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. Retirement Strategies Group (RSG) , a Strongpoint Partner, is seeking a highly motivated and ambitious Retirement Plan Administrator who will provide full client services to a designated caseload of clients, including day-to-day communication and management of their workflow and project deadlines. This is a great opportunity for a motivated candidate who wants to support all sides of a growing financial services firm. What you'll do: Independently handle a caseload of 401k and cross-tested plans of A-Z administration. Perform plan ADP/ACP compliance testing accurately and timely. Provide superior client service and communication to a caseload of ~ 65-75 plans. Maintain industry knowledge and share information with team members. Utilize administration 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. Asset Reconciliation/Trust Accounting. Year-end valuation. Forms 5500, 8955, 5330. Loan, hardship, and distribution review. Who you are: Between 4-8 years of 401(k) 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 software strongly preferred. Excellent verbal, written, analytical, organizational skills and keen attention to detail. 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. Our Value-Driven Employee Experience: Flexible Workplace. Competitive PTO. Apply for this job * indicates a required field #J-18808-Ljbffr CRM Hike
...recognized fast-growing, tech-enabled retirement services platform serving small- to mid... ...with integrated retirement third party administration, recordkeeping, payroll, and HR solutions... ...motivated and ambitious Retirement Plan Administrator who will provide full client...
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