Strongpoint Partners

Strongpoint Partners

Senior Retirement Plan Administrator (POL)

Baltimore, MD · Senior

Sponsorship not specified$85k-$90kDetected 7 days ago
ComplianceProject ManagementCRMAccountingExcelValuationCommunicationCollaborationProblem SolvingAdaptabilityMicrosoft Office

About the role

  • Plan 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 is a fully remote position and can be performed from anywhere within the United States.
  • PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States.

Responsibilities

  • Independently manage a caseload of 75+ 401(k) and cross-tested plans of A-Z administration, (exclusive of loan & distribution processing & plan documents/amendments)
  • Maintain industry knowledge and share information with client and team members
  • Read and interpret legal plan documents and amendments
  • Discuss plan design changes and options with clients
  • Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing

Requirements

  • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
  • Proficiency in MS Office, including Word, Excel, Outlook
  • Ability to utilize and keep current CRM software
  • Ability to work well under pressure with multiple priorities and deadlines
  • Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team

Nice to have

  • Experience with FT William preferred but not required

Compensation

  • The anticipated pay range for this position is $85,000-$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.
  • Workplace Perks - Incentive bonus programs, flexible hours, & more.

Benefits

  • POL is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
  • Flexible PTO - Competitive paid time off, including flexible & unlimited options.
  • Growth Opportunities - Support for ongoing learning and career development.
  • Comprehensive Benefits - Health, dental, vision, life, and disability coverage.
  • Workplace Perks - Incentive bonus programs, flexible hours, & more.
  • Pollard & Associates (POL), a Strongpoint Partner, is seeking an experienced Senior Retirement Plan Administrator.
  • 10+ years of retirement plan administration experience
  • Specific benefits and programs may vary by partner and position.
  • Flexible Workplace - Hybrid and remote options available for many roles.

Company info

  • Strongpoint Partners is tech -enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that 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 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). 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.
  • About Pollard & Associates:
  • Based in Hunt Valley, Maryland, Pollard & Associates (PA / POL) have spent 50+ years helping customers "navigate the bridge to retirement." With 1,000+ customers across the DMV, Pollard prides itself on unrivaled expertise and a customer-centric focus. POL is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
  • Position Summary:
  • Strongpoint Partners is tech -enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions.
  • Recognized as one of Inc.
  • 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that 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 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS").
  • 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.
  • Based in Hunt Valley, Maryland, Pollard & Associates (PA / POL) have spent 50+ years helping customers "navigate the bridge to retirement." With 1,000+ customers across the DMV, Pollard prides itself on unrivaled expertise and a customer-centric focus.
  • 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.
  • We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Eastern & Central time zones.
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