Note: The job is a remote job and is open to candidates in USA. Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. They are seeking client-service focused Retirement Plan Administrators responsible for supporting the administration of qualified retirement plans, including plan design, compliance testing, client service, and ongoing plan consulting.
Responsibilities
- Perform or assist with all aspects of retirement plan administration, including plan design review, compliance testing, annual reporting, distributions, loans, and client service activities
- Manage or support a caseload of retirement plans, with complexity and independence based on experience level
- Serve as a primary or secondary point of contact for clients, advisors, and other business partners
- Prepare, review, and communicate compliance testing results and required corrective actions
- Research and resolve plan administration and compliance issues
- Collaborate with team members to ensure timely and accurate completion of client deliverables
- Participate in client meetings and consultations regarding plan operations, design, and compliance matters
- Assist with process improvement initiatives and departmental projects
- Utilize internal systems and technology to efficiently manage plan administration responsibilities
- Attend team meetings, trainings, and professional development opportunities
- Maintain a collaborative team approach by providing support where needed
- Own stewardship of assigned client relationships and deliver exceptional service
- Other duties as assigned
Skills
- Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Human Resources, or a related field, or equivalent combination of education and experience
- Strong analytical, organizational, and problem-solving skills
- Excellent verbal and written communication skills
- Ability to manage multiple priorities and deadlines in a fast-paced environment
- Proficiency with Microsoft Office, particularly Excel
- Strong attention to detail and commitment to accuracy
- Demonstrated customer service orientation and professionalism
- Ability to work independently and collaboratively within a team environment
- Previous experience in retirement plan administration, employee benefits, financial services, accounting, payroll, human resources, or a related field
- Experience administering defined contribution retirement plans
- QKA, QKC, APA, ERPA, or other relevant industry certifications, or willingness to pursue certification
- Experience with ASC, FT Williams, PensionPro, CRM systems, or other retirement administration software
- Demonstrated ability to manage client relationships and provide consultative support
- Experience mentoring team members, leading projects, or contributing to process improvements
- Advanced knowledge of retirement plan compliance, testing, and plan design
- Ability to act with integrity, anticipate client needs, continuously improve service delivery, and contribute positively to team success
Benefits
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible 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.
Company Overview