Retirement Plan Administrator, (UBP)

Strongpoint Partners•Melville, NY

3d•$75,000 - $95,000•Hybrid

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 role is an excellent opportunity for a self-starter who thrives in a remote work environment and is eager to grow with a firm that values innovation and excellence in client service. UBP offers a flexible, trusting, and balanced work environment that values technical excellence. The company culture focuses on achieving great work without sacrificing personal time, with no weekends, an extra day off before Thanksgiving, and the option for fully remote or in-office work. This position is based in UBP's office in Melville, NY, ideally following a hybrid work model, though full remote work will be considered for the right candidate.

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/CalcAir software.
ASPPA credentials (or in progress) strongly preferred.

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.