Strongpoint Partners

Administration

• Partner with the external wholesaler(s) to generate new business and support ongoing advisor relationships.
• Proactively identify and cultivate new advisor and referral-source relationships through outreach, marketing campaigns, and partnership activities.
• Respond to advisor inquiries regarding plan design, services, fees, and the overall TPA value proposition.
• Prepare and deliver proposals, illustrations, and support materials for new plan opportunities and takeover plans.
• Track and follow up on all leads, ensuring timely communication and movement through the sales pipeline.
• Coordinate with internal teams – including plan administration, onboarding, and technical specialists – to ensure smooth and accurate handoff of new business.
• Maintain CRM records, update activity notes, and monitor pipeline metrics.
• Assist with webinars, industry events, and marketing initiatives to promote the firm’s services.
• Stay current on retirement plan trends, compliance topics, and competitive positioning within the marketplace.
• Other duties as assigned.

Internal Wholesaler, Retirement 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.
• 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.

Retirement Plan Administrator

Recruitment

• Lead full-cycle recruitment for a variety of roles across partner organizations, including job postings, sourcing (as needed), interviewing, selection, onboarding, and orientation.
• Partner with business leaders and hiring managers to understand workforce plans, define role requirements, and develop targeted recruiting strategies.
• Manage and optimize applicant tracking and HRIS systems (preferably Greenhouse and Dayforce) to ensure accurate data, reporting, and a seamless candidate experience.
• Collaborate with the Talent Acquisition Coordinator on sourcing high-quality candidates through multiple channels, including job boards, professional networks, social media, and proactive outreach to passive talent.
• Build and maintain a diverse talent pipeline to support current and future hiring needs.
• Promote Strongpoint’s employer brand and employee value proposition through consistent messaging and engagement strategies.
• Apply inclusive recruiting practices to attract and hire diverse candidates, supporting company-wide DEI goals.
• Utilize recruitment analytics and metrics (e.g., time-to-fill, cost-per-hire, quality-of-hire) to measure effectiveness and drive continuous improvement.
• Conduct behavioral and competency-based interviews to evaluate candidates for both technical skills and cultural fit.
• Execute assessments for candidates to ensure a cultural fit with Strongpoint.
• Provide hiring managers with guidance on interview best practices, candidate evaluation, and selection decisions.
• Ensure compliance with employment laws and maintain confidentiality of all candidates and company information.
• Develop and deliver regular reports (email or verbal) to the hiring managers on recruiting performance and talent trends.
• Collaborate with People team, including payroll, and hiring managers to ensure a smooth onboarding experience and positive transition for new hires.
• Demonstrate adaptability and problem-solving skills in addressing shifting priorities and hiring challenges.
• Deliver exceptional customer service to internal stakeholders with professionalism, diplomacy, and compassion.
• Contribute to team initiatives with a positive, organized, and results-oriented approach.
• Other duties as assigned.

Talent Acquisition Manager

• Administer full-cycle (A-Z) plan operations for 65–75 401(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.

Accounting Manager

• Manage the full AP/AR cycle, including processing client invoices, vendor payments, and collections.
• Prepare, deliver, and oversee client invoicing schedules, working with a Billing Specialist to ensure accuracy and timeliness.
• Monitor collections, resolve billing inquiries, and maintain accurate client account records.
• Identify and bill for special service work outside of regular schedules.
• Act as the first point of contact for billing-related questions.
• Reconcile deposits, credit card transactions, and ACH payments in Sage Intacct (ERP).
• Record journal entries for payments received from clients, investment providers, and recordkeepers.
• Reconcile the operating bank account and support internal control processes.
• Process vendor invoice approvals and payments using Bill.com.
• Collaborate with colleagues across finance, operations, and logistics to align processes.
• Manage and support a Billing Specialist responsible for routine invoicing and deposits.
• Contribute to ad hoc projects and process improvement initiatives.
• Other duties as assigned.

Accounting Specialist

• Lead, mentor, and manage a team of Retirement Plan Administrators, supporting their development and ensuring high performance.
• Serve as a resource and escalation point for your team, offering guidance on complex client matters.
• Identify opportunities for process improvement and contribute to the firm's operational and strategic growth.
• Stay informed on industry trends, regulatory updates, and best practices to guide both clients and team members.
• Provide timely, superior customer service, including problem solving and issue resolution for a caseload of retirement plan clients.
• Maintain client relationships with a high client retention rate.
• Responsible for all aspects of valuation reports, participant statements, and annual testing.
• Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g).
• Provide effective verbal and written communications in a clear, concise, and informative manner.
• Assist Plan Documents Team with plan design and document questions, including understanding IRS and DOL regulations.
• Assist clients in meeting all IRS and DOL deadlines necessary for qualified retirement plan.
• Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions.
• Assist Operations Team with payroll processing and compliance questions.
• Review participant distribution and loan requests and assist Distribution and Loan Team with all compliance related questions for distributions and loans.
• Review, prepare, and help ensure timely filing of Form 5500’s for each client.
• Assist auditors if a plan is subject to annual audit.
• Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit.
• Other duties as assigned.

Manager, Retirement Plan Administration

Consultant

• Independently manage 30-40 high-profile 401(k) and cross-tested plans
• Provide oversight and support for an additional 70-80 plans managed by other team members
• Serve as the primary client contact, delivering expert-level guidance on plan design, compliance, and strategic considerations
• Monitor legislative and regulatory changes and proactively advise clients on plan impacts
• Perform all compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing
• Conduct advanced cross-testing to develop cost-efficient, compliant plan strategies
• Oversee trust accounting to support accurate Form 5500 filings and financial reporting
• Partner with auditors to prepare financial statements and Schedule H requirements
• Leverage industry software (ASC, DATAIR, Relius, PensionPro) and identify technology-driven process improvements
• Supervise, mentor, and train team members and foster a collaborative, growth-oriented team culture

Senior Pension Consultant/Team Lead

Bookkeeper

• Serve as the go-to expert and trusted partner for a portfolio of up to 150 clients.
• Ensure businesses run smoothly and employees are paid accurately.
• Act as primary point of contact for client inquiries, providing guidance, troubleshooting issues, and delivering proactive support.
• Manage payroll cycles, employee management, GL reconciliation, time & attendance, and accrual maintenance.
• Troubleshoot payroll software issues and communicate solutions confidently.
• Handle escalated or complex payroll situations and own the outcome.
• Maintain up-to-date industry knowledge and monitor regulatory changes.
• Assist with department projects, client initiatives, and cross-departmental collaboration.
• Support integrations with HRIS, timekeeping systems (SwipeClock), General Ledger platforms, and Retirement providers.
• Contribute to client retention and overall growth by delivering high-quality service.

Payroll Client Success Specialist

• RPCG (Strongpoint Partner) seeking senior-level Retirement Plan Administrator with strong plan design, compliance, and client relations expertise.
• Partner with an existing Sr. Plan Administrator to perform all levels of administration and work closely with management on testing.
• Manage and perform A-Z administration for a caseload of small to midsize plans (census completion, recordkeeping, reconciliation, compliance testing, client service).
• Maintain industry knowledge and keep up to date with changing 401(k) legislative requirements.
• Provide superior client service, responsiveness and communication; own stewardship of assigned business relationships.
• Utilize administration systems ASC and other technologies to maximize efficiencies.
• Read and interpret legal plan documents and amendments; discuss plan design changes and options with clients.
• Review and import census data and reconcile participant account data, including receivable contributions.
• Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
• Maintain team approach by assisting in appropriate areas; other duties as assigned.

Internal Wholesaler, Retirement Administration

Retirement Plan Administrator

Talent Acquisition Manager

Retirement Plan Administrator

Accounting Specialist

Manager, Retirement Plan Administration

Senior Pension Consultant/Team Lead

Payroll Client Success Specialist

Retirement Plan Administrator, RCPG