Strongpoint Partners · 1 month ago
Sr. Combo Retirement Plan Administrator, (BEI)
Santa Ana, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$95K/yr - $120K/yr
10+ years expStrongpoint Partners is a tech-enabled retirement services platform that serves small- to mid-sized businesses. They are seeking a detail-oriented and client-focused Sr. Combo Retirement Plan Administrator to manage Defined Benefit and Defined Contribution plans, providing technical ERISA guidance and overseeing plan administration and compliance.
Financial ServicesHuman ResourcesProfessional ServicesRetirement
Responsibilities
Deliver exceptional client service with strong problem-solving and critical-thinking skills
Communicate clearly and professionally in both written and verbal formats
Provide ongoing plan design guidance and ensure clients meet IRS and DOL compliance deadlines
Maintain current knowledge of ERISA regulations and legislative changes
Oversee all aspects of annual valuations, participant statements, and compliance testing for approximately 70–100 plans (subject to change)
Perform or review annual nondiscrimination and compliance tests, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, 401(a)(26), and 402(g)
Review and coordinate processing of distributions and loans with asset holders
Prepare or review Form 5500 filings and work with plan sponsors to ensure timely submission
Support external auditors and assist with IRS or DOL audits as needed
Collaborate with Actuaries and Sales Consultants on DB/CB plans and combination plan arrangements, providing necessary data and communicating results to clients
Coordinate conversions for new clients, working with internal and external parties to ensure accuracy
Partner with support staff to facilitate timely and accurate completion of plan administration tasks
Safeguard all confidential client and company information in compliance with data-security standards
Lead project teams and provide training or technical support to junior staff and peers
Perform other duties as assigned
Qualification
Required
10+ years of ERISA experience in the retirement industry
Strong financial analysis skills
Proficiency in Word, Excel, and Outlook
Excellent written and verbal communication skills
Strong analytical, organizational, and problem-solving abilities with high attention to detail
Ability to prioritize and manage multiple deadlines while supporting ERISA compliance requirements
Ability to plan, delegate, and oversee work performed by support staff
Preferred
Bachelor's degree preferred
Experience with ASC, FTWilliam, and PensionPro preferred
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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