Senior Retirement Plan Administrator (POL)

Who we are:

Strongpoint Partners is 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. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com .

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.

What you'll do:

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

Who you are

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

Experience with FT William preferred but not required

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

ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials

Pay Transparency Statement:

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the p…