 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
