Strongpoint Partners - Retirement Plan Administrator, (RSG)
Requirements
• 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 Workplace • Flexible PTO – Competitive paid time off, including flexible & unlimited options. • Flexible PTO • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Inclusive Environment • Growth Opportunities – Support for ongoing learning and career development. • Growth Opportunities • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Responsibilities
• 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.
Benefits
• Workplace Perks – Incentive bonus programs, flexible hours, & more. • *Specific benefits and programs may vary by partner and position.
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