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 ("HSR"), 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"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). 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.
Sr. Defined Contribution Administrator Position
Position Purpose: Responsible for administering a block of DC Plan business while assisting others with compliance and training.
Essential Duties and Responsibilities:
•Administer a block of Defined Contribution Plans (80-120)
•Responsible for the output of data within the annual valuation reports for each client
•Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
•Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing
•Provide superior customer service to client and referral partner
•Solve problems with attention to detail within standardized response times
•Provides effective and timely verbal and written communications in a clear, concise and informative written manner via email or phone/voice mail messages.
•Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
•Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study, company-sponsored training sessions or Industry accreditation programs, i.e. ASPPA or NIPA
•Reviews distributions with L&D team
•Reviews loans with L&D team
•Assists auditors for “Large Plans” if a plan is subject to an audit
•Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
•Coordinate with all applicable parties, both internal and external, to ensure proper communication with client and referral partners.
•Responsible for protecting, securing, and proper handling of all confidential data held by BEI to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to BEI or our clients.
•Provide training for Junior Administrators as needed
•Serves as technical resource for other Administrators, Consultants and Assistants
Minimum Requirements:
•Bachelor’s degree preferred
•5+ years ERISA experience in the retirement industry
•Experience in ASC, FT William, PensionPro software desirable, but not required
•Strong Word, Excel, and Outlook skills
•Strong written and oral communication skills
•Strong analytical and problem-solving skills
•Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
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.
Top Skills
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
