Strongpoint Partners provides third-party administration of retirement plans and outsourced HR and payroll solutions to small and medium-sized businesses. Strongpoint offers an integrated software platform for retirement planning and payroll and is pursuing a growth strategy that includes add-on acquisitions and organic growth initiatives. Our culture is defined by teamwork, integrity, innovation, a growth mindset, and a passion for providing great service to our clients. With brands such as HowardSimon, Jocelyn, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, and Pollard & Associates, we are building a winning team with a family spirit, and helping to secure our customers' financial futures, from hire through retire.
The ideal candidate has a diverse knowledge of plan design, compliance, and client relations. They perform leadership duties and efficiency improvements. This position will lead and perform all levels of testing, complete plan documents and provide guidance to team members and clients.
This is a remote opportunity that may support any of our businesses at Strongpoint Partners**
What you'll do:
Independently handle a caseload of 401k and cross-tested plans of A-Z administration (contributing calculations, compliance testing, plan documents, plan design, etc)
Perform plan ADP/ACP compliance testing accurately and timely
Provide superior client service and communication to caseload of ~65-75 plans
Maintain industry knowledge and share information with team members
Utilize administration systems and other technologies to maximize efficiencies
Review and recommend plan design changes to clients
Coordinate year-end valuation
Read and interpret plan documents
Importing census and participant account data
Asset Reconciliation/Trust Accounting
Year-end valuation
Forms 5500, 8955, 5330
Loan, hardship, and distribution review
Who you are:
QKA or similar industry certification
Business degree from an accredited college or university or equivalent
4-7 years of retirement plan experience
4-7 years of client services experience
Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
Must be organized and detail-oriented
Exceptional approach to client service focusing on communications, timely solutions, and client needs
Team player, collaborative, able to work with and through others
Strong verbal and written communication skills
Ability to work well under pressure with multiple priorities and deadlines
Excellent analytical and problem-solving skills
Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team
Our Value-Driven Employee Experience:
Flexible Workplace
Competitive PTO
Inclusive Environment
Development Opportunities
Comprehensive Benefits
Workplace Perks
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Technology, Information and Internet
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