退休计划管理员，(SI Group)
Retirement Plan Administrator, (SI Group)
Strongpoint Partners 是一个技术驱动的退休服务平台，为中小型企业提供集成的退休第三方管理、记录保存、薪资和人力资源解决方案。Strongpoint 被评为《Inc.》5000 强美国增长最快的私营公司之一，并被认证为“值得工作的公司”。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 将对服务和创新的执着热情与实现人人退休无忧所需的阅历和专业知识相结合。如需更多信息，请访问：www.strongpointpartners.com。
关于 SI Group：
SI Group（SIG）总部位于夏威夷檀香山，近 40 年来一直专注于定制退休计划解决方案。凭借无与伦比的专业知识和对本地市场的承诺，SIG 相信能够为夏威夷和太平洋沿岸的计划发起人和参与者实现退休目标。SI Group 是 Strongpoint Partners 的运营合作伙伴，后者是一家由 Shore Capital Partners（SCP）支持的领先技术驱动型金融服务业退休平台。
职位概述：
作为 Strongpoint 合作伙伴的 SI Group 正在寻找各层级以客户服为导向的退休计划管理员。该职位负责支持合格退休计划的管理，包括计划设计、合规测试、客户服务和持续的计划咨询。
成功的候选人将展现出强大的分析能力、细致的关注和对提供卓越客户服务的承诺。根据经验水平，管理员可能需要管理自己的案件，执行复杂的合规测试，为客户提供战略咨询，指导团队成员，并为部门项目做出贡献。
由于各种管理需求，SI Group 欢迎有经验的退休计划专业人员以及有兴趣在退休计划管理领域建立职业生涯的初级候选人申请。经验水平将作为确定职位级别、职责和薪酬的参考。
请注意：我们特别寻找居住在檀香山且能接受现场或混合工作安排的候选人。
主要职责：
- 执行或协助完成退休计划管理的所有方面，包括计划设计审查，
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.
About SI Group:
Based in Honolulu, Hawaii, SI Group (SIG) has specialized in custom retirement plan solutions for almost 40 years. With unrivaled expertise and a commitment to their local marketplace, SIG believes in making retirement work for plan sponsors and participants across Hawaii and the Pacific Coast. SI Group is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
SI Group, a Strongpoint Partner, is seeking client-service focused Retirement Plan Administrators of all levels. This role is responsible for supporting the administration of qualified retirement plans, including plan design, compliance testing, client service, and ongoing plan consulting.
Successful candidates will demonstrate strong analytical skills, attention to detail, and a commitment to delivering exceptional client service. Depending on experience level, Administrators may manage their own caseloads, perform complex compliance testing, provide strategic consulting to clients, mentor team members, and contribute to departmental initiatives.
Due to a variety of administration needs, SI Group welcomes applications from both experienced retirement plan professionals and entry-level candidates interested in building a career in retirement plan administration. Experience level will be considered when determining role level, responsibilities, and compensation.
PLEASE NOTE: We are specifically looking for candidates local to Honolulu who can work an in-person or hybrid schedule.
Key Responsibilities:
- Perform or assist with all aspects of retirement plan administration, including plan design review, compliance testing, annual reporting, distributions, loans, and client service activities.
- Manage or support a caseload of retirement plans, with complexity and independence based on experience level.
- Serve as a primary or secondary point of contact for clients, advisors, and other business partners.
- Prepare, review, and communicate compliance testing results and required corrective actions.
- Research and resolve plan administration and compliance issues.
- Collaborate with team members to ensure timely and accurate completion of client deliverables.
- Participate in client meetings and consultations regarding plan operations, design, and compliance matters.
- Assist with process improvement initiatives and departmental projects.
- Utilize internal systems and technology to efficiently manage plan administration responsibilities.
- Attend team meetings, trainings, and professional development opportunities.
- Maintain a collaborative team approach by providing support where needed.
- Own stewardship of assigned client relationships and deliver exceptional service.
- Other duties as assigned.
Minimum Qualifications:
- Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Human Resources, or a related field, or equivalent combination of education and experience.
- Strong analytical, organizational, and problem-solving skills.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Proficiency with Microsoft Office, particularly Excel.
- Strong attention to detail and commitment to accuracy.
- Demonstrated customer service orientation and professionalism.
- Ability to work independently and collaboratively within a team environment.
Preferred Qualifications:
- Previous experience in retirement plan administration, employee benefits, financial services, accounting, payroll, human resources, or a related field.
- Experience administering defined contribution retirement plans.
- QKA, QKC, APA, ERPA, or other relevant industry certifications, or willingness to pursue certification.
- Experience with ASC, FT Williams, PensionPro, CRM systems, or other retirement administration software.
- Demonstrated ability to manage client relationships and provide consultative support.
- Experience mentoring team members, leading projects, or contributing to process improvements.
- Advanced knowledge of retirement plan compliance, testing, and plan design.
- Ability to act with integrity, anticipate client needs, continuously improve service delivery, and contribute positively to team success.
Pay Transparency Statement:
The anticipated pay range for this position is $50,000-$100,000 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.