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.  

Defined Contribution Reviewer

Karel-Gordon & Associates | A Strongpoint Partner

Based in Deerfield, Illinois, Karel-Gordon & Associates (KGA) is an industry leader in retirement plan design, consulting, and administration, specializing in customized retirement solutions tailored to each client's unique goals. With nearly 50 years of industry experience, KGA has built a reputation for technical expertise, exceptional client service, and long-standing relationships.

As an operating partner of Strongpoint Partners, KGA combines its specialized expertise with the resources and support of a growing national retirement services organization.

Position Summary

Karel-Gordon & Associates is seeking an experienced Defined Contribution Reviewer to join our growing team. This role is ideal for a detail-oriented retirement plan professional with extensive technical knowledge who enjoys solving complex compliance challenges, ensuring accuracy, and supporting the professional development of others.

In this position, you will be responsible for reviewing defined contribution plan administration, valuations, compliance testing, calculations, plan documents, and special projects to ensure accuracy and regulatory compliance. You will work closely with Plan Administrators and in-house actuaries, including on defined contribution plans paired with Defined Benefit and Cash Balance plans in combination arrangements.

In addition to your review responsibilities, you will manage a small portfolio of retirement plan clients and serve as a trusted technical resource to colleagues, providing guidance, research, and training on complex retirement plan administration and compliance matters.

The ideal candidate brings strong analytical skills, exceptional attention to detail, and a collaborative approach to problem-solving. KGA values integrity, flexibility, teamwork, and professional growth, and we are looking for someone who shares our commitment to delivering high-quality retirement plan solutions.