Who we are:
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 successful candidate will be adept at conducting client and vendor communications, overseeing takeover plan timelines, and ensuring accurate reconciliation of plan data.
Proficiency in Plan Administration and a strong ability to create and implement new business processes are essential. Strong organizational skills, multitasking abilities, and excellent written and verbal communication capabilities are required.
**This is a hybrid opportunity in our Atlanta, GA office supporting our partner, Pension Financial Services (PFS).**
What you'll do:
- Manage end-to-end onboarding process for start-up and conversion retirement plans, ensuring seamless transitions and compliance with regulatory requirements.
- Participate in calls with client, advisor, and prior vendor recordkeeper to establish the takeover plan timeline, receipt of plan data, and required plan disclosures.
- Collect and review the necessary takeover documents and coordinate the welcome and plan design call with the new client, advisor and PFS representative.
- Generate 401(k) plan documents, ensuring accuracy and compliance with regulatory standards, for review by your manager. Once approved for delivery, wrap and deliver the legal plan document via DocuSign.
- Generate TPA service agreement, for review by your manager, when approved deliver the service agreement via DocuSign.
- Building the new client and plan in our database, launch associated onboarding jobs, upload executed documents into document imaging, ensuring data accuracy and integrity.
- Utilize software to track new business activities, maintaining accurate and up-to-date records for business development efforts.
- Assist with preparation of proposals for business development efforts.
- Prepare TPA forms required by the recordkeeper to establish new or transferring plans or to update the plan specifications and billing for existing plans (TPA swap).
Who you are:
- 5 - 10 years 401(k) experience
- NIPA or ASPPA designation preferable
- Bachelor’s degree in Business (or related field)
- Experience with all phases of the onboarding processes for defined contribution retirement plans
- Proficiency in Microsoft Office 365, Teams, Word and Excel (for data analysis and reporting
- Ability to interpret basic plan documents, plan adoption agreements and amendments
- Excellent verbal, written, analytical, and organizational skills and a keen attention to detail
- Excellent customer service skills
- Strong initiative, integrity, self-motivation, and results orientation
Bonus if you have:
- Experience with all phases of the onboarding processes for cash balance and defined benefit retirement plans
- Experience with FIS Relius Document Software
- Experience with PensionPro
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
