
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.
🔥 1 hour ago
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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.
• Manage and maintain relationships for an assigned caseload of approximately 70–80 retirement plan clients • Provide timely, high-quality customer service, including proactive problem-solving and issue resolution • Serve as a trusted resource for clients regarding retirement plan administration and compliance matters • Manage all aspects of annual retirement plan administration, including compliance testing, government forms, and valuation packages • Perform and/or review annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), 401(s), deductibility, and 402(g) testing, as applicable • Review, prepare, and help ensure the timely filing of Form 5500 for assigned plans • Assist clients in meeting applicable IRS and Department of Labor deadlines • Review participant distribution and loan requests and support internal distribution and loan teams • Maintain accurate plan records and documentation • Partner with the plan documents team on plan design and document-related questions • Assist with IRS and Department of Labor audits and support external auditors • Collaborate with internal teams to resolve client and plan administration issues • Participate in staff meetings, training sessions, and professional development opportunities • Contribute to a team-oriented environment and support departmental needs
• Experience administering qualified retirement plans in a TPA, recordkeeping, or retirement services environment • Working knowledge of ERISA, IRS, and Department of Labor regulations related to qualified retirement plans • Experience performing or reviewing retirement plan compliance testing and Form 5500 filings • Strong analytical and problem-solving skills with excellent attention to detail • Ability to independently manage a high-volume caseload while balancing competing priorities and deadlines • Strong written and verbal communication skills with a client-service mindset • Ability to collaborate effectively across teams and build strong relationships with clients and colleagues • Proficiency with retirement plan administration systems and Microsoft Office applications • Industry credentials such as QKA, QPA, or equivalent retirement plan designation are a plus
• Hybrid and remote options available for many roles • Competitive paid time off, including flexible & unlimited options • Support for ongoing learning and career development • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours • Inclusive environment valuing diversity, collaboration, and respect • Specific benefits and programs may vary by partner and position
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