Strongpoint Partners · 2 months ago
Combo Retirement Plan Administrator, (KGA)
United States
Full-time
Remote
Mid Level
$70K/yr - $95K/yr
3+ years expStrongpoint Partners is a tech-enabled retirement services platform that serves small to mid-sized businesses. They are seeking an experienced Retirement Combo Plan Administrator to manage the full-cycle administration of DB/DC combo retirement plans, maintain client relationships, and work collaboratively in a growth-oriented environment.
Financial ServicesHuman ResourcesProfessional ServicesRetirement
Responsibilities
Independently manage full-cycle administration for approximately a book of small DB/DC combo plans
Interpret and communicate actuarial valuation results and issues with actuaries and clients
Prepare annual valuation packages, including valuation reports, funding notices, certifications, IRS Forms 5500, 5330, 8955-SSA, and PBGC premium filings
Conduct and review annual nondiscrimination testing for DB, Cash Balance, and combo plans (e.g., 410(b), 401(a)(4), 401(a)(26), gateway testing)
Design and update plan provisions for existing and prospective clients
Calculate projections, contributions, and participant distributions; review related forms and documentation
Review and ensure accuracy of all reports, disclosures, filings, and communications sent to clients or government agencies
Research and resolve technical or regulatory issues
Maintain proactive, client-focused communication and provide guidance on compliance requirements
Participate in continuing education (e.g., webcasts, ASPPA exams)
Other duties as assigned
Qualification
Required
3-5 years of DB and DC retirement plan administration experience, preferably in a TPA environment
Proven ability to accurately and efficiently perform valuation and trust accounting/asset reconciliation work
Strong knowledge of IRS and DOL regulations, requirements, and filings
Ability to analyze plan documents and recommend plan design or compliance updates
Strong organizational skills with the ability to work independently and manage multiple priorities
Proficiency in Microsoft Excel, Word, and Outlook
Excellent written and verbal communication skills
Ability to maintain confidentiality and demonstrate professionalism at all times
Preferred
Working knowledge of the Datair system
Benefits
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.
Company
Strongpoint Partners
Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Danny Hest
Chief Executive Officer
Recent News
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