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Retirement Plan Technical Operations 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 19 leading firms including HowardSimon ("HSI"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), and Allied Consultants, Inc. ("ACI"), 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:

Howard-Simon Retirement, a Strongpoint Partner, is seeking a detail-oriented and experienced Retirement Plan Technical Operations Specialist to manage and support retirement plan operations. The ideal candidate will have four years of systems experience with Relius Administration and/or retirement plan recordkeeping, along with strong skills in Excel, account reconciliations, and process improvements. This role involves troubleshooting system and trading issues, managing client reporting, and ensuring accurate fee processing.

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:

  • Plan Administration & Recordkeeping: 
    • Utilize Relius Administration to manage retirement plan operations efficiently. 
    • Maintain accurate retirement plan records and ensure compliance with regulatory requirements. 
    • Reconcile plan accounts to ensure accurate financial reporting. 
    • Process fees associated with retirement plans. 
    • Implement fund changes as needed and update systems accordingly. 
  • Troubleshooting & Compliance: 
    • Identify and resolve system issues related to plan administration and recordkeeping. 
    • Troubleshoot trading and transaction rejects, working with internal teams and vendors as necessary. 
    • Ensure data accuracy and compliance with regulatory standards. 
    • Manage the annual internal audit process, ensuring all documentation is prepared and reviewed. 
  • Client Reporting & Communication: 
    • Prepare and distribute monthly client/advisor reports detailing plan performance and transactions. 
    • Manage quarterly participant statements, ensuring timely and accurate distribution. 
    • Handle monthly email communications related to plan updates and participant inquiries. 
  • Process Improvement & Special Projects: 
    • Identify and implement process improvements to enhance efficiency and accuracy. 
    • Collaborate with internal teams to optimize workflows and system functionality. 
    • Assist with special projects and initiatives as needed. 

Required Qualifications:

  • 4 years of experience in Relius Administration and retirement plan recordkeeping.
  • Strong proficiency in Microsoft Excel (VLOOKUPs, Pivot Tables, Data Analysis). 
  • Experience with account reconciliations and fee processing. 
  • Ability to troubleshoot system and trading issues effectively. 
  • Detail-oriented with strong analytical and problem-solving skills. 
  • Excellent communication and organizational skills. 
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment. 

Preferred Qualifications:

  • Experience working with financial services or retirement plan providers. 
  • Familiarity with other recordkeeping platforms and reporting tools. 

Pay Transparency Statement:

The anticipated pay range for this position is $75,000-$90,000 annually.

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. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience:

  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment – A culture that values diversity, collaboration, and respect.
  • Growth Opportunities – Support for ongoing learning and career development.
  • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
  • Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.

 

 

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