Senior Combo Retirement Plan Administrator

9 hours ago

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $95k - $120k / year

⏰ Full Time

🟠 Senior

🖥️ Administration

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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

• Deliver exceptional client service with strong problem-solving and critical-thinking skills. • Communicate clearly and professionally in both written and verbal formats. • Provide ongoing plan design guidance and ensure clients meet IRS and DOL compliance deadlines. • Maintain current knowledge of ERISA regulations and legislative changes. • Oversee all aspects of annual valuations, participant statements, and compliance testing for approximately 70–100 plans (subject to change). • Perform or review annual nondiscrimination and compliance tests, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, 401(a)(26), and 402(g). • Review and coordinate processing of distributions and loans with asset holders. • Prepare or review Form 5500 filings and work with plan sponsors to ensure timely submission. • Support external auditors and assist with IRS or DOL audits as needed. • Collaborate with Actuaries and Sales Consultants on DB/CB plans and combination plan arrangements, providing necessary data and communicating results to clients. • Coordinate conversions for new clients, working with internal and external parties to ensure accuracy. • Partner with support staff to facilitate timely and accurate completion of plan administration tasks. • Safeguard all confidential client and company information in compliance with data-security standards. • Lead project teams and provide training or technical support to junior staff and peers. • Perform other duties as assigned.

🎯 Requirements

• Bachelor’s degree preferred. • 10+ years of ERISA experience in the retirement industry. • Strong financial analysis skills. • Experience with ASC, FTWilliam, and PensionPro preferred. • Proficiency in Word, Excel, and Outlook. • Excellent written and verbal communication skills. • Strong analytical, organizational, and problem-solving abilities with high attention to detail. • Ability to prioritize and manage multiple deadlines while supporting ERISA compliance requirements. • Ability to plan, delegate, and oversee work performed by support staff.

🏖️ 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.