Plan Document Assistant

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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

• Analyze and draft retirement plan documents ensuring compliance and alignment with client objectives • Work closely with teams to manage document lifecycles for qualified plans

🎯 Requirements

• Ability to learn DC plans and regulations interpret sophisticated plan documents and code provisions, including a familiarity with prototype and volume submitter documents • Ability to write reports, business correspondence, and procedures • Excellent customer service skills • Excellent verbal, written, analytical, organizational skills and keen attention to detail • Exceptional approach to client service focusing on communications, timely solutions, and client needs • Organized individual able to set priorities, meet deadlines, and be detail-oriented • Strong analytical and problem solving skills • Strong initiative, integrity, self-motivation, and results orientation

🏖️ 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.