Strongpoint Partners
51 - 200 employees
🤝 B2B
💸 Finance
💳 Fintech
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.
DC Plan Administrator
🕒 April 21
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Strongpoint Partners
51 - 200 employees
🤝 B2B
💸 Finance
💳 Fintech
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 and administer a caseload of retirement plans • Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.) • Deliver strategic recommendations on plan design and compliance • Prepare annual valuations • Complete and file Form 5500s • Calculate employer contributions • Perform cross-testing and allocation calculations • Review participant distributions and loans • Maintain up-to-date knowledge of ERISA rules and regulations • Review plan documents and ensure operational compliance • Communicate effectively with clients, advisors, and internal team members
🎯 Requirements
• Experience administering defined contribution retirement plans • Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator is a plus, but not required • Strong understanding of ERISA rules and retirement plan compliance • Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam
🏖️ 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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