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. RPCG, a Strongpoint Partner, is located in Wethersfield, CT is seeking a skilled and client-service focused Retirement Plan Administrator.
As a full service TPA, in additional to consulting services, our compliance services include preparing and certifying Defined Benefit and Cash Balance Valuations, Plan Audits, Plan testing preparation of 5500’s plan documents services and coordination of distribution processing.The staff of the company includes actuaries, consultants, and pension administrators with experience in all facets of defined contribution and defined benefit plans. The consulting staff is supported by computerized administrative systems, including state‑of‑the‑art pension administration and document systems and systems designed in‑house for special applications.
What you'll do:
- Manage and perform A-Z administration (plan design, compliance testing, client service, etc) of a complex caseload and sensitive client cases
- Initiate and participate in process improvements
- Complete leadership and/or project management courses
- Provide strategic guidance and assist in defining strategic goals
- Efficiently utilize technology to perform the duties of this position
- Attend staff meetings and trainings as requested
- Maintain team approach by assisting in areas appropriate for this position
- Own stewardship of all assigned business relationships
- Perform other duties as assigned
Who you are:
- 2-4+ years of full A-Z retirement plan administration & client service experience
- Experience with ASC for all aspects of administration
- QKA or similar industry certification
- Business degree from an accredited college or university or equivalent
- Exposure to inner workings of cash balance/combo plans
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
- Must be organized, detail-oriented and work independently
- 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
