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.
Pension Consultants, Inc. (PCI) is a retirement plan consulting firm dedicated to helping organizations lead their employees to retirement readiness. PCI offers a comprehensive, performance-based approach to retirement plan management. Their services focus on three key drivers of retirement success: investment lineup management, plan administration oversight, and participant education. With a commitment to transparency and measurable outcomes, PCI empowers plan sponsors to make confident, informed decisions that improve retirement results for their teams.
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What you’ll do:
Manage full-cycle administration of a caseload of defined contribution retirement plans
Perform census and asset reconciliation
Handle contribution allocations and all levels of non-discrimination testing (ADP/ACP, 410(b), 415, 401(a)(4), Top Heavy, etc.)
Prepare annual valuation reports, Form 5500 filings, and Summary Annual Reports
Process distributions and participant-related transactions
Maintain client data, manage communication, and provide excellent client service
Read and interpret plan documents and amendments
Identify and recommend plan design changes to maintain compliance
Collaborate with internal teams on plan conversions and onboarding
Use Relius Administration software and Microsoft Excel to manage workflows efficiently
Who you are:
3+ years of experience in retirement plan administration (TPA environment preferred)
Strong knowledge of ERISA regulations and DC plan compliance
Proficient in Microsoft Excel; familiar with other Office 365 tools
Experienced with Relius Administration software (preferred)
Solid written and verbal communication skills
Organized and able to prioritize tasks and manage deadlines
Comfortable working independently and as part of a team
ASPPA or NIPA credentials (or progress toward) preferred
Experience with plan conversions, peer review, or plan design is a plus
Pay Transparency Statement:
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. The estimated salary range for this role is $65,000–$85,000, including base pay, plus a comprehensive benefits package.
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
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What We Do
Strongpoint Partners is a fast-growing, tech-enabled financial services platform that provides third-party retirement administration (“TPA”), recordkeeping, and integrated payroll and HR technology solutions for small-and-medium businesses. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk, all delivered by local customer success teams that understand the nuances of the markets they serve. Made up of a coast-to-coast network of leading retirement strategy and administration firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), and Retirement Planners and Administrators (“RPA”), 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
