Retirement Operations Associate

Job not on LinkedIn

🔥 3 minutes ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $50k - $60k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 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

• Review and process participant loan and distribution requests, including hardship withdrawals, rollovers, terminations, and required minimum distributions (RMDs), in accordance with plan provisions and applicable regulations • Verify participant eligibility for loans and distributions based on plan documents and participant status • Ensure accurate calculation of loan repayment schedules and applicable tax withholdings • Prepare daily cash reconciliations and resolve discrepancies • Respond to plan sponsor and participant inquiries regarding loans, distributions, and general 401(k) operations • Monitor incoming emails and phone calls, providing timely and professional support • Communicate plan rules, procedures, documentation requirements, and processing timelines • Identify opportunities to improve operational workflows, efficiency, and service delivery • Research and resolve participant and plan-related issues while maintaining accuracy and customer service • Collaborate with internal teams to ensure smooth daily operations and a positive client experience • Perform other duties as assigned

🎯 Requirements

• Excellent verbal and written communication skills, with strong organizational abilities and attention to detail • Strong mathematical, analytical, and/or accounting skills • Proficiency in Microsoft Office, particularly Excel and Word • Ability to manage multiple priorities, meet deadlines, and work independently • Strong initiative, integrity, and a proactive, solutions-oriented approach • Comfortable learning new technologies and adapting to evolving processes • Ability to communicate professionally with plan sponsors, participants, and other stakeholders • Experience working with busy professionals and managing time-sensitive requests • Previous experience in retirement plan administration, particularly 401(k) plans, preferred but not required • Experience with Sungard Relius and/or Schwab RT preferred • Spanish-language proficiency is a plus but not required

🏖️ Benefits

• Hybrid and remote options available for many roles • Competitive paid time off, including flexible & unlimited options • Inclusive environment valuing diversity, collaboration, and respect • Support for ongoing learning and career development • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours