Combo Retirement Plan Administrator
Strongpoint Partners is seeking an experienced Combo Retirement Plan Administrator to join their fully remote team. This role involves managing a caseload of approximately 80 small combination retirement plans, including both Defined Benefit (DB) and Defined Contribution (DC) components. The administrator will collaborate closely with in-house actuaries and maintain client relationships as part of a creative plan benefits team.
Key responsibilities include performing comprehensive administration for assigned plans, preparing annual valuation packages, and conducting annual non-discrimination testing. The administrator will also be responsible for plan design for existing and potential new clients, reviewing reports and tax forms, calculating projections and contribution requirements, and preparing distribution calculations. Additionally, the role involves researching technical and regulatory issues related to clients' plans and maintaining positive client relationships.
Candidates should have a minimum of 5 years of experience in administering qualified combo plans and possess a Bachelor's Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics, or a related field. Strong organizational skills, attention to detail, and the ability to work independently in a remote environment are essential. Preferred qualifications include ASPPA and/or NIPA credentials and experience with Relius and FT William benefits software.
The anticipated pay range for this position is $85,000-$95,000 annually. Strongpoint Partners offers a comprehensive benefits package, including health, dental, vision, life, and disability coverage, as well as flexible paid time off. The company is recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third-party administration, recordkeeping, payroll, and HR solutions. The company emphasizes a flexible work environment and welcomes candidates from all U.S. time zones. Employees are encouraged to maintain a positive and proactive relationship with clients and are supported in their professional development through ongoing education and career growth opportunities.