Senior Retirement Plan Administrator (POL)

Strongpoint Partners•Baltimore, MD

1d•$80,000 - $90,000•Hybrid

About The Position

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Pollard & Associates (Pollard), a Strongpoint Partner, is seeking an experienced Senior Plan Administrator. The Senior Plan Administrator is responsible for overseeing a caseload of clients, including managing annual workflow/administrative deadlines, compliance testing, contribution calculations, government reporting, and responding to day-to-day client inquiries. This position will perform all levels of compliance testing and government reporting, and provide guidance to clients on plan design, contribution structure, and evolving legislative requirements. This is a great opportunity for a motivated candidate who wants to further their knowledge of qualified plan design, compliance and administration, and support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

Requirements

10+ years of retirement plan experience
Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements
Ability to perform accrual-based trust accounting for Form 5500 purposes
Proficiency in MS Office, including Word, Excel, Outlook
Ability to utilize and keep current CRM software
Organized individual able to set priorities, meet deadlines, and be detail-oriented
Exceptional approach to client service focusing on communications, timely solutions, and client needs
Team player, collaborative, able to work with and through others
Strong verbal and written communication skills internally and externally
Ability to work well under pressure with multiple priorities and deadlines
Excellent analytical and problem-solving skills; strong math and/or accounting skills
Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team

Nice To Haves

Experience with FT William preferred but not required
ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials

Responsibilities

Independently manage a caseload of 75+ 401(k) and cross-tested plans of A-Z administration (exclusive of loan & distribution processing & plan documents/amendments).
Maintain industry knowledge and share information with client and team members
Keep up to date with changing 401(k) legislative requirements
Provide superior client service, responsiveness and communication
Utilize administration systems (FT William) and other technologies to maximize efficiencies
Read and interpret legal plan documents and amendments
Discuss plan design changes and options with clients
Review and import census data and reconcile participant account data, including “receivable” contributions
Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
Coordinate year-end valuation and government reporting, including asset reconciliation/Trust Accounting for plans maintained on recordkeeping platforms