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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. 

  • What you’ll do:

    • Manage full-cycle administration of a caseload of defined contribution retirement plans

    • Perform census and asset reconciliation

    • Handle contribution allocations and all levels of non-discrimination testing (ADP/ACP, 410(b), 415, 401(a)(4), Top Heavy, etc.)

    • Prepare annual valuation reports, Form 5500 filings, and Summary Annual Reports

    • Process distributions and participant-related transactions

    • Maintain client data, manage communication, and provide excellent client service

    • Read and interpret plan documents and amendments

    • Identify and recommend plan design changes to maintain compliance

    • Collaborate with internal teams on plan conversions and onboarding

    • Use Relius Administration software and Microsoft Excel to manage workflows efficiently

    Who you are:

    • 3+ years of experience in retirement plan administration (TPA environment preferred)

    • Strong knowledge of ERISA regulations and DC plan compliance

    • Proficient in Microsoft Excel; familiar with other Office 365 tools

    • Experienced with Relius Administration software (preferred)

    • Solid written and verbal communication skills

    • Organized and able to prioritize tasks and manage deadlines

    • Comfortable working independently and as part of a team

    • ASPPA or NIPA credentials (or progress toward) preferred

    • Experience with plan conversions, peer review, or plan design is a plus

    Pay Transparency Statement:

    At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job-related skills, experience, education, and certifications. The estimated salary range for this role is $65,000–$85,000, including base pay, plus a comprehensive benefits package.

Our Value-Driven Employee Experience:

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

 

 

 

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