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 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
