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Strongpoint Partners

Sr. Retirement Plan Administrator, (PFS)

RemoteUTC-6…UTC-4
Published
Role
Finance
Experience
Senior
$80k–$100k/yr
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No BS summary

Experienced retirement plan administrator with 5-7+ years of full-cycle qualified retirement plan administration. Must be in Eastern or Central time zones; Atlanta-area candidates able to work hybrid are preferred. ASPPA QKA and MEP/PEP experience are strongly preferred.

What you'll do

  • Administer a portfolio of approximately 65–75 qualified retirement plans from A-Z.
  • Perform annual compliance testing including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other required nondiscrimination testing.
  • Coordinate annual valuations and collect year-end census information for actuarial partners supporting Cash Balance and Defined Benefit plans.
  • Deliver contribution options, Annual Valuation Reports (AVRs), participant statements, Form 5500 filings, and client communications related to combo plans in partnership with the actuarial team.
  • Review and interpret plan documents and recommend plan design enhancements.
  • Process participant transactions including distributions, loans, hardships, rollovers, and required plan amendments.
  • Prepare and file government forms including Forms 5500, 8955-SSA, 5330, and related compliance filings.
  • Perform trust accounting for both pooled investment accounts and self-directed brokerage accounts.
  • Analyze Controlled Group and Affiliated Service Group ownership structures to determine plan compliance requirements.
  • Import, validate, and reconcile participant census and financial data.
  • Serve as a trusted advisor to clients by providing timely guidance on operational and compliance matters.
  • Other duties as assigned.

What they require

  • 5-7+ years of full-cycle (A-Z) qualified retirement plan administration experience
  • Prior experience with MEP/PEP plans strongly preferred
  • Demonstrated experience administering complex defined contribution retirement plans with increasing technical responsibility
  • Excellent client relationship management and communication skills
  • Strong analytical, organizational, and project management abilities
  • Detail-oriented with exceptional mathematical and accounting aptitude
  • Ability to work independently in a fast-paced remote environment while managing multiple competing priorities
  • ASPPA QKA designation strongly preferred

Benefits

  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Flexible PTO – Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment – A culture that values diversity, collaboration, and respect.
  • 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.

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions.

Retirement ServicesMid-size

Details

Apply routeGreenhouse
$80k–$100k/yr