Retirement Plan Administrator, (HSR)

Strongpoint Partners

4d • $60,000 - $70,000 • Remote

About The Position

Howard-Simon Retirement, a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of defined contribution retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess 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. This is a fully remote position and can be performed from anywhere within the United States. Preference will be given to those in the Central & Eastern time zone(s).

Requirements

• Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
• 2+ 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 Relius software, (preferred).
• 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.

Benefits

• Health, dental, vision, life, and disability coverage.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Incentive bonus programs
• Flexible hours

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level