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Team Lead, Administration Services

đź•’ July 22

🇺🇸 United States – Remote

đź’µ $90k - $120k / year

⏰ Full Time

đźź  Senior

🖥️ Administration

đź‘» Ghost score 40%

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Logo of Strongpoint Partners

Strongpoint Partners

51 - 200 employees

🤝 B2B

đź’¸ Finance

đź’ł 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.

đź“‹ Description

• Lead, coach, and support a team of retirement plan administrators • Oversee qualified retirement plan administration and annual compliance • Review, authorize, and provide final quality assurance for team work • Track workloads, monitor project progress, and manage compliance deadlines • Coordinate with clients to obtain and validate census data, financial information, and 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 • Review annual compliance testing, including nondiscrimination, coverage, and top-heavy testing • Assist with and review Form 5500 preparation and reconciliation of trust activity and plan assets • Partner with attorneys, actuaries, financial advisors, auditors, and internal stakeholders • Provide consulting support for new plan implementation and client onboarding • Identify process improvements to increase efficiency and quality • Mentor and develop team members through coaching, technical guidance, feedback, and training • Stay current on ERISA, IRS, and Department of Labor regulations • Use Microsoft Outlook, Excel, Word, Adobe Acrobat, and retirement plan administration software

🎯 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 other retirement plan administrators • 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 • Ability to prioritize competing deadlines with exceptional attention to detail • Excellent written and verbal communication skills • Strong problem-solving and critical-thinking abilities • Commitment to high-quality work and continuous process improvement • Proficiency with Microsoft Office Suite, particularly Excel, Outlook, and Word • Preferred: experience administering DC/DB combination plans • Preferred: experience leading or managing a remote team • Preferred: experience with PensionPro, ASC, Relius, FT Williams, Datair, or similar systems • Preferred: bachelor's degree in Accounting, Finance, Business Administration, Mathematics, or a related field

🏖️ Benefits

• Flexible workplace with hybrid and remote options available for many roles • Flexible PTO, including flexible and unlimited options • Inclusive environment valuing diversity, collaboration, and respect • Ongoing learning and career development support • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours

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