Job Description

Overview Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (RSG), Retirement Planners and Administrators (RPA), Pension Financial Services (PFS), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group (RPCG), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. (PCI), Actuaries Unlimited (AUI), and CRP – California Retirement Plans (CRP), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: Position Summary Strongpoint Partners is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of approximately 65–75 retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service. NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones. What you\'ll do Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases Serve as a guide to other plan administrators in supporting client requirements Initiate and participate in process improvements Complete leadership and/or project management courses Provide strategic guidance and assist in defining strategic goals Efficiently utilize technology to perform the duties of this position Attend staff meetings and trainings as requested Maintain team approach by assisting in areas appropriate for this position Own stewardship of all assigned business relationships Perform other duties as assigned Who you are QKA or similar industry certification Bachelors degree from an accredited college or university or equivalent 3-5+ years of retirement plan experience with defined contribution plans 3-5+ years of client services experience Proficiency in Word, Excel, PowerPoint, Outlook, CRM software Must be organized and detail-oriented Exceptional approach to client service focusing on communications, timely solutions, and client needs Team player, collaborative, able to work with and through others Strong verbal and written communication skills Ability to work well under pressure with multiple priorities and deadlines Excellent analytical and problem-solving skills Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team Added bonus if you have experience with DB/CB plans and/or QPA Our Value-Driven Employee Experience Flexible Workplace Competitive PTO EEO and Voluntary Self-Identification Equal Employment Opportunity: Strongpoint Partners does not discriminate on the basis of any protected group status under any applicable law. Voluntary Self-Identification: For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Strongpoint Partners\'s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran\'s discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. If you want to learn more about the law or this form, visit the U.S. Department of Labor\u2019s Office of Federal Contract Compliance Programs (OFCCP) website at How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, for example: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn\u2019s Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson\u2019s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr Howardsimon

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