Sr. Retirement Plan Consultant (CQ)

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.

Strongpoint Partners is seeking an experienced Sr. Retirement Plan Consultant to support one of our partner firms, Carlson & Quinn. This individual will play a critical role in ensuring the accuracy, compliance, and integrity of retirement plan documents and participant communications.

Reporting directly to the TPA’s President, this role partners closely with Senior Consultants and Plan Administrators to interpret plan provisions, navigate complex regulatory requirements, and support day-to-day retirement plan operations. The ideal candidate brings deep expertise in ERISA and the Internal Revenue Code, along with strong writing, research, and analytical skills.

This is a highly technical, detail-oriented position suited for someone who enjoys working behind the scenes to ensure plans remain compliant while supporting both internal teams and client needs.

About Carlson & Quinn

Carlson & Quinn is a respected third-party administration firm and a valued partner of Strongpoint Partners. Known for their technical expertise and client-focused approach, the team specializes in delivering high-quality retirement plan administration and consulting services.

As part of the Strongpoint network, Carlson & Quinn combines deep industry knowledge with the resources and collaboration of a national platform, creating an environment where professionals can grow, contribute, and make a meaningful impact.

Key Responsibilities

Plan Document Management

Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 457(b) plans

Prepare plan restatements, amendments, board resolutions, and adoption agreement updates

Maintain and update summary plan descriptions (SPDs) and related addenda

Ensure documents comply with ERISA, IRS qualification requirements, and evolving regulatory guidance

Support plan mergers and terminations, including preparation of required documentation

Prepare administrative committee charters and fiduciary acceptance letters

Support for Senior Consultants & Plan Administrators

Interpret plan documents to ensure accurate operational application

Prepare executive summaries of plan provisions to support client discussions and plan design decisions

Stay current on legislative and regulatory changes impacting retirement plans and advise internal teams accordingly

Research complex technical questions and provide clear, actionable insights

Identify and evaluate operational and document errors; recommend correction methods and prepare required filings (e.g., EPCRS)

Review domestic relations orders for QDRO compliance and administrative feasibility

Draft correspondence summarizing findings, documents, and recommendations

Serve as a subject matter expert on plan language and participant disclosures

Track and manage document-related compliance deadlines to ensure timely completion

Review documents and communications to ensure consistency across all materials

Prepare administrative forms and supporting documentation as needed

Employee & Participant Communications

Draft and review participant-facing materials, including SPDs, SMMs, Plan Highlights, FAQs, and required notices

Ensure all communications meet ERISA disclosure requirements and are clear, accurate, and easy to understand

Advise on timing, delivery, and content of required participant notices (e.g., safe harbor, QDIA, automatic enrollment, blackout notices)

Ensure alignment between plan documents and participant communications

Qualifications

10+ years of experience in retirement plan administration, consulting, or a related field (TPA, recordkeeper, CPA firm, law firm, or financial services organization)

Deep experience drafting and reviewing retirement plan documents, including pre-approved and individually designed plans

Strong knowledge of ERISA, the Internal Revenue Code, Treasury regulations, IRS guidance, and DOL requirements

Excellent writing, editing, and communication skills

Highly detail-oriented with strong analytical and organizational abilities

Proven research skills with the ability to interpret and apply complex regulations

Ability to work independently, identify key issues, and drive solutions with minimal direction

Strong project management skills with the ability to manage multiple priorities

Familiarity with document automation tools is a plus

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.

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