Retirement Plan Administrator, (SI Group)

The role

This person will support the administration of qualified retirement plans including plan design, compliance testing, and client service. They will manage caseloads, provide strategic consulting, and perform compliance testing.

What you will do

• Perform or assist with retirement plan administration including plan design review, compliance testing, annual reporting, distributions, and loans.
• Manage or support a caseload of retirement plans.
• Serve as a primary or secondary point of contact for clients, advisors, and business partners.
• Prepare, review, and communicate compliance testing results and corrective actions.
• Research and resolve plan administration and compliance issues.
• Collaborate with team members to ensure timely and accurate completion of client deliverables.
• Participate in client meetings and consultations regarding plan operations, design, and compliance.
• Assist with process improvement initiatives and departmental projects.
• Utilize internal systems and technology to manage plan administration.
• Attend team meetings, trainings, and professional development opportunities.

Required qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Human Resources, or a related field, or equivalent combination of education and experience.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency with Microsoft Office, particularly Excel.
• Strong attention to detail and commitment to accuracy.
• Demonstrated customer service orientation and professionalism.
• Ability to work independently and collaboratively within a team environment.

Nice to have

• Previous experience in retirement plan administration, employee benefits, financial services, accounting, payroll, human resources, or a related field.
• Experience administering defined contribution retirement plans.
• QKA, QKC, APA, ERPA, or other relevant industry certifications, or willingness to pursue certification.
• Experience with ASC, FT Williams, PensionPro, CRM systems, or other retirement administration software.
• Demonstrated ability to manage client relationships and provide consultative support.
• Experience mentoring team members, leading projects, or contributing to process improvements.
• Advanced knowledge of retirement plan compliance, testing, and plan design.
• Ability to act with integrity, anticipate client needs, continuously improve service delivery, and contribute positively to team success.

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.

Before you apply

• Candidates must be local to Honolulu.

About the company

Strongpoint Partners is a tech-enabled retirement services platform. SI Group is an operating partner of Strongpoint Partners and has specialized in custom retirement plan solutions for almost 40 years.