Strongpoint Partners
B2B • Finance • Fintech
Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.
Combo Retirement Plan Administrator
November 5
Strongpoint Partners
B2B • Finance • Fintech
Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.
📋 Description
• Independently manage full-cycle administration for approximately a book of small DB/DC combo plans. • Interpret and communicate actuarial valuation results and issues with actuaries and clients. • Prepare annual valuation packages, including valuation reports, funding notices, certifications, IRS Forms 5500, 5330, 8955-SSA, and PBGC premium filings. • Conduct and review annual nondiscrimination testing for DB, Cash Balance, and combo plans (e.g., 410(b), 401(a)(4), 401(a)(26), gateway testing). • Design and update plan provisions for existing and prospective clients. • Calculate projections, contributions, and participant distributions; review related forms and documentation. • Review and ensure accuracy of all reports, disclosures, filings, and communications sent to clients or government agencies. • Research and resolve technical or regulatory issues. • Maintain proactive, client-focused communication and provide guidance on compliance requirements. • Participate in continuing education (e.g., webcasts, ASPPA exams). • Other duties as assigned.
🎯 Requirements
• 3-5 years of DB and DC retirement plan administration experience, preferably in a TPA environment. • Working knowledge of the Datair system preferred. • Proven ability to accurately and efficiently perform valuation and trust accounting/asset reconciliation work. • Strong knowledge of IRS and DOL regulations, requirements, and filings. • Ability to analyze plan documents and recommend plan design or compliance updates. • Strong organizational skills with the ability to work independently and manage multiple priorities. • Proficiency in Microsoft Excel, Word, and Outlook. • Excellent written and verbal communication skills. • Ability to maintain confidentiality and demonstrate professionalism at all times.
🏖️ Benefits
• Flexible Workplace – Hybrid and remote options available for many roles. • Unlimited 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.
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