DC Plan Administrator

The role

You will independently manage and administer a caseload of retirement plans. You will perform compliance testing, prepare annual valuations, and ensure operational compliance with ERISA rules.

What you will do

• 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

Required qualifications

• Experience administering defined contribution retirement plans
• Strong understanding of ERISA rules and retirement plan compliance
• Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam

Nice to have

• Experience as a Combo Cash Balance / Defined Contribution (CB/ DC ) Administrator

Benefits

• Flexible PTO, including flexible & unlimited options
• Health, dental, vision, life, and disability coverage
• Incentive bonus programs
• Flexible hours

About the company

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