退休计划管理员，(RSG)
Retirement Plan Administrator, (RSG)
我们是谁：
Strongpoint Partners 是一家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务，由了解其所服务市场细微差别的本地客户成功团队交付。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体验和专业知识相结合。更多信息，请访问：www.strongpointpartners.com。
关于退休策略集团（RSG）：
总部位于路易斯安那州新奥尔良的退休策略集团（RSG）是一家 TPA，为中小型企业提供 401(k) 计划管理和记录保存服务。RSG 为 600 多个 401(k)、利润分享、现金余额和传统 DB 计划提供服务。从设计和实施到沟通和持续管理，RSG 帮助客户从其计划中获得最大收益。RSG 是 Strongpoint Partners 的运营合作伙伴，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：
退休策略集团（RSG），作为 Strongpoint 的合作伙伴，正在寻找高度积极进取且有抱负的退休计划管理员，他们将为指定客户群提供全方位客户服务，包括日常沟通以及他们的工作流程和项目截止日期的管理。这是一个绝佳的机会，适合希望在不断壮大的金融服务公司中支持各个方面的积极候选人。该职位需要具备强大的项目管理能力、高水平的技术适应能力，以及在创业环境中通过灵活、创新、主动和渴望成长来取得成功的个性。
此职位为有 Administrator 经验但准备在职业生涯中迈出下一步的自我驱动力强的候选人提供了绝佳机会。对于拥有丰富经验和资质的候选人，将考虑高级别 Administrator 职位。理想的候选人应是具有雄心并希望在未来成长为领导者的人员。
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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 Retirement Strategies Group, (RSG):
Based in New Orleans, Louisiana, Retirement Strategies Group (RSG) is a TPA that provides 401(k) plan administration and recordkeeping services to small- and mid-sized businesses. RSG services 600+ 401(k), Profit Sharing, Cash Balance, and Traditional DB plans. From design and implementation to communication and ongoing administration, RSG helps clients achieve maximum results from their plans. RSG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).
Position Summary:
Retirement Strategies Group (RSG), a Strongpoint Partner, is seeking highly motivated and ambitious Retirement Plan Administrators who will provide full client services to a designated caseload of clients, including day to day communication and management of their workflow and project deadlines. This is a great opportunity for a motivated candidate who wants to support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.
This position offers an excellent opportunity for a self-starter who has some experience as an Administrator, but who is ready to take the next step of growth in their career. A senior-level Administrator title will be considered for candidates who possess strong experience and credentials. The ideal candidate would be someone who is ambitious and looking to grow into leadership in the future.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary location of our team and clients, candidates local to New Orleans who can work on a hybrid schedule will be prioritized.
Key Responsibilities:
- Independently handle A-Z administration for a caseload of 401k and cross-tested plans.
- Perform plan ADP/ACP compliance testing accurately and timely.
- Maintain industry knowledge and share information with team members.
- Utilize Relius ASP systems and other technologies to maximize efficiencies.
- Review and recommend plan design changes to clients.
- Coordinate year-end valuation.
- Read and interpret plan documents.
- Import census and participant account data.
- Perform asset reconciliation/trust accounting.
- Perform year-end valuation.
- Handle all preparation and filing for forms 5500, 8955, 5330.
- Review applications for loan, hardship withdrawals, and account distributions.
- Other duties as assigned.
Qualifications:
- 3-5 years of A-Z retirement plan administration experience.
- Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
- ASPPA and/or NIPA credentials preferred.
- Experience with Relius ASP software strongly preferred.
- Excellent verbal, written, analytical, organizational skills and keen attention to detail.
- Excellent customer service skills.
- Strong math and/or accounting skills.
- Strong initiative, integrity, self-motivation, and results orientation.
- Ability to organize, set priorities and meet deadlines.
- Strong MS Office experience, especially Excel and Word.
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.