数据中心计划管理员
DC Plan Administrator
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体验和专业知识相结合。更多信息,请访问:www.strongpointpartners.com。
职位概述:
加入一家快速发展的技术驱动型退休服务公司,你将负责管理多样化的 401(k) 计划组合,并在确保合规性、准确性和客户成功方面发挥关键作用。这是一个可以独立工作,同时与高绩效团队协作的机会,利用你在 ERISA 和定向贡献计划方面的专业知识产生实际影响。享受灵活、注重成长的工作环境,享有无限制带薪假期、完善的福利以及行业领先平台的支持。该职位将协助处理贷款和分配流程、计划文件和新计划上线。
请注意:这是一份全远程职位,可在美国内任何地点完成。我们致力于支持灵活的工作环境,欢迎所有美国时区的候选人。
主要职责:
- 独立管理和办理退休计划案件
- 执行合规性测试(ADP/ACP、覆盖范围、非歧视等)
- 提供关于计划设计和合规性的战略建议
- 准备年度估值
- 完成并提交 Form 5500 表格
- 计算雇主贡献
- 执行交叉测试和分配计算
- 审核参与者的分配和贷款
- 保持对 ERISA 规则和法规的最新了解
- 审核计划文件并确保运营合规
- 与客户、顾问和内部团队成员有效沟通
- 其他指派的任务
资格要求:
- 具有管理定向贡献退休计划的经验
- 拥有 Combo Cash Balance / 定向贡献(CB/DC)管理员经验者优先,但非必需
- 强烈的分析能力和解决问题的能力
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.
Position Summary:
Join a fast-growing, tech-enabled retirement services firm where you’ll take ownership of a diverse portfolio of 401(k) plans and play a key role in ensuring compliance, accuracy, and client success. This is an opportunity to work independently while collaborating with a high-performing team, using your expertise in ERISA and defined contribution plans to make a real impact. Enjoy a flexible, growth-oriented environment with unlimited PTO, strong benefits, and the backing of an industry-leading platform. This role has support with loans and distributions processing, plan documents, and new plan onboarding.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.
Key Responsibilities:
- Independently manage and administer a caseload of retirement plans
- Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
- Deliver strategic recommendations on plan design and compliance
- Prepare annual valuations
- Complete and file Form 5500s
- Calculate employer contributions
- Perform cross-testing and allocation calculations
- Review participant distributions and loans
- Maintain up-to-date knowledge of ERISA rules and regulations
- Review plan documents and ensure operational compliance
- Communicate effectively with clients, advisors, and internal team members
- Other duties as assigned
Qualifications:
- Experience administering defined contribution retirement plans
- Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator is a plus, but not required
- Strong understanding of ERISA rules and retirement plan compliance
- Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam
Pay Transparency Statement:
The anticipated pay range for this position is $75,000-$95,000 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.