Team Lead, Administration Services

🔥 15 hours ago

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

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

• Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work, productivity, and adherence to compliance deadlines. • Oversee all aspects of qualified retirement plan administration and annual compliance for an assigned team of retirement plans. • Review, authorize, and provide final quality assurance for team members' work, ensuring accuracy, consistency, and regulatory compliance. • Track workloads, monitor project progress, and proactively manage deadlines to ensure timely completion of annual administration requirements. • Coordinate with clients to request, obtain, and validate census data, financial information, and other required documentation. • Serve as the primary escalation point for complex administrative, compliance, and client service issues. • Draft and review non-standard correspondence, client communications, and technical reports. • Review standard client correspondence and reporting prepared by team members. • Review annual compliance testing, including nondiscrimination testing, coverage testing, top-heavy testing, and other required compliance analyses. • Assist with and review Form 5500 preparation, including reconciliation of trust activity and plan assets. • Partner closely with attorneys, actuaries, financial advisors, auditors, and internal stakeholders to resolve technical issues and support client needs. • Provide consulting support during implementation of new retirement plans and assist with onboarding new clients. • Identify opportunities to improve operational processes, increase efficiency, and enhance quality across the administrative team. • Mentor and develop team members by providing ongoing coaching, technical guidance, performance feedback, and training. • Stay current on ERISA, IRS, and Department of Labor regulations through continuing education, professional development, and company-sponsored training. • Utilize Microsoft Outlook, Excel, Word, Adobe Acrobat, and other retirement plan administration software to effectively manage daily responsibilities.

🎯 Requirements

• 8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment. • Active ASPPA or NIPA professional designation, (QKA, QPA, CPC, APA, APR, or equivalent). • Minimum 2 years of experience leading, reviewing, and managing the work of other retirement plan administrators. • Demonstrated experience reviewing technical work and maintaining accountability for team deliverables. • Strong knowledge of ERISA, IRS, and Department of Labor regulations governing qualified retirement plans. • Excellent client relationship management and communication skills. • Strong analytical, mathematical, and accounting aptitude. • Proven ability to prioritize competing deadlines while maintaining exceptional attention to detail. • Excellent written and verbal communication skills. • Strong problem-solving and critical thinking abilities. • Commitment to delivering high-quality work and continuously improving processes. • Proficiency with Microsoft Office Suite, particularly Excel, Outlook, and Word.

🏖️ Benefits

• Flexible Workplace – Hybrid and remote options available for many roles. • Flexible 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.