Retirement Operations Associate, (JPC)
The Retirement Operations Associate at Strongpoint Partners' Jocelyn Pension Consulting (JPC) division plays a pivotal role in the daily administration of 401(k) retirement plans. This position is based in Boulder, Colorado, and focuses on participant transactions, client service, and operational processes. As part of a tech-enabled retirement services platform, Strongpoint Partners serves small- to mid-sized businesses with integrated retirement third-party administration, recordkeeping, payroll, and HR solutions.
In this role, the associate will review and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and required minimum distributions (RMDs), ensuring compliance with plan provisions and applicable regulations. They will verify participant eligibility, calculate loan repayment schedules, and manage tax withholdings. Additional responsibilities include preparing daily cash reconciliations, responding to inquiries from plan sponsors and participants, and identifying opportunities to improve operational workflows and service delivery.
Candidates should possess excellent verbal and written communication skills, strong organizational abilities, and a keen attention to detail. Proficiency in Microsoft Office, particularly Excel and Word, is essential. The role requires strong mathematical, analytical, and/or accounting skills, the ability to manage multiple priorities, and a proactive, solutions-oriented approach. While previous experience in retirement plan administration is preferred, it is not mandatory.
The anticipated base salary range for this position is $50,000–$60,000 annually, depending on experience, qualifications, and skills. Strongpoint Partners offers a value-driven employee experience, including flexible workplace options, competitive paid time off, an inclusive environment, growth opportunities, comprehensive benefits, and workplace perks such as incentive bonus programs and flexible hours.
Joining Strongpoint Partners provides an opportunity to be part of a fast-growing, tech-enabled financial services platform that prioritizes accuracy, compliance, and reduction of regulatory risk. The company fosters a culture that values diversity, collaboration, and respect, offering support for ongoing learning and career development.