Retirement Plan Administrator, (SI Group)

Strongpoint Partners; Honolulu (HI); Remote; USD 65,000 - 75,000; Full time

Job summary

A strong tech-enabled financial services company seeks a Retirement Plan Administrator in Honolulu. This position requires overseeing various retirement plans' administration, focusing on compliance and client service while collaborating with a team. Ideal candidates will have strong analytical skills and relevant experience in retirement plans.

Benefits

Flexible Workplace

Competitive PTO

Inclusive Environment

Development Opportunities

Comprehensive Benefits

Workplace Perks

Qualifications

• 3-5+ years of retirement plan experience with defined contribution plans.
• 3-5+ years of client services experience.
• Detail-oriented and organized individual.

Responsibilities

• Manage A-Z administration of a caseload of retirement plans.
• Provide strategic guidance and assist in defining goals.
• Support other plan administrators in client requirements.

Skills

Client service

Analytical skills

Communication

Problem-solving

Education

Bachelor's degree from an accredited college or university

QKA or similar industry certification

Tools

CRM software

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

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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 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), and CRP – California Retirement Plans ("CRP"), 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.

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 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), and CRP – California Retirement Plans ("CRP"), 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.

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 their 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 a skilled and client-service focused Mid-Level or Senior Retirement Plan Administrator. As a member of the Client Services Team, the Retirement Plan Administrator has a diverse knowledge of plan design, compliance, and client relations. This position will perform all levels of testing and provide guidance to team members and clients.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our team, preference will be given to local candidates able to work a hybrid schedule and/or candidates in the Mountain and Pacific time zones. Candidates being considered in a remote capacity must be willing to work HST/PST hours, as needed.

Key Responsibilities:

• Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases.
• Serve as a guide to other plan administrators in supporting client requirements.
• Initiate and participate in process improvements.
• Complete leadership and/or project management courses.
• Provide strategic guidance and assist in defining strategic goals.
• Efficiently utilize technology to perform the duties of this position.
• Attend staff meetings and trainings as requested.
• Maintain team approach by assisting in areas appropriate for this position.
• Own stewardship of all assigned business relationships.
• Other duties as assigned.
  
  

Qualifications:

• QKA or similar industry certification.
• Bachelors degree from an accredited college or university, (or equivalent).
• 3-5+ years of retirement plan experience with defined contribution plans.
• 3-5+ years of client services experience.
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software; experience with ASC and/or FT Williams preferred.
• Must be organized and 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.
• Ability to work well under pressure with multiple priorities and deadlines.
• Excellent analytical and problem-solving 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.
• +++Added bonus if you have experience with DB/CB plans and/or QPA.
  
  

Pay Transparency Statement:

The anticipated pay range for this position is $65,000-$75,000 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.

Our Value-Driven Employee Experience:

• Flexible Workplace
• Competitive PTO
• Inclusive Environment
• Development Opportunities
• Comprehensive Benefits
• Workplace Perks

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Technology, Information and Internet

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