Combo Retirement Plan Admin

Overview
Position Summary : Strongpoint Partners is looking for a new team member to join us as a Retirement Combo Plan Administrator. Our employees are team players, well organized, and able to multi-task and work well under pressure. As a full-time Administrator, you will have opportunities to work closely with in-house actuaries, maintain client relationships and be part of a creative plan benefits team.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.

Key Responsibilities:

• Ability to perform A-Z administration and to independently manage a caseload of approximately 80 small combo plans.
• Understand and interpret elements of DB/Cash Balance Plan actuarial valuation & be bale to communicate issues to in-house actuaries and clients
• Prepare Annual Valuation packages for all assigned plans, including the following: Annual Valuation Report, Annual Funding Notices, Letters for the Valuation package, Actuarial Certifications, IRS Form 5500 and related schedules, Additional IRS forms (i.e., 5330, 8955-SSA, etc.) and schedules.
• PBGC Comprehensive Premium Filings.
• Plan design for existing and potential new clients.
• Perform, review, and correct annual non-discrimination testing for stand-alone DB/Cash Balance Plans and combination DB/DC plans. This includes but is not limited to: 410(b), 401(a)(4), 401(a)(26), and gateway testing.
• Review all reports, tax forms, notifications, disclosures, legal documents, etc. that are sent to the client or a government agency.
• Calculate projections and contribution requirements.
• Prepare distribution calculations and review distribution forms prepared for terminated employees.
• Research technical and regulatory issues related to client’s plans.
• Maintain a positive and proactive relationship with clients and contacts, including plan upkeep and advising clients on technical and regulatory requirements.
• Continue education through webcasts and ASPPA exams.
• Other duties as assigned.

Required Qualifications:

• Minimum of 3-5 years experience in administration of qualified combo plans.
• Highly organized and extremely detail-oriented.
• Ability to work well with others and be a team player in a fast-paced environment.
• Ability to prioritize and multi-task.
• Passion for client service.
• Ability to work independently in a remote work environment.

Preferred Qualifications:

• ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials.
• Experience with Datair software is preferred.

Pay Transparency Statement:

The anticipated pay range for this position is $70,000-$95,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Job Types: Full-time, Permanent

Pay: $70,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Work Location: Remote