Retirement Plan Consultant

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.