Manager, Retirement Plan Administration

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October 1

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Strongpoint Partners

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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.

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

📋 Description

• Lead, mentor, and manage a team of Retirement Plan Administrators, supporting their development and ensuring high performance. • Serve as a resource and escalation point for your team, offering guidance on complex client matters. • Identify opportunities for process improvement and contribute to the firm's operational and strategic growth. • Stay informed on industry trends, regulatory updates, and best practices to guide both clients and team members. • Provide timely, superior customer service, including problem solving and issue resolution for a caseload of retirement plan clients. • Maintain client relationships with a high client retention rate. • Responsible for all aspects of valuation reports, participant statements, and annual testing. • Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g). • Provide effective verbal and written communications in a clear, concise, and informative manner. • Assist Plan Documents Team with plan design and document questions, including understanding IRS and DOL regulations. • Assist clients in meeting all IRS and DOL deadlines necessary for qualified retirement plan. • Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions. • Assist Operations Team with payroll processing and compliance questions. • Review participant distribution and loan requests and assist Distribution and Loan Team with all compliance related questions for distributions and loans. • Review, prepare, and help ensure timely filing of Form 5500’s for each client. • Assist auditors if a plan is subject to annual audit. • Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit. • Other duties as assigned.

🎯 Requirements

• Between 5 - 10 years of 401(k) retirement plan administration experience. • Prior experience in a leadership position preferred. • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing. • Excellent verbal, written, analytical, organizational skills and keen attention to detail. • Excellent customer service skills. • Strong math and/or accounting skills. • Strong initiative, integrity, self-motivation, and results orientation. • Strong analytical and problem solving skills. • Strong MS Office experience, especially Excel and Word. • ASPPA and/or NIPA credentials preferred. • Experience with ASC software strongly preferred.

🏖️ Benefits

• Flexible Workplace • Competitive PTO • Inclusive Environment • Development Opportunities • Comprehensive Benefits • Workplace Perks