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Retirement Plan Administrator, (PFS)

Remote

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that 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 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), and CRP – California Retirement Plans (“CRP”), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.  

About Pension Financial Services, (PFS):

Based in Duluth, Georgia, Pension Financial Services (PFS) is a pension specialist founded by the principle that "interest today creates tomorrow." PFS provides the highest caliber actuarial and retirement planning services to over 800 clients across the Southeast.

Position Summary:

Pension Financial Services (PFS), a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of 65–75 retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service. 

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our client teams, preference will be given to those in the Eastern and Central time zones, (specifically those in the Atlanta area).

Key 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 

Qualifications:

  • 2+ years of experience in 401(k) plan administration.
  • Deep understanding of regulatory compliance and testing standards.
  • Proficient in ASC and/or PensionPro plan compliance software, (preferred).
  • 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.
  • ASPPA credentials (or in progress) strongly preferred.
  • Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.) 

 

Our Value-Driven Employee Experience:

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

 

 

 

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