Retirement Plan Administrator, POL
Strongpoint Partners
full-time
Posted on:
Location Type: Remote
Location: Maryland • United States
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Salary
💰 $70,000 - $85,000 per year
About the role
- Manage a caseload of approximately 75 401(k) and cross-tested plans, handling A-Z administration (excluding loans, distributions, and plan documents/amendments)
- Oversee annual plan administration timelines including compliance testing, contribution calculations, and government reporting
- Perform and review ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing
- Coordinate year-end plan valuations and government filings, including asset reconciliation and trust accounting for plans maintained on recordkeeping platforms
- Review census data and reconcile participant account information including contribution receivables
- Read and interpret plan documents and amendments to ensure accurate plan administration
- Partner with clients to discuss plan design changes, contribution strategies, and regulatory updates
- Maintain awareness of evolving retirement plan legislation and industry best practices
- Utilize administration systems such as FT William and other technologies to support efficient plan management
- Provide responsive, high-quality client service and maintain strong client relationships
Requirements
- 5+ years of retirement plan administration experience
- Strong knowledge of Defined Contribution plan compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)
- Familiarity with cross-testing plan designs
- Experience working with administration platforms such as FT William preferred
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Strong organizational and project management skills with the ability to manage multiple deadlines
- Excellent written and verbal communication skills
- A collaborative team player with a strong client service mindset
- Analytical thinker with strong problem-solving and mathematical skills
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 & Tools
retirement plan administrationcompliance testingADP testingACP testing415 testing410(b) testingTop Heavy testing401(a)(4) testingplan document interpretationtrust accounting
Soft Skills
organizational skillsproject managementwritten communicationverbal communicationclient service mindsetcollaborationanalytical thinkingproblem-solvingmathematical skills