Who we are:
Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint’s suite of services 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 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, Karel-Gordon & Associates, Cash Balance Actuaries, and Pension Consultants Inc, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.
Actuaries Unlimited (AUI), a Strongpoint Partner, is seeking a mid-level Pension Administrator. The Pension Administrator is responsible for overseeing a caseload of clients, including managing annual workflow/administrative deadlines, compliance testing, contribution calculations, government reporting, and responding to day-to-day client inquiries. This position will perform all levels of compliance testing and government reporting, and provide guidance to clients on plan design, contribution structure, and evolving legislative requirements. This is a great opportunity for a motivated candidate who wants to further their knowledge of qualified plan design, compliance and administration, and support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.
What you'll do:
- Prepare Annual Valuation packages for all assigned plans, including the following:
- Annual Valuation Report
- Letters for Valuation package
- IRS Form 5500 and related schedules
- Plan design for existing and potential new clients
- Perform, review and correct annual non-discrimination testing for stand-alone DB/Cash Balance Plans and combination DC plans. This includes but is not limited to: 410(b), 401(a)(4), and gateway testing.
- Review all reports, tax forms, notifications, disclosures, legal documents, that are sent to the client or a government agency
- Calculate projections and contribution requirements
- Prepare distribution calculations and review distribution forms prepared for terminated employees
- Research technical and regulatory issues related to client's plans
- Maintain a positive and proactive relationship with clients and contacts, including plan upkeep and advising clients on technical and regulatory requirements
- Continue education through webcasts and ASPPA exams
Who you are
- 3+ years of retirement plan administration experience
- Knowledge of ADP/ACP testing, 415, 410(b), Top Heavy and 401(a)(4) non discrimination testing
- Experience with FT Williams and Relius benefits software (or similar)
- Highly organized and extremely detail-oriented
- Proficiency in MS Office
- Organized individual and able to set priorities and meet deadlines
- Exceptional approach to client service focusing on communications, timely solutions and client needs
- Strong verbal and written communication skills internally and externally
- Ability work work well under pressure with multiple priorities and deadlines
- Excellent analytical and problem-solving skills; strong mat and/or accounting skills
- Team player/collaborative approach
Our Value-Driven Employee Experience:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
Top Skills
What We Do
Strongpoint Partners is a fast-growing, tech-enabled financial services platform that provides third-party retirement administration (“TPA”), recordkeeping, and integrated payroll and HR technology solutions for small-and-medium businesses. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk, all delivered by local customer success teams that understand the nuances of the markets they serve. Made up of a coast-to-coast network of leading retirement strategy and administration firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), and Retirement Planners and Administrators (“RPA”), 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: www.strongpointpartners.com
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