--- title: 'Defined Contribution Reviewer, (KGA) at Strongpoint Partners' canonical: 'https://feeny.ai/job/defined-contribution-reviewer-kga-strongpoint-partners-remote-jp433tc6bhn0' type: 'job' last_seen: '2026-10-14' --- # Defined Contribution Reviewer, (KGA) at Strongpoint Partners - **Company:** Strongpoint Partners - **Location:** Remote - **Work type:** remote - **Posted:** 2026-10-09 - **Last confirmed live:** 2026-10-14 - **Apply:** https://job-boards.greenhouse.io/strongpointpartners/jobs/5448824008 ## Job description 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](https://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. ## Key Responsibilities - 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, overseeing administration activities and ensuring timely, accurate service. - Collaborate with Plan Administrators, actuaries, Relationship Managers, New Business teams, and leadership to resolve technical issues and provide guidance and training. - Monitor regulatory and legislative developments and assist with implementing updates to internal procedures and administrative practices. - Support consistency, accuracy, and quality across retirement plan administration processes. - Participate in continuing education and professional development opportunities, including industry webcasts and ASPPA coursework or examinations. - Perform additional duties and special projects as assigned. ## Qualifications - Minimum of 8 years of experience in the retirement plan industry, preferably within a Third-Party Administration (TPA) environment, with significant experience in compliance review, full-cycle plan administration, and/or plan design. - Strong working knowledge of 401(k) and Profit Sharing Plans. - Advanced understanding of ERISA regulations and applicable IRS and DOL requirements, including compliance testing and regulatory filings. - Experience reviewing retirement plan documents and identifying opportunities for plan design improvements or compliance updates. - Working knowledge of Datair retirement plan administration software preferred. - Strong analytical and problem-solving skills with exceptional attention to detail. - Ability to independently research and resolve complex technical issues while collaborating with colleagues when appropriate. - Excellent organizational and time-management skills, with the ability to balance multiple priorities and regulatory deadlines. - Strong interpersonal skills and a collaborative mindset, with a willingness to mentor colleagues and share technical knowledge. - Excellent written and verbal communication skills. - Proficiency in Microsoft Excel, Word, and Outlook. - Demonstrated professionalism, sound judgment, and commitment to maintaining confidentiality. - ASPPA or other relevant industry credentials, such as QPA, QKA, or ERPA, are a plus. ## Compensation The anticipated base salary range for this position is $80,000–$95,000 annually, depending on experience, qualifications, and relevant industry expertise. Our Value-Driven Employee Experience: - Flexible Workplace – Hybrid and remote options available for many roles. - Flexible 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. ## About Strongpoint Partners ## Company Overview - **One-liner**: Strongpoint Partners provides a tech-enabled retirement, payroll, and HR platform for small- to medium-sized businesses, combining local service with national infrastructure. - **Entity Type**: Private (fastest-growing private company on Inc. 5000) - **Headquarters**: Chicago, IL, USA - **Founded**: 2022 (the Strongpoint Partners entity was launched; predecessor firms have over 40 years of history) - **Founders**: Not publicly disclosed (the company describes itself as “built by founders for founders” and is led by a team of industry veterans) ## Core Business - **Primary industry**: Retirement plan third-party administration (TPA), payroll, and HR services - **Target customers**: Small- to medium-sized businesses (SMBs), B2B - **Mission**: “Making retirement work for everyone.” ## Products & Services - **Retirement Plan Administration**: Defined Benefit, Defined Contribution, Cash Balance, and ESOP plan design, administration, fiduciary oversight, and compliance reporting. - **Recordkeeping**: Enterprise-level data validation and customized workflows for retirement plans. - **Payroll (Strongpay)**: Integrated payroll platform that complements TPA services, processing billions in payroll dollars annually. - **HRIS**: Retirement-integrated HR solutions with concierge service and data validation. - **Consulting & Actuarial Services**: Specialty consulting for complex plan structures, including cash balance plans and ESOPs. All offerings are delivered through a tech-enhanced service model with local client success teams. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company) - **Key Metrics**: - Plan Assets Under Administration: **$54B+** - Total Plans Administered: **32,000+** - Retirement Plan Participants Supported: **600,000+** - Employees: **408 U.S.-based** (as of April 2025) - **Notable Investors/Partners**: Not publicly listed (the company grows through acquisitions and partnerships with independent TPA firms) - **Growth Signals**: - Recognized on the Inc. 5000 list of America’s fastest-growing private companies in **2025 and 2026** (two consecutive years) - Rapid expansion via acquisitions: 15+ firms joined between 2022 and 2026 (e.g., Pension Consultants, Actuaries Unlimited, CRP, Benefit Equity, and many more) - Assets under administration grew from $6B (2024) to $54B+ - Headcount more than doubled from ~200 (2024) to 408 (2025) ## Competitive Advantages - **National network, local service**: A partnership of independent TPAs covering 42+ states, offering personalized service with the resources of a national platform. - **Deep expertise**: Average 35+ years of plan design experience among founders; average client tenure of ~9.5 years. - **High customer satisfaction**: Net Promoter Score (NPS) of 81 across the affiliate network. - **Integrated solution**: Combines retirement administration, recordkeeping, payroll, and HR in one platform, reducing compliance risk for clients. - **Scale and compliance**: 100M+ payroll data checks run annually, ensuring accuracy and regulatory compliance. ## Strategic Focus - Continue building the nation’s most trusted, knowledgeable, and customer-centric retirement and payroll platform for SMBs. - Expand the national network through acquisitions and new partner firms. - Deepen integration between retirement, payroll, and HR solutions to deliver a seamless experience. - Maintain a culture of continuous improvement and service leadership. ## Why Work Here - **Great Place to Work Certified** (2025): 92% of employees say it’s a great place to work (vs. 57% at a typical U.S. company); 97% feel welcomed when joining. - **Award**: Ranked **#40 on Fortune Best Workplaces in Financial Services & Insurance™ 2025** (Small and Medium category). - **Culture & Values**: Emphasis on collaboration, integrity, customer obsession, and continuous improvement. Values include “Stronger Together,” “Do Right Things, Do Things Right,” and “Own the Outcome.” - **Benefits**: Flexible Time Off program, robust training and development, and a focus on well-being. - **Work Model**: Not explicitly disclosed; HQ in Chicago with a national remote workforce (likely hybrid/remote options based on distributed team). - **Growth Opportunities**: Rapidly growing company (Inc. 5000) with frequent acquisitions, offering career advancement in retirement, payroll, and HR domains. ## Sources 1. [strongpointpartners.com](https://www.strongpointpartners.com/) 2. [strongpointpartners.com/life-at-strongpoint](https://www.strongpointpartners.com/life-at-strongpoint) 3. [strongpointpartners.com/our-story](https://www.strongpointpartners.com/our-story) 4. [greatplacetowork.com](https://www.greatplacetowork.com/certified-company/7080453) 5. 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