计划行政主管
Director of Plan Administration
我们是：
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强中美国增长最快的私营公司之一，并被认证为“值得工作的优秀场所”。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 将对服务和创新的不懈热情与必要的经验和专业知识相结合，使退休计划对每个人都能顺利运作。如需更多信息，请访问：www.strongpointpartners.com。
职位概述：
我们正在寻找一位经验丰富的退休计划主管，负责领导退休计划管理员团队，同时监督合格退休计划的管理和合规工作。该职位适合一位兼具深厚技术专长和强大领导能力的资深退休计划专业人士，且热衷于培养他人。团队主管将负责确保团队交付成果的准确性和及时性，支持复杂的客户需求，推动流程改进，并作为客户和内部团队成员的技术资源。
理想的候选人拥有在第三方管理员（TPA）环境中从头到尾管理定义贡献计划的丰富经验，喜欢指导他人，并能在协作、以客户为中心的环境中茁壮成长。
作为退休计划主管，您将在培养退休计划专业人员的同时，确保为客户提供卓越的服务。您将有机会指导一支才华横溢的团队，解决复杂的技术挑战，为流程改进做出贡献，并在一个协作和以客户为中心的组织中发展您的领导职业生涯。
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。我们欢迎来自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，优先考虑太平洋时区的候选人。
主要职责：
- 领导、指导和支持退休计划管理员团队，确保高质量的工作、生产力和遵守合规截止日期。
- 监督所有方面
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:
We are seeking an experienced Director of Plan Administration to lead a team of retirement plan administrators while maintaining oversight of qualified retirement plan administration and compliance. This role is ideal for a seasoned retirement plan professional who combines deep technical expertise with strong leadership skills and a passion for developing others. The Team Lead will be responsible for ensuring the accuracy and timeliness of team deliverables, supporting complex client needs, driving process improvements, and serving as a technical resource for both clients and internal team members.
The ideal candidate has extensive A-to-Z defined contribution plan administration experience within a Third-Party Administrator (TPA) environment, enjoys mentoring others, and thrives in a collaborative, client-focused environment.
As a Director of Plan Administration, you'll play a critical role in developing retirement plan professionals while ensuring exceptional service for our clients. You'll have the opportunity to mentor a talented team, solve complex technical challenges, contribute to process improvements, and grow your leadership career within a collaborative and client-focused organization.
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 Pacific time zone.
Key Responsibilities:
- Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work, productivity, and adherence to compliance deadlines.
- Oversee all aspects of qualified retirement plan administration and annual compliance for an assigned team of retirement plans.
- Review, authorize, and provide final quality assurance for team members' work, ensuring accuracy, consistency, and regulatory compliance.
- Track workloads, monitor project progress, and proactively manage deadlines to ensure timely completion of annual administration requirements.
- Coordinate with clients to request, obtain, and validate census data, financial information, and other required documentation.
- Serve as the primary escalation point for complex administrative, compliance, and client service issues.
- Draft and review non-standard correspondence, client communications, and technical reports.
- Review standard client correspondence and reporting prepared by team members.
- Review annual compliance testing, including nondiscrimination testing, coverage testing, top-heavy testing, and other required compliance analyses.
- Assist with and review Form 5500 preparation, including reconciliation of trust activity and plan assets.
- Partner closely with attorneys, actuaries, financial advisors, auditors, and internal stakeholders to resolve technical issues and support client needs.
- Provide consulting support during implementation of new retirement plans and assist with onboarding new clients.
- Identify opportunities to improve operational processes, increase efficiency, and enhance quality across the administrative team.
- Mentor and develop team members by providing ongoing coaching, technical guidance, performance feedback, and training.
- Stay current on ERISA, IRS, and Department of Labor regulations through continuing education, professional development, and company-sponsored training.
- Utilize Microsoft Outlook, Excel, Word, Adobe Acrobat, and other retirement plan administration software to effectively manage daily responsibilities.
Minimum Qualifications:
- 8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment.
- Active ASPPA or NIPA professional designation, (QKA, QPA, CPC, APA, APR, or equivalent).
- Minimum 2 years of experience leading, reviewing, and managing the work of other retirement plan administrators.
- Demonstrated experience reviewing technical work and maintaining accountability for team deliverables.
- Strong knowledge of ERISA, IRS, and Department of Labor regulations governing qualified retirement plans.
- Excellent client relationship management and communication skills.
- Strong analytical, mathematical, and accounting aptitude.
- Proven ability to prioritize competing deadlines while maintaining exceptional attention to detail.
- Excellent written and verbal communication skills.
- Strong problem-solving and critical thinking abilities.
- Commitment to delivering high-quality work and continuously improving processes.
- Proficiency with Microsoft Office Suite, particularly Excel, Outlook, and Word.
Preferred Qualifications:
- Experience administering defined contribution/defined benefit (DC/DB) combination plans.
- Experience leading or managing a remote team.
- Experience with retirement plan administration platforms such as PensionPro, ASC, Relius, FT Williams, Datair, or similar systems.
- Bachelor's degree in Accounting, Finance, Business Administration, Mathematics, or a related field.
Pay Transparency Statement:
The anticipated pay range for this position is $90,000-$120,000 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.