Strongpoint Partners - Retirement Plan Compliance Analyst, (RPA)
Requirements
• Bachelor's degree in Business, Finance, Mathematics, or similarly related field. • 3-5+ years of experience in retirement plan administration, preferably in a TPA environment. • Deep understanding of regulatory compliance and testing standards. • Knowledge of ERISA regulations. • Proficient in Relius software, (preferred). • Skilled communicator with strong organizational and project management abilities. • Detail-oriented with solid math/accounting skills. • Able to thrive in a fast-paced, remote work environment. • ASPPA credentials (or in progress) strongly preferred. • Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.). • Pay Transparency Statement: • The anticipated pay range for this position is $80,000-$90,000 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
• Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans. • Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4). • Coordinate year-end valuations and interpret plan documents. • Process participant transactions such as loans, hardships, and distributions. • Prepare and file IRS/government forms including 5500, 8955, and 5330. • Reconcile plan assets and complete trust accounting tasks. • Import and manage census and participant data. • Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction. • Communicate with clients on plan administration issues with clarity and professionalism. • Leverage internal systems and technology to streamline processes and improve accuracy. • 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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