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 a Senior Retirement Plan Administrator to oversee client caseloads, manage compliance testing, and provide guidance on plan design and contribution structure.

Responsibilities

• Independently manage a caseload of 75+ 401(k) and cross-tested plans of A-Z administration (exclusive of loan & distribution processing & plan documents/amendments)
• Maintain industry knowledge and share information with client and team members
• Keep up to date with changing 401(k) legislative requirements
• Provide superior client service, responsiveness and communication
• Utilize administration systems (FT William) and other technologies to maximize efficiencies
• Read and interpret legal plan documents and amendments
• Discuss plan design changes and options with clients
• Review and import census data and reconcile participant account data, including "receivable" contributions
• Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Coordinate year-end valuation and government reporting, including asset reconciliation/Trust Accounting for plans maintained on recordkeeping platforms

Skills

• 10+ years of retirement plan experience
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements
• Ability to perform accrual-based trust accounting for Form 5500 purposes
• Proficiency in MS Office, including Word, Excel, Outlook
• Ability to utilize and keep current CRM software
• Organized individual able to set priorities, meet deadlines, and be 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 internally and externally
• Ability to work well under pressure with multiple priorities and deadlines
• Excellent analytical and problem-solving skills; strong math and/or accounting 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
• Experience with FT William preferred but not required
• ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials

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.
• Specific benefits and programs may vary by partner and position.

Company Overview