Retirement Plan Administrator, (SI Group)

Strongpointpartners; Honolulu (HI); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Comprehensive Benefits

Growth Opportunities

Job summary

Strongpoint Partners, based in Honolulu, Hawaii, is seeking client-service focused Retirement Plan Administrators of all levels. This role entails supporting the administration of qualified retirement plans with responsibilities in plan design, compliance testing, and client service.

The ideal candidates will demonstrate excellent analytical abilities and a strong customer service orientation. This position offers competitive pay, hybrid work options, and various inclusive benefits fostering professional growth.

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong analytical and organizational skills.
• Excellence in verbal and written communication.

Responsibilities

• Perform all aspects of retirement plan administration including compliance testing.
• Manage a caseload of retirement plans based on experience level.
• Maintain client relationships and deliver exceptional service.

Skills

Analytical skills

Attention to detail

Customer service orientation

Problem-solving skills

Communication skills

Education

Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Human Resources, or related field

Tools

Microsoft Excel

Job description

Who we are

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. 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).

About SI Group

Based in Honolulu, Hawaii, SI Group (SIG) has specialized in custom retirement plan solutions for almost 40 years. With unrivaled expertise and a commitment to the local marketplace, SIG believes in making retirement work for plan sponsors and participants across Hawaii and the Pacific Coast. SI Group is an operating partner of Strongpoint Partners, a leading tech‑enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary

SI Group, a Strongpoint Partner, is seeking client‑service focused Retirement Plan Administrators of all levels. This role is responsible for supporting the administration of qualified retirement plans, including plan design, compliance testing, client service, and ongoing plan consulting.

Successful candidates will demonstrate strong analytical skills, attention to detail, and a commitment to delivering exceptional client service. Depending on experience level, Administrators may manage their own caseloads, perform complex compliance testing, provide strategic consulting to clients, mentor team members, and contribute to departmental initiatives.

Due to a variety of administration needs, SI Group welcomes applications from both experienced retirement plan professionals and entry‑level candidates interested in building a career in retirement plan administration. Experience level will be considered when determining role level, responsibilities, and compensation.

Candidates local to Honolulu who can work an in‑person or hybrid schedule are strongly preferred; remote candidates in the Mountain or Pacific time zones will also be considered.

Key Responsibilities

• Perform or assist with all aspects of retirement plan administration, including plan design review, compliance testing, annual reporting, distributions, loans, and client service activities.
• Manage or support a caseload of retirement plans, with complexity and independence based on experience level.
• Serve as a primary or secondary point of contact for clients, advisors, and other business partners.
• Prepare, review, and communicate compliance testing results and required corrective actions.
• Research and resolve plan administration and compliance issues.
• Collaborate with team members to ensure timely and accurate completion of client deliverables.
• Participate in client meetings and consultations regarding plan operations, design, and compliance matters.
• Assist with process improvement initiatives and departmental projects.
• Utilize internal systems and technology to efficiently manage plan administration responsibilities.
• Attend team meetings, trainings, and professional development opportunities.
• Maintain a collaborative team approach by providing support where needed.
• Own stewardship of assigned client relationships and deliver exceptional service.
• Other duties as assigned.

Minimum Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Human Resources, or a related field, or equivalent combination of education and experience.
• Strong analytical, organizational, and problem‑solving skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and deadlines in a fast‑paced environment.
• Proficiency with Microsoft Office, particularly Excel.
• Strong attention to detail and commitment to accuracy.
• Demonstrated customer service orientation and professionalism.
• Ability to work independently and collaboratively within a team environment.

Preferred Qualifications

• Previous experience in retirement plan administration, employee benefits, financial services, accounting, payroll, or human resources.
• Experience administering defined contribution retirement plans.
• QKA, QKC, APA, ERPA, or other relevant industry certifications, or willingness to pursue certification.
• Experience with ASC, FT Williams, PensionPro, CRM systems, or other retirement administration software.
• Demonstrated ability to manage client relationships and provide consultative support.
• Experience mentoring team members, leading projects, or contributing to process improvements.
• Advanced knowledge of retirement plan compliance, testing, and plan design.
• Ability to act with integrity, anticipate client needs, continuously improve service delivery, and contribute positively to team success.

Pay Transparency Statement

The anticipated pay range for this position is $50,000–$100,000 annually.

Our Value‑Driven Employee Experience

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible and unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, and more.

Specific benefits and programs may vary by partner and position.