Defined Contribution Reviewer; KGA)

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:  .

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.

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.

Review defined contribution plan valuations, administration projects, and calculations to ensure accuracy and compliance, including contributions, allocations, vesting, and participant distributions.

Review annual nondiscrimination and compliance testing, including ADP/ACP, top-heavy, 402(g), 415, 410(b), and 401(a)(4) testing, as well as cross-tested and combination plan designs.

Review annual reports, participant disclosures, IRS Forms 5500 and 8955-SSA, regulatory filings, and client communications for accuracy and completeness.

Research and provide technical guidance on complex ERISA, IRS, and Department of Labor (DOL) compliance matters.

Serve as a technical resource for Plan Administrators and other team members, assisting with questions related to plan administration, compliance, and plan design.

Prepare and review retirement plan documents, including amendments, takeover and start-up documents, and plan restatements.

Manage a small portfolio of retirement plan clients,…