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Junior Retirement Plan Administrator, (KGA)

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 Karel-Gordon & Associates:

Based in Deerfield, Illinois, Karel-Gordon & Associates (KGA) is an industry leader in combo retirement plan design, consulting, and administration. KGA specialized in custom retirement solutions designed specifically for its client's unique retirement objectives. KGA is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Karel-Gordon & Associates, (KGA), a Strongpoint Partner, is seeking a skilled Junior Retirement Plan Administrator who will take full ownership of a caseload of small defined contributions 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 Central and Eastern time zones.

Key Responsibilities:

  • Administer full-cycle (A-Z) plan operations with the support of a team that works on distributions, annual report and required Forms preparation, vesting updates and initial year end plan data scrubbing.
  • Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
  • Coordinate year-end valuations and interpret plan documents.
  • 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.
  • Other duties as assigned.

Minimum Qualifications:

  • Administer full-cycle (A-Z) plan operations with the support of a team that works on distributions, annual report and required Forms preparation, vesting updates and initial year end plan data scrubbing.
  • Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
  • Coordinate year-end valuations and interpret plan documents.
  • 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.
  • Other duties as assigned.

 

Our Value-Driven Employee Experience:

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

 

 

 

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