Retirement Plan Consultant, (JPC)

About Jocelyn Pension Consulting, (JPC):

Based in Boulder, Colorado, and Rafael, California, Jocelyn Pension Consulting (JPC) is an independent consulting firm that provides professional advice and local support to create a customized 401(k) Plan solutions for small- to medium-sized growing businesses. JPC is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Jocelyn Pension Consulting (JPC) is seeking a detail-oriented and motivated Retirement Plan Consultant to support our growing Consultant Team. This position focuses on core retirement plan administration tasks—including census scrubs, compliance testing, Form 5500 preparation, and day-to-day operational support—while working closely under the guidance of a Senior Consultant.

This role is ideal for someone eager to develop deep technical expertise in qualified plan administration, work in a collaborative environment, and grow within a high-touch, client-focused financial services firm. The Junior Consultant will interface with internal teams (Operations, Plan Documents, Implementation) and contribute to JPC’s mission of delivering accurate, timely, and exceptional service.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our partners and clients, preference will be given to local candidates able to work on a hybrid model.

Key Responsibilities:

• Support a Senior Consultant with all aspects of annual plan administration.
• Perform census scrubs, payroll/data reconciliations, and year-end data reviews.
• Prepare and/or assist with annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 415, and other nondiscrimination testing.
• Assist with preparation and review of valuation reports and participant statements.
• Prepare draft Form 5500 filings and gather supporting documentation.
• Communicate with clients regarding data needs, deadlines, and follow-up items in a professional and timely manner.
• Assist with participant distribution and loan requests by coordinating with the Operations and Participant Support teams.
• Research plan provisions, document requirements, and regulatory questions under the direction of a Senior Consultant.
• Maintain accurate records and workflow updates within internal systems.
• Stay current on ERISA, IRS, and DOL regulations through internal training and self-study.
• Support auditors for plans subject to annual audit by preparing requested documents and schedules.
• Collaborate with internal teams to ensure smooth processing of contributions, payroll updates, and compliance items.
• Other duties as assigned.

Qualifications:

• 3-5 years of experience in 401(k) or retirement plan administration (or relevant financial/analytical experience).
• Basic understanding of retirement plan operations; familiarity with testing concepts is a plus.
• Experience with Relius or other administration systems preferred.
• Strong math, analytical, and problem-solving skills.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Excel and Word.
• Ability to manage multiple tasks, meet deadlines, and follow detailed procedures.
• Self-motivated, proactive, and eager to learn in a fast-paced environment.
• ASPPA/NIPA coursework or desire to pursue credentials strongly preferred.

Pay Transparency Statement:

The anticipated pay range for this position is $70,000-$80,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.