退休计划管理员
Retirement Plan Administrator
我们是谁：
Strongpoint Partners 是一个技术驱动的退休服务平 台，为中小型企业提供整合的退休第三方管理、记录保存、薪资和人力资源解决方案。Strongpoint 被评为 Inc. 5000 美国增长最快的私营公司之一，并被认证为值得工作的优秀企业。Strongpoint 提供一系列服务，优先考虑准确性、合规性和降低监管风险，由了解其所服务市场细微差别的本地客户成功团队提供支持。Strongpoint Partners 将对服务和创新的不懈热情与必要的经验和专业知识相结合，以确保每个人都能顺利实现退休目标。更多信息，请访问：www.strongpointpartners.com。
职位概述：
Strongpoint Partners 正在寻找一位经验丰富的退休计划管理员，将全面负责大约 65-75 个退休计划的管理工作。合适的候选人应具备从头到尾管理 401(k) 和交叉测试计划的信心，熟练掌握合规性测试，并具有注重细节、以客户为中心的工作方式。该职位为一位自我驱动者提供了绝佳机会，适合在远程工作环境中茁壮成长，并期待在一个重视创新和卓越客户服务的公司中成长。
请注意：这是一个完全远程的职位，可以在美国任何地方进行。我们致力于支持灵活的工作环境，并欢迎所有美国时区的候选人。
主要职责：
- 管理并执行从头到尾的退休计划管理（计划设计、合规性测试、客户服务等），包括简单至中等复杂度的案例和敏感客户案例
- 作为其他计划管理员的指导者，协助支持客户需求
- 发起并参与流程改进
- 完成领导力和/或项目管理课程
- 提供战略指导并协助制定战略目标
- 高效利用技术完成本职位的职责
- 按要求参加团队会议和培训
- 通过协助适合本职位的领域，保持团队合作精神
- 负责所有分配的业务关系的管理
- 执行其他指派的任务
最低要求：
- 从经认证的大学或学院获得学士学位或同等学历。
- 3-5 年以上从头到尾的退休计划管理经验，具有定义明确的控制权
查看英文原文
Who we are:
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. 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.
Position Summary:
Strongpoint Partners is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of approx. 65–75 retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.
Key Responsibilities:
- Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases
- Serve as a guide to other plan administrators in supporting client requirements
- Initiate and participate in process improvements
- Complete leadership and/or project management courses
- Provide strategic guidance and assist in defining strategic goals
- Efficiently utilize technology to perform the duties of this position
- Attend staff meetings and trainings as requested
- Maintain team approach by assisting in areas appropriate for this position
- Own stewardship of all assigned business relationships
- Perform other duties as assigned
Minimum Requirements:
- Bachelors degree from an accredited college or university or equivalent.
- 3-5+ years of A-Z retirement plan administration experience with defined contribution plans.
- 3-5+ years of client services experience.
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM software.
- Must be organized and detail-oriented.
- Exceptional approach to client service focusing on communications, timely solutions, and client needs.
- Team player, collaborative, able to work with and through others.
- Strong verbal and written communication skills.
- Ability to work well under pressure with multiple priorities and deadlines.
- Excellent analytical and problem-solving skills.
- 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.
Preferred Requirements:
- QKA and/or QPA, (or similar industry certification), preferred.
- Experience with DB/CB plans and/or Combo plans, preferred.
Pay Transparency Statement:
The anticipated pay range for this position is $65,000-$85,000 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.
Our Value-Driven Employee Experience:
- 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.
**Specific benefits and programs may vary by partner and position.