Strongpoint Partners

Administration

• Administer full-cycle (A-Z) plan operations for a book of 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.
• 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.

Retirement Plan Administrator

• Perform or assist with all aspects of retirement plan administration, including plan design review, compliance testing, annual reporting, distributions, loans, and client service activities.
• Manage or support a caseload of retirement plans, with complexity and independence based on experience level.
• Serve as a primary or secondary point of contact for clients, advisors, and other business partners.
• Prepare, review, and communicate compliance testing results and required 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 matters.
• Assist with process improvement initiatives and departmental projects.
• Utilize internal systems and technology to efficiently manage plan administration responsibilities.
• Attend team meetings, trainings, and professional development opportunities.
• Maintain a collaborative team approach by providing support where needed.
• Own stewardship of assigned client relationships and deliver exceptional service.
• Other duties as assigned.

Account Manager

• Provide oversight for a diverse portfolio of defined contribution retirement plans, including owner-only plans, safe harbor plans, cross-tested plans, ESOPs, and large audited plans.
• Ensure timely and accurate completion of annual compliance testing, Form 5500 filings, participant disclosures, and all required regulatory reporting.
• Serve as a technical resource and escalation point for complex compliance, operational, and plan design matters.
• Support Plan Administrators through annual audits, IRS and Department of Labor examinations, plan corrections, voluntary compliance programs, and plan terminations.
• Consult on merger and acquisition activity impacting retirement plans, providing guidance on plan mergers, asset transfers, and operational integration requirements.
• Monitor legislative and regulatory developments and communicate implications to clients, advisors, and internal teams.
• Establish and maintain operational procedures, quality control standards, and best practices that promote consistency and scalability.
• Serve as a resource for Strongpoint's affiliated TPA partner firms during periods of capacity constraints, staffing transitions, or other operational needs.
• Coordinate temporary or transitional administration services for partner firm clients while maintaining service continuity and client satisfaction.
• Collaborate closely with partner firm leadership to facilitate seamless transitions of plan administration responsibilities.
• Act as a technical consultant and operational resource for partner firms facing complex plan issues, regulatory challenges, or administrative questions.
• Foster strong relationships across the Strongpoint partner network while respecting and preserving existing client and advisor relationships.
• Maintain transparency with Strongpoint leadership regarding resource allocation, portfolio management, and partner support activities.

Director of TPA Operations – Strategic Partnerships

Actuary

• Perform and review actuarial valuations for Defined Benefit / Cash Balance plans in accordance with IRS laws and regulations.
• Prepare and review annual non-discrimination testing for qualified pension plans including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans.
• Review PBGC filings and notices.
• Certify contribution and asset amounts for AFTAP.
• Prepare and review annual FASB reports.
• Prepare and review distribution packages and annual participant statements.
• Prepare, review, and deliver government form filings in a timely manner, (e.g., IRS & DOL form 5500, Schedule SB, etc.).
• Prepare preliminary design studies and projections that will meet all nondiscrimination requirements.
• Prepare, review, and consult regarding plan termination filings with IRS and PBGC.
• Represent clients in audits with IRS, PBGC and DOL, P/T Exemption and VCP Filings.
• Lead and/or participate in retirement plan consulting projects.
• Direct client contact and new business development is at your discretion and will be rewarded, but not required.
• Ability to work in energized, fast-paced environment.
• Other duties as assigned.

Enrolled Actuary, Cash Balance Actuaries

Human Resources

• Design, manage, and continuously improve the end-to-end onboarding experience for all new hires, including pre-boarding communications, orientation, and appropriate check-ins.
• Configure and maintain onboarding workflows in Dayforce, ensuring all tasks, documents, and system access are triggered accurately and on time.
• Coordinate with IT, Payroll, Benefits, and department managers to ensure seamless readiness for each new hire start date.
• Track completion of onboarding milestones and identify gaps or areas for improvement.
• Process and audit all employee change transactions in Dayforce, including promotions, lateral transfers, department changes, compensation adjustments, title changes, and reporting-line updates.
• Serve as the primary Dayforce system administrator for the HR team, including configuration, troubleshooting, user access management, and ongoing optimization.
• Lead the implementation of new Dayforce modules and system enhancements, partnering with vendors, IT, and stakeholders to ensure successful deployment and adoption.

HR Operations Specialist

Attorney

• Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 457(b) plans.
• Prepare plan restatements, amendments, board resolutions, and adoption agreement updates.
• Maintain and update summary plan descriptions (SPDs) and related addenda.
• Ensure documents comply with ERISA, IRS qualification requirements, and evolving regulatory guidance.
• Support plan mergers and terminations, including preparation of required documentation.
• Prepare administrative committee charters and fiduciary acceptance letters.
• Interpret plan documents to ensure accurate operational application.
• Prepare executive summaries of plan provisions to support client discussions and plan design decisions.
• Stay current on legislative and regulatory changes impacting retirement plans and advise internal teams accordingly.
• Research complex technical questions and provide clear, actionable insights.
• Identify and evaluate operational and document errors; recommend correction methods and prepare required filings (e.g., EPCRS).
• Review domestic relations orders for QDRO compliance and administrative feasibility.
• Draft correspondence summarizing findings, documents, and recommendations.
• Serve as a subject matter expert on plan language and participant disclosures.
• Track and manage document-related compliance deadlines to ensure timely completion.
• Review documents and communications to ensure consistency across all materials.
• Prepare administrative forms and supporting documentation as needed.

ERISA Attorney, CQ

• 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
• Communicate effectively with clients, advisors, and internal team members

Retirement Plan Administrator

Retirement Plan Administrator

Director of TPA Operations – Strategic Partnerships

Enrolled Actuary, Cash Balance Actuaries

HR Operations Specialist

ERISA Attorney, CQ

DC Plan Administrator