Combo Retirement Plan Administrator

The role

The Administrator will perform A-Z administration and independently manage a caseload of approximately 80 small combo plans. This role involves working with in-house actuaries, maintaining client relationships, and performing plan design and testing.

What you will do

• Perform A-Z administration and manage a caseload of approximately 80 small combo plans
• Understand and interpret elements of DB/Cash Balance Plan actuarial valuation
• Communicate issues to in-house actuaries and clients
• Prepare Annual Valuation packages including reports, notices, and IRS forms
• Perform PBGC Comprehensive Premium Filings
• Plan design for existing and potential new clients
• Perform, review, and correct annual non-discrimination testing
• Review reports, tax forms, notifications, disclosures, and legal documents
• Calculate projections and contribution requirements
• Prepare distribution calculations and review distribution forms

Required qualifications

• Minimum of 5 years experience in administration of qualified combo plans
• Bachelor’s Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics or other related fields
• Highly organized and extremely detail-oriented
• Ability to work well with others and be a team player in a fast-paced environment
• Ability to prioritize and multi-task
• Passion for client service
• Ability to work independently in a remote work environment

Nice to have

• ASPPA and/or NIPA credentials
• Willingness to work towards credentials
• Experience with Relius and FT William benefits software

Benefits

• 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

About the company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. It offers integrated retirement third party administration, recordkeeping, payroll, and HR solutions.