Strongpoint Partners - Junior Retirement Compliance Administrator, (BCS)
Requirements
• 1-2 years of retirement plan administration, retirement plan compliance, or related experience. • Basic understanding of qualified retirement plans and retirement plan administration. • Strong analytical, organizational, and problem-solving skills. • Excellent attention to detail and ability to manage multiple priorities. • Strong written and verbal communication skills. • Proficiency in Microsoft Excel and other Microsoft Office applications. • Ability to learn new software and retirement plan regulations. • Experience with retirement plan compliance testing or annual administration. • Experience using CalcAir (Datair) or similar retirement plan administration software. • Bachelor's degree in Mathematics, Accounting, Finance, Business, or a related field. • Progress toward or interest in pursuing an ASPPA designation (QKA or other credential). • Experience working in a TPA or retirement plan consulting environment. • Pay Transparency Statement: • The anticipated pay range for this position is $40,000-$50,000 annually. • At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. • 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
• Assist with annual retirement plan administration and compliance services for qualified retirement plans. • ADP/ACP Testing • IRC Section 415 Testing • IRC Section 414 Testing • Coverage Testing • Top Heavy Testing • Analyze participant census data and assist with employer contribution calculations. • Assist with plan asset reconciliation. • Review plan documents and amendments to understand plan provisions and ensure accurate administration. • Prepare Form 5500 filings under the guidance of senior team members. • Calculate lost earnings for late participant contributions when required. • Research retirement plan compliance questions and assist in resolving benefit and operational issues. • Maintain accurate documentation and ensure work is completed timely and in accordance with IRS and ERISA requirements. • Collaborate with Compliance Administrators and Consultants to support retirement plans across the firm's client base. • 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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