Defined Contribution Reviewer, (KGA)
The Defined Contribution Reviewer at Karel-Gordon & Associates (KGA), a Strongpoint Partner, is a senior-level position focused on ensuring the accuracy and compliance of defined contribution retirement plans. KGA, based in Deerfield, Illinois, specializes in customized retirement solutions with nearly 50 years of industry experience. As part of Strongpoint Partners, KGA combines specialized expertise with the resources of a growing national retirement services organization.
In this role, the reviewer will be responsible for assessing plan valuations, administration projects, and calculations to ensure compliance with regulations. This includes reviewing annual nondiscrimination and compliance testing, such as ADP/ACP, top-heavy, 402(g), 415, 410(b), and 401(a)(4) testing, as well as cross-tested and combination plan designs. The reviewer will also prepare and review retirement plan documents, manage a small portfolio of clients, and collaborate with plan administrators, actuaries, and other team members to resolve technical issues.
Candidates should have a minimum of 8 years of experience in the retirement plan industry, preferably within a Third-Party Administration (TPA) environment. A strong working knowledge of 401(k) and profit-sharing plans, along with an advanced understanding of ERISA regulations and applicable IRS and DOL requirements, is essential. Experience with compliance testing, regulatory filings, and reviewing retirement plan documents is also required. Proficiency in Microsoft Excel, Word, and Outlook is necessary, and familiarity with Datair retirement plan administration software is preferred.
The anticipated base salary range for this position is $80,000–$95,000 annually, depending on experience and qualifications. Benefits include flexible workplace options, competitive paid time off, an inclusive environment, ongoing learning and career development support, and comprehensive health, dental, vision, life, and disability coverage. Additional perks include incentive bonus programs and flexible hours.
KGA values integrity, flexibility, teamwork, and professional growth. The company offers a collaborative environment where employees can develop their skills and contribute to delivering high-quality retirement plan solutions. Joining KGA provides an opportunity to be part of a team that combines specialized expertise with the support of a national organization, making retirement work for everyone.