Retirement Plan Administrator, (UBP)

Strongpoint Partners•Melville, NY

10h•$70,000 - $80,000•Remote

About The Position

United Benefit Pensions (UBP), a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator to take full ownership of a caseload of defined contribution retirement plans. The ideal candidate will be confident in administering 401(k) and cross-tested plans from start to finish, possess a strong command of compliance testing, and demonstrate a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service. At UBP, the team values flexibility, trust, and balance, operating in a relaxed, supportive environment where professionals can manage their schedules and finish the day by 4 PM. The culture focuses on achieving great work without sacrificing personal time, with no weekends, an extra day off before Thanksgiving, and the option to work fully remote or in-office. This is a fully remote position that can be performed from anywhere within the United States, with a preference for candidates in the Central & Eastern time zones.

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.
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.
Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).

Nice To Haves

Proficient in Datair software
ASPPA credentials (or in progress)

Responsibilities

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.