主管，MEP/PEP行政，(PFS)
Team Lead, MEP/PEP Administration, (PFS)
我们是：
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，并被评为最佳工作场所之一。Strongpoint 提供一系列服务，优先考虑准确性、合规性以及降低监管风险，由了解其所服务市场细微差别的本地客户成功团队交付。Strongpoint Partners 将对服务和创新的不懈热情与实现人人退休成功的所需经验和专业知识相结合。如需更多信息，请访问：www.strongpointpartners.com。
关于养老金融服务中心（PFS）：
总部位于佐治亚州多尔顿的养老金融服务中心（PFS）是一家养老专业机构，其核心理念是“今天的利息创造明天”。PFS 为东南部超过 800 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，Strongpoint Partners 是一家由 Shore Capital Partners（SCP）支持的领先技术驱动型金融服务退休平台。
职位概述：
养老金融服务中心（PFS），作为 Strongpoint 的合作伙伴，正在寻找一位经验丰富的退休计划团队主管，负责管理约 65-75 个合格退休计划组合，并对其团队中的退休计划管理员提供领导和监督。该职位适合拥有 10 年以上全周期（A-Z）管理经验的资深退休计划专业人士，具备高级技术专长，并热衷于指导他人同时提供卓越的客户服务。
成功候选人将具备管理复杂定向贡献计划的丰富经验，包括交叉测试、组合、多雇主、集合雇主和计划组。他们将担任技术资源和人员领导，确保高质量的客户服务，保持流程效率，并支持团队成员的职业发展。
请注意：此职位为远程办公，仅限东区和中央时区的候选人；由于客户团队的主要所在地，优先考虑能够进行混合办公的亚特兰大地区候选人。
主要职责：
退休计划管理
- 管理一个组合
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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 Retirement Plan Team Lead to manage a portfolio of approximately 65-75 qualified retirement plans while providing leadership and oversight to a Retirement Plan Administrator on their team. This role is ideal for a seasoned retirement plan professional with 10+ years of full-cycle (A-Z) administration experience, advanced technical expertise, and a passion for mentoring others while delivering exceptional client service.
The successful candidate will possess extensive experience administering complex defined contribution plans, including cross-tested, combo, multiple employer, pooled employer, and group of plans. They will serve as both a technical resource and people leader, ensuring high-quality client service, maintaining workflow efficiency, and supporting the professional development of their team member.
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:
Retirement Plan Administration
- 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.
- Administer complex plan designs including:
- Safe Harbor
- Profit Sharing
- Cross-Tested/New Comparability
- Combo Defined Contribution/Cash Balance and Defined Contribution/Defined Benefit plans
- Pooled Employer Plans (PEPs)
- Open and Closed Multiple Employer Plans (MEPs)
- Group of Plans (GOPs)
- 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.
Team Leadership
- Provide day-to-day leadership and oversight for an assigned Retirement Plan Administrator.
- Monitor workflow and production for both personal and team workloads to ensure deadlines and service standards are consistently met.
- Review team member work for accuracy, completeness, and quality.
- Serve as the escalation point for Tier 2 client issues and assist team members in resolving complex administrative or compliance matters.
- Conduct annual performance reviews and provide ongoing coaching, mentorship, and development.
- Foster collaboration, accountability, and continuous process improvement within the team.
Qualifications:
- 10+ years of full-cycle (A-Z) qualified retirement plan administration experience.
- Demonstrated experience administering complex defined contribution retirement plans with increasing technical responsibility.
- ASPPA QKA designation required.
- QPA and/or Certified Pension Consultant (CPC/CBS or equivalent advanced credential) strongly preferred.
- Strong expertise with:
- Non-discrimination testing, including 401(a)(4), 414(s), and Benefits, Rights & Features testing
- Controlled Group and Affiliated Service Group rules
- Trust accounting
- Complex plan designs including PEPs, MEPs, Group of Plans, and combo DC/CB or DC/DB arrangements
- Prior experience leading or mentoring retirement plan administration staff.
- 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.
Pay Transparency Statement:
The anticipated pay range for this position is $90,000-$105,000 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.