Strongpoint Partners ยท 9 hours ago
Retirement Plan Administrator
Maximize your interview chances
Financial ServicesHuman Resources
Insider Connection @Strongpoint Partners
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Independently handle a caseload of 401k and cross-tested plans of A-Z administration
Perform plan ADP/ACP compliance testing accurately and timely
Provide superior client service and communication to caseload of ~ 65-75 plans
Maintain industry knowledge and share information with team members
Utilize administration systems and other technologies to maximize efficiencies
Review and recommend plan design changes to clients
Coordinate year-end valuation
Read and interpret plan documents
Importing census and participant account data
Asset Reconciliation/Trust Accounting
Year-end valuation
Forms 5500, 8955, 5330
Loan, hardship, and distribution review
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Between 4 -8 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
Ability to organize, set priorities and meet deadlines
Strong MS Office experience, especially Excel and Word
Preferred
ASPPA and/or NIPA credentials preferred
Experience with Relius software strongly preferred
Benefits
Flexible Workplace
Competitive PTO
Inclusive Environment
Development Opportunities
Comprehensive Benefits
Workplace Perks
Company
Strongpoint Partners
Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services.
Funding
Current Stage
Growth StageRecent News
2023-05-03
Company data provided by crunchbase