Strongpoint Partners · 15 hours ago
Retirement Plan Administrator, (AUI)
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. They are seeking skilled Retirement Plan Administrators to manage a caseload of Defined Contribution retirement plans, focusing on compliance and client service.
Financial ServicesHuman ResourcesProfessional ServicesRetirement
Responsibilities
Administer full-cycle (A-Z) plan operations for 65–75 401(k) and cross-tested retirement plans
Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)
Coordinate year-end valuations and interpret plan documents
Process participant transactions such as loans, hardships, and distributions
Prepare and file IRS/government forms including 5500, 8955, and 5330
Reconcile plan assets and complete trust accounting tasks
Import and manage census and participant data
Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction
Communicate with clients on plan administration issues with clarity and professionalism
Leverage internal systems and technology to streamline processes and improve accuracy
Other duties as assigned
Qualification
Required
Bachelor's degree in Business, Finance, Mathematics, or similarly related field
3-5+ years of experience in retirement plan administration, preferably in a TPA environment
Deep understanding of regulatory compliance and testing standards
Knowledge of ERISA regulations
Skilled communicator with strong organizational and project management abilities
Detail-oriented with solid math/accounting skills
Able to thrive in a fast-paced, remote work environment
Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.)
Preferred
Proficient in Relius Administration software
ASPPA credentials (or in progress) 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.
Funding
Current Stage
Growth StageRecent News
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