.jpg?1717453042)
Retirement Plan Administrator
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.
RPCG, a Strongpoint Partner, is seeking a mid-level Retirement Plan Administrator. The Retirement Plan Administrator has strong knowledge of plan design, compliance, and client relations. This position will report to a Sr. Plan Administrator and will perform all levels of administration and work closely with manager on testing. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.
What you'll do:
- Manage and perform A-Z administration for a caseload of small to midsize plans (census completion, recordkeeping important, reconciliation, compliance testing, client service, etc)
- Maintain industry knowledge and share information with client and team members
- Keep up to date with changing 401(k) legislative requirements
- Provide superior client service, responsiveness and communication
- Utilize administration systems ASC and other technologies to maximize efficiencies
- Read and interpret legal plan documents and amendments
- Discuss plan design changes and options with clients
- Review and import census data and reconcile participant account data, including “receivable” contributions
- Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
- Own stewardship of all assigned business relationships
- Maintain team approach by assisting in areas of appropriate for this position
Who you are
- 3 years of retirement plan experience
- Business degree from an accredited college or university or equivalent
- 3+ years of client services experience
- Experience with retirement administration systems - ASC preferred
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
- Must be organized and detail-oriented
- Exceptional approach to client service focusing on communications, timely solutions, and client needs
- Team player, collaborative, able to work with and through others
- Strong verbal and written communication skills
- Ability to work well under pressure with multiple priorities and deadlines
- Excellent analytical and problem-solving skills
- Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
Apply for this job
*
indicates a required field