
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.
🕒 July 27
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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.
• Independently handle A-Z administration for a caseload of 401k and cross-tested plans. • Perform plan ADP/ACP compliance testing accurately and timely. • Maintain industry knowledge and share information with team members. • Utilize Relius ASP systems and other technologies to maximize efficiencies. • Review and recommend plan design changes to clients. • Coordinate year-end valuation. • Read and interpret plan documents. • Import census and participant account data. • Perform asset reconciliation/trust accounting. • Perform year-end valuation. • Handle all preparation and filing for forms 5500, 8955, 5330. • Review applications for loan, hardship withdrawals, and account distributions. • Other duties as assigned.
• 3-5 years of A-Z retirement plan administration experience. • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing. • ASPPA and/or NIPA credentials preferred. • Experience with Relius ASP software strongly preferred. • Excellent verbal, written, analytical, organizational skills and keen attention to detail. • Excellent customer service skills. • Strong math and/or accounting skills. • Strong initiative, integrity, self-motivation, and results orientation. • Ability to organize, set priorities and meet deadlines. • Strong MS Office experience, especially Excel and Word.
• 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.
Apply Now🕒 July 27
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🇺🇸 United States – Remote
💵 $80k - $90k / year
🔥 Funding within the last year
💰 Private equity on 2025-11
⏰ Full Time
🟠 Senior
🖥️ Administration