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Retirement Plan Implementation Specialist, (HSR)

Remote, (Chicago, IL)

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 HowardSimon Retirement:

Based in Chicago, Illinois, HowardSimon Retirement is a large independent TPA with recordkeeping and advisory capabilities that offers integrated retirement, payroll, and HR solutions through a tech-enhanced service delivery model. HowardSimon is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

The Retirement Plan Implementation Specialist plays a key role in managing the onboarding and offboarding of retirement plan clients while overseeing daily operations related to investment change requests and enrollment materials. This position ensures seamless transitions, high-quality service delivery, and compliance with regulatory standards. The Implementation Specialist will coordinate cross-functional activities and contribute to process improvements in a fast-paced Third Party Administrator (TPA) environment.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary location of our headquarters, preference will be give to those in the Chicago area and able to work on a hybrid schedule.

Key Responsibilities:

  • Client Onboarding
    • Lead and oversee the onboarding process for new retirement plan clients, ensuring all setup documentation, plan specs, and data transfers are accurate and completed on schedule.
    • Coordinate all aspects of investment provider changes, including timeline management, stakeholder communication, and accurate data handling to ensure a smooth and compliant transition process.
    • Coordinate with sales, compliance, and recordkeeping teams to ensure a smooth implementation process.
    • Develop and continuously improve communication processes to enhance clarity, consistency, and responsiveness across teams and clients.
    • Ensure timely and proactive communication with internal stakeholders and external partners to support project timelines and service delivery standards.
    • Verify and maintain accurate data across all systems, including PensionPro, ensuring consistency, compliance, and data integrity.
    • Serve as the primary escalation point for onboarding issues and ensure timely resolution.
  • Client Offboarding
    • Manage offboarding of terminated plans, ensuring all final reports, plan balances, and compliance requirements are completed accurately.
    • Liaise with custodians, advisors, and plan sponsors to coordinate a seamless transition.
    • Document offboarding procedures and ensure knowledge capture for continuous improvement.
  • Investment Change Processing
    • Oversee the processing of investment change requests (e.g., fund lineup changes, mapping strategies).
    • Ensure all changes are reviewed for compliance, properly communicated to stakeholders, and implemented within deadlines.
    • Collaborate with custodians and recordkeepers to confirm investment changes are reflected correctly.
  • Enrollment Books & Participant Materials
      • Manage the creation and distribution of enrollment books and plan participant materials.
      • Review materials for accuracy, compliance, and customization based on client-specific plan design.
      • Work with internal teams to streamline and digitize materials where appropriate.

Required Qualifications:

  • Bachelor’s degree in Business, Finance, or related field (or equivalent work experience).
  • 5+ years of experience in retirement plan administration, implementation, or operations—preferably in a TPA environment.
  • Strong knowledge of 401(k), 403(b), and other qualified plan types.
  • Exceptional organizational, communication, and problem-solving abilities.
  • Proficient in retirement plan recordkeeping platforms and CRM/project management tools.

Preferred Qualifications:

  • Experience with document providers (e.g., ftwilliam.com, Relius).
  • Familiarity with data integration and file formats (e.g., payroll files, contribution files).

 

Our Value-Driven Employee Experience:

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

 

 

 

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