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Defined Benefit/Defined Contribution Administrator

Los Angeles, CA

Who we are:

Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, Karel-Gordon & Associates, Cash Balance Actuaries, and Pension Consultants Inc, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. 

Strongpoint Partners, is looking for a new team member to join us as an experienced Retirement Combo Plan Administrator. We are seeking candidates that have a great sense of integrity and a passion for what they do. Our employees are team players, well organized, and able to multi-task and work well under pressure. As a full-time Administrator, you will have opportunities to work closely with in-house actuaries, maintain client relationships and be part of a creative plan benefits team.

What you'll do:

  • Ability to perform A-Z administration and to independently manage a caseload of approximately 95 small combo plans
  • Understand and interpret elemnts of DB/Cash Balance Plan actuarial valuation & be bale to communicate issues to in-house actuaries and clients
  • Prepare Annual Valuation packages for all assigned plans, including the following: Annual Valuation Report, Annual Funding Notices, Letters for the Valuation package, Actuarial Certifications, IRS Form 5500 and related schedules, Additional IRS forms (ie. 5330, 8955-SSA, etc.) and schedules
  • PBGC Comprehensive Premium Filings
  • Plan design for existing and potential new clients
  • Perform, review, and correct annual non-discrimination testing for stand-alone DB/Cash Balance Plans and combination DB/DC plans. This includes but is not limited to: 410(b), 401(a)(4), 401(a)(26), and gateway testing
  • Review all reports, tax forms, notifications, disclosures, legal documents, etc. that are sent to the client or a government agency
  • Calculate projections and contribution requirements
  • Prepare distribution calculations and review distribution forms prepared for terminated employees
  • Research technical and regulatory issues related to client’s plans
  • Maintain a positive and proactive relationship with clients and contacts, including plan upkeep and advising clients on technical and regulatory requirements
  • Continue education through webcasts and ASPPA exams

Who you are:

  • Minimum of 5 years experience in administration of qualified combo plans
  • Bachelor’s Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics or other related fields
  • Experience with Relius and FT Williams benefits software is preferred
  • Highly organized and extremely detail-oriented
  • Ability to work well with others and be a team player in a fast-paced environment
  • Ability to prioritize and multi-task
  • Passion for client service
  • Ability to work independently in a remote work environment

Preferred Qualifications:

  • ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials

Our Value-Driven Employee Experience:

  • Flexible Workplace
  • Competitive PTO
  • Inclusive Environment
  • Development Opportunities
  • Comprehensive Benefits
  • Workplace Perks

 

 

 

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