初级退休计划管理员，(HSR)
Junior Retirement Plan Administrator, (HSR)
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。被列为 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，以确保每个人都能实现退休目标。更多信息，请访问：www.strongpointpartners.com。
关于 HowardSimon Retirement：
总部位于伊利诺伊州芝加哥的 HowardSimon Retirement 是一家大型独立 TPA，具备记录保存和咨询能力，通过技术增强的服务交付模式提供集成的退休、薪资和人力资源解决方案。HowardSimon 是 Strongpoint Partners 的运营合伙人，Strongpoint Partners 是一家由 Shore Capital Partners (SCP) 支持的领先技术驱动的金融服务退休平台。
职位概述：
Howard-Simon Retirement，作为 Strongpoint 的合作伙伴，正在寻找一名初级退休计划管理员，该职位将负责一定数量的定向贡献退休计划。合适的候选人将从头到尾支持 401(k) 和交叉测试计划，执行年度合规性测试，并具有注重细节、以客户为中心的方法。这个职位为一位自我驱动者提供了绝佳的机会，能够在远程工作环境中茁壮成长，并加入一个重视客户服务质量创新和卓越的公司。
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。我们欢迎所有美国时区的候选人；然而，由于我们的合作伙伴和客户的主办公地点，我们将优先考虑中部和东部时区的候选人。
主要职责：
- 执行基本的非歧视性测试
- 直接与客户沟通计划机制
- 研究并就合规主题进行汇报
- 跟随高级退休计划管理员以增加测试和文件知识
- 高效利用技术完成本职位的职责
- 按要求参加员工会议和培训
- 通过协助保持团队合作精神
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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 HowardSimon Retirement:
Based in Chicago, Illinois, HowardSimon Retirement is a large independent TPA with recordkeeping and advisory capabilities that offers integrated retirement, payroll, and HR solutions through a tech-enhanced service delivery model. HowardSimon is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
Howard-Simon Retirement, a Strongpoint Partner, is seeking a Junior Retirement Plan Administrator who will take ownership of a caseload of defined contribution retirement plans. The right candidate will support 401(k) and cross-tested plans from start to finish, perform annual 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 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 Central & Eastern time zone(s).
Key Responsibilities:
- Perform basic non-discrimination testing
- Communicate directly with clients on plan mechanics
- Research and present on compliance topics
- Shadow Senior Retirement Plan Administrator to increase testing and document knowledge
- 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
Qualifications:
- 1-3 years of retirement plan experience
- 2-4 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 critical thinking 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
Pay Transparency Statement:
The anticipated pay range for this position is $60,000-$70,000 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.