Strongpoint Partners

Retirement Plan Administrator

Strongpoint Partners

full-time

Posted on:

Location Type: Remote

Location: Remote • New York • 🇺🇸 United States

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Salary

💰 $70,000 - $84,000 per year

Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
  • 2-5+ years of experience in retirement plan administration, preferably in a TPA environment.
  • Deep understanding of regulatory compliance and testing standards.
  • Knowledge of ERISA regulations.
  • Proficient in Datair software, (preferred).
  • Skilled communicator with strong organizational and project management abilities.
  • Detail-oriented with solid math/accounting skills.
  • Able to thrive in a fast-paced, remote work environment.
  • ASPPA credentials (or in progress) strongly preferred.
  • Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).
Benefits
  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Unlimited 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
compliance testingADP/ACP testing415 testing410(b) testingTop Heavy testing401(a)(4) testingtrust accountingdata managementIRS form preparationplan design evaluation
Soft skills
communicationorganizational skillsproject managementdetail-orientedprofessionalismclient satisfactionproblem-solvingadaptabilitytime managementinterpersonal skills
Certifications
Bachelor's degreeASPPA credentials