高级退休计划管理员，(PFS)
Sr. Retirement Plan Administrator, (PFS)
我们是谁：
Strongpoint Partners 是一个技术驱动的退休服务平臺，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 美国增长最快的私人公司之一，并被评为值得工作的优秀企业，Strongpoint 提供一系列以准确性、合规性和降低监管风险为核心的服務，由了解其所服务市场细微差别的本地客户成功团队提供。Strongpoint Partners 将对服务和创新的执着热情与实现人人退休成功的经验和专业知识相结合。更多信息，请访问：www.strongpointpartners.com。
关于 Pension Financial Services（PFS）：
总部位于佐治亚州多尔思，Pension Financial Services（PFS）是一家专注于养老金的专业机构，其核心理念是“今天的利益创造明天的价值”。PFS 为东南部地区的 800 多家客户提供最高水平的精算和退休规划服务。PFS 是 Strongpoint Partners 的运营合作伙伴，后者是一个由 Shore Capital Partners（SCP）支持的领先技术驱动的金融服务业退休平台。
职位概述：
Pension Financial Services（PFS），作为 Strongpoint 的合作伙伴，正在寻找一位经验丰富的高级退休计划管理员，负责管理约 65-75 个合格退休计划的组合。该职位适合拥有 5-7 年以上完整周期（A-Z）管理经验、高级技术专长，并热衷于在提供优质客户服务的同时指导他人的资深退休计划专业人士。
请注意：此职位仅面向东部和中部时区的候选人，由于客户团队的主要办公地点，优先考虑能够采用混合办公模式的亚特兰大地区候选人。
主要职责：
- 从 A-Z 管理约 65–75 个合格退休计划的组合。
- 执行年度合规性测试，包括 ADP/ACP、Top Heavy、410(b)、401(a)(4)、414(s)、福利、权利与特征（BRF）以及其他必要的非歧视性测试。
- 协调年度估值并收集年度人口普查信息，以支持现金余额和固定收益计划的精算合作伙伴。
- 提供缴费方案、年度估值报告（AVRs）、参与者声明、表格 5500 提交以及客户通讯。
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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 Pension Financial Services, (PFS):
Based in Duluth, Georgia, Pension Financial Services (PFS) is a pension specialist founded by the principle that "interest today creates tomorrow." PFS provides the highest caliber actuarial and retirement planning services to over 800 clients across the Southeast. PFS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
Pension Financial Services (PFS), a Strongpoint Partner, is seeking an experienced Sr. Retirement Plan Administrator to manage a portfolio of approximately 65-75 qualified retirement plans. This role is ideal for a seasoned retirement plan professional with 5-7+ years of full-cycle (A-Z) administration experience, advanced technical expertise, and a passion for mentoring others while delivering exceptional client service.
PLEASE NOTE: This is a fully remote position for candidates in the Eastern and Central time zones only; due to the primary locations of our client teams, preference will be given to those in the Atlanta area who are able to work on a hybrid schedule.
Key Responsibilities:
- 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.
Qualifications:
- 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
Pay Transparency Statement:
The anticipated pay range for this position is $80,000-$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.