Strongpoint Partners · 2 weeks ago
Manager, Retirement Plan Administration, (RPCG)
United States
Full-time
Remote
Senior Level
5+ years expStrongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Retirement Administrator Manager will lead a team of plan consultants, manage day-to-day client communications, and drive service excellence across the organization.
Financial ServicesHuman ResourcesProfessional ServicesRetirement
Responsibilities
Lead, mentor, and manage a team of Retirement Plan Administrators, supporting their development and ensuring high performance
Serve as a resource and escalation point for your team, offering guidance on complex client matters
Identify opportunities for process improvement and contribute to the firm's operational and strategic growth
Stay informed on industry trends, regulatory updates, and best practices to guide both clients and team members
Provide timely, superior customer service, including problem solving and issue resolution for a caseload of retirement plan clients
Maintain client relationships with a high client retention rate
Responsible for all aspects of valuation reports, participant statements, and annual testing
Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
Provide effective verbal and written communications in a clear, concise, and informative manner
Assist Plan Documents Team with plan design and document questions, including understanding IRS and DOL regulations
Assist clients in meeting all IRS and DOL deadlines necessary for qualified retirement plan
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Assist Operations Team with payroll processing and compliance questions
Review participant distribution and loan requests and assist Distribution and Loan Team with all compliance related questions for distributions and loans
Review, prepare, and help ensure timely filing of Form 5500's for each client
Assist auditors if a plan is subject to annual audit
Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
Other duties as assigned
Qualification
Required
Between 5 - 10 years of 401(k) retirement plan administration experience
Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
Excellent verbal, written, analytical, organizational skills and keen attention to detail
Excellent customer service skills
Strong math and/or accounting skills
Strong initiative, integrity, self-motivation, and results orientation
Strong analytical and problem solving skills
Strong MS Office experience, especially Excel and Word
Preferred
Prior experience in a leadership position
ASPPA and/or NIPA credentials
Experience with ASC software strongly 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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