Senior Contracts Administrator
TSC
Manager, Retirement Plan Administration
Strongpoint Partners
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
Requirements
- Between 5 - 10 years of 401(k) retirement plan administration experience.
- Prior experience in a leadership position preferred.
- Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
- Excellent verbal, written, analytical, organizational skills and keen attention to detail.
- Excellent customer service skills.
- Strong math and/or accounting skills.
- Strong initiative, integrity, self-motivation, and results orientation.
- Strong analytical and problem solving skills.
- Strong MS Office experience, especially Excel and Word.
- ASPPA and/or NIPA credentials preferred.
- Experience with ASC software strongly preferred.
Benefits
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
401(k) retirement plan administrationADP testingACP testing415 testing410(b) testingTop Heavy testingnon-discrimination testingpayroll processingForm 5500 preparationIRS and DOL compliance
Soft skills
leadershipmentoringcustomer serviceanalytical skillsorganizational skillsproblem solvingattention to detailinitiativeintegrityself-motivation
Certifications
ASPPA credentialsNIPA credentials
