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 Administrator
Pension Financial Services (PFS), a Strongpoint Partner, is seeking a skilled Pension Administrator who will take full ownership of a caseload of 65–75 retirement 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.
**REMOTE**
What you'll do:
- Administer full-cycle (A-Z) plan operations for 65–75 401(k) and cross-tested retirement plans
- Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)
- Coordinate year-end valuations and interpret plan documents
- Process participant transactions such as loans, hardships, and distributions
- Prepare and file IRS/government forms including 5500, 8955, and 5330
- 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
Who you are:
- 3+ years of experience in 401(k) plan administration
- Deep understanding of regulatory compliance and testing standards
- Proficient in ASC plan compliance software (preferred)
- Skilled communicator with strong organizational and project management abilities
- Detail-oriented with solid math/accounting skills
- Able to thrive in a fast-paced, remote work environment
- ASPPA credentials (or in progress) strongly preferred
- Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.)
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
