Strongpoint Partners

Retirement Plan Administrator, RCPG

Strongpoint Partners

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $65,000 - $85,000 per year

Job Level

Mid-LevelSenior

Tech Stack

RPA

About the role

  • 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.

Requirements

  • 3-5+ years of retirement plan experience.
  • Business degree from an accredited college or university or equivalent.
  • 3+ years of client services experience.
  • Experience with retirement administration systems - ASC preferred.
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software.
  • Must be organized and detail-oriented.
  • Exceptional approach to client service focusing on communications, timely solutions, and client needs.
  • Team player, collaborative, able to work with and through others.
  • Strong verbal and written communication skills.
  • Ability to work well under pressure with multiple priorities and deadlines.
  • Excellent analytical and problem-solving skills.
  • Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.
  • Prior experience with ASC strongly preferred.