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Sr. Retirement Administrator Manager, (JPC)

Remote / Boulder, CO / Bay Area, CA

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 Jocelyn Pension Consulting, (JPC):

Based in Boulder, Colorado, and Rafael, California, Jocelyn Pension Consulting (JPC) is an independent consulting firm that provides professional advice and local support to create customized 401(k) plan solutions for small- to medium-sized growing businesses. JPC is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Jocelyn Pension Consulting, a Strongpoint Partner, is seeking a highly motivated and ambitious Senior Retirement Administrator Manager to join and help manage our growing team. This individual will not only provide full-service consulting to a designated segment of Plan Sponsor clients - managing day-to-day communication, workflow, and project deadlines - but will also lead and manage a team of six plan consultants.

In this leadership role, you will support team development, drive accountability, and ensure a high standard of service across the group. You'll collaborate closely with our Operations, Participant/Client Support, and Plan Documents teams to deliver seamless and effective service to our clients. This is an exciting opportunity for a driven professional who is passionate about client service, team leadership, and growing with a dynamic, fast-paced financial services firm. The ideal candidate will bring strong project management skills, comfort with technology, and the adaptability & creativity to thrive in an entrepreneurial environment.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, preference will be given to those in the Boulder, CO and San Francisco Bay areas who are able to work a hybrid schedule.

Key Responsibilities:

  • Lead, mentor, and manage a team of six plan consultants, supporting their development and ensuring high performance.
  • Serve as a resource and escalation point for your team, offering guidance on complex client matters.
  • Identify opportunities for process improvement and contribute to the firm's operational and strategic growth.
  • Stay informed on industry trends, regulatory updates, and best practices to guide both clients and team members.
  • Provide timely, superior customer service, including problem solving and issue resolution for a caseload of retirement plan clients.
  • Maintain client relationships with a high client retention rate.
  • Responsible for all aspects of valuation reports, participant statements, and annual testing.
  • Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g).
  • Provide effective verbal and written communications in a clear, concise, and informative manner.
  • Assist Plan Documents Team with plan design and document questions, including understanding IRS and DOL regulations.
  • Assist clients in meeting all IRS and DOL deadlines necessary for qualified retirement plan.
  • Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions.
  • Assist Operations Team with payroll processing and compliance questions.
  • Review participant distribution and loan requests and assist Distribution and Loan Team with all compliance related questions for distributions and loans.
  • Review, prepare, and help ensure timely filing of Form 5500’s for each client.
  • Assist auditors if a plan is subject to annual audit.
  • Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit.
  • Other duties as assigned.

Qualifications:

  • Between 5 - 10 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.
  • ASPPA and/or NIPA credentials preferred.
  • Experience with Relius software strongly preferred.
  • 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.
  • Strong analytical and problem solving skills.
  • Strong MS Office experience, especially Excel and Word.

 

Our Value-Driven Employee Experience:

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

 

 

 

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