Job Description

Retirement Plan Administrator, (PCI)

Strongpoint Partners is a 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. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSI"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), and Allied Consultants, Inc. ("ACI"), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.

About Pension Consultants, (PCI): Based in Farmington, Connecticut, Pension Consultants (PCI) is a leader in the field of 401(k), Cash Balance, and combo-plan retirement plan administration. PCI is made up of experienced consultants, actuaries, and support staff who build cost-effective, flexible, and trouble-free retirement plans. PCI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Pension Consultants, (PCI), a Strongpoint Partner, is seeking an experienced DC ERISA Plan Administrator for our growing TPA Firm. The Plan Administrator will be responsible for complete administration of a caseload including census and asset reconciliation, contribution allocations, non-discrimination testing, valuation reporting, distributions, Form 5500 and communication.

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 Central & Eastern time zone(s).

Key Responsibilities:

• Administer full-cycle (A-Z) plan operations for 6575 401(k) and cross-tested retirement plans.
• Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
• Coordinate year-end valuations and interpret plan documents.
• Process participant transactions such as loans, hardships, and distributions.
• Prepare and file IRS/government forms including 5500, 8955, and 5330.
• Reconcile plan assets and complete trust accounting tasks.
• Import and manage census and participant data.
• Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.
• Communicate with clients on plan administration issues with clarity and professionalism.
• Leverage internal systems and technology to streamline processes and improve accuracy.
• Other duties as assigned.

Qualifications:

• Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
• 3-5+ years of experience in retirement plan administration, preferably in a TPA environment.
• Deep understanding of regulatory compliance and testing standards.
• Knowledge of ERISA regulations.
• Proficient in Relius Administration software, (preferred).
• Skilled communicator with strong organizational and project management abilities.
• Detail-oriented with solid math/accounting skills.
• Able to thrive in a fast-paced, remote work environment.
• ASPPA credentials (or in progress) strongly preferred.
• Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc).

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.
• Unlimited 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.

Job Tags

Similar Jobs