Combo Retirement Plan Administrator

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $85k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Perform A-Z administration and independently manage a caseload of approximately 80 small combo plans • Understand and interpret DB/Cash Balance Plan actuarial valuation elements and communicate issues to in-house actuaries and clients • Prepare annual valuation packages, including valuation reports, annual funding notices, letters, actuarial certifications, IRS Form 5500 and related schedules, and additional IRS forms such as 5330 and 8955-SSA • Prepare PBGC comprehensive premium filings • Perform plan design for existing and potential new clients • Perform, review, and correct annual non-discrimination testing for stand-alone DB/Cash Balance Plans and combination DB/DC plans, including 410(b), 401(a)(4), 401(a)(26), and gateway testing • Review reports, tax forms, notifications, disclosures, legal documents, and materials sent to clients or government agencies • Calculate projections and contribution requirements • Prepare distribution calculations and review distribution forms for terminated employees • Research technical and regulatory issues related to clients’ plans • Maintain proactive client relationships, perform plan upkeep, and advise clients on technical and regulatory requirements • Continue education through webcasts and ASPPA exams • Perform other duties as assigned

🎯 Requirements

• Minimum of 5 years experience in administration of qualified combo plans • Bachelor’s Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics or other related fields • Highly organized and extremely detail-oriented • Ability to work well with others and be a team player in a fast-paced environment • Ability to prioritize and multi-task • Passion for client service • Ability to work independently in a remote work environment • ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials • Experience with Relius and FT William benefits software preferred

🏖️ Benefits

• Flexible workplace with remote options • 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