Remote 401(k) Operations Associate

Strongpoint Partners; United States; Remote; USD 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid/Remote options

Flexible PTO

Inclusive environment

Growth opportunities

Comprehensive benefits

Job summary

Strongpoint Partners, a tech-enabled retirement services platform, seeks a detail-oriented Retirement Operations Associate to support day-to-day 401(k) plan administration, focusing on participant transactions and client service. This fully remote role requires accommodation of a Mountain Time schedule (Mon-Fri, 8:30am-5:30pm MT) across the United States.

The position emphasizes accuracy, collaboration, and problem-solving in a fast-paced environment, with opportunities to grow within Jocelyn

Qualifications

• Strong verbal and written communication with attention to detail.
• Excellent organizational and multitasking abilities.
• Proficiency in Microsoft Excel and Word.

Responsibilities

• Review and process participant loan and distribution requests, including hardship withdrawals and RMDs.
• Verify participant eligibility for loans and distributions.
• Calculate loan repayment schedules and tax withholdings.
• Prepare daily cash reconciliations and resolve discrepancies.
• Respond to inquiries from plan sponsors and participants about loans, distributions, and 401(k) operations.
• Monitor emails and calls, providing timely support to sponsors and participants.
• Communicate plan rules and processing timelines clearly.
• Identify opportunities to improve workflows and service delivery.
• Research and resolve participant and plan issues with accuracy and customer service.
• Collaborate with internal teams to ensure smooth daily operations.

Skills

Communication

Organization

Analytical skills

Excel

Word

Multitasking

Problem solving

Technology adaptability

Customer service

Tools

Sungard Relius

Schwab RT

Job description

Strongpoint Partners, a tech-enabled retirement services platform, seeks a detail-oriented Retirement Operations Associate to support day-to-day 401(k) plan administration, focusing on participant transactions and client service. This fully remote role requires accommodation of a Mountain Time schedule (Mon-Fri, 8:30am-5:30pm MT) across the United States.

The position emphasizes accuracy, collaboration, and problem-solving in a fast-paced environment, with opportunities to grow within Jocelyn