Note: The job is a remote job and is open to candidates in USA. Strongpoint Partners is seeking a Retirement Plan Administrator to own administration of a caseload of approximately 65–75 retirement plans. The role administers 401(k) and cross-tested plans, performs compliance testing, and supports client relationships and service.
Responsibilities
- Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases
- Serve as a guide to other plan administrators in supporting client requirements
- 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
Skills
- Skilled Retirement Plan Administrator
- Confident in administering 401(k) and cross-tested plans from start to finish
- Have a strong command of compliance testing
- Possess a detail-oriented, client-focused approach
- Bachelors degree from an accredited college or university or equivalent
- 3-5+ years of A-Z retirement plan administration experience with defined contribution plans
- 3-5+ 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
- QKA and/or QPA, (or similar industry certification), preferred
- Experience with DB/CB plans and/or Combo plans, preferred
Benefits
- Fully remote position, available from anywhere within the United States.
- Flexible PTO: paid time off, including flexible and unlimited options.
- Inclusive environment: a culture that values diversity, collaboration, and respect.
- Support for ongoing learning and career development.
- Health, dental, vision, life, and disability coverage.
- Incentive bonus programs.
- Flexible hours.
- Specific benefits and programs may vary by partner and position.
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