Retirement Plan Administrator, (UBP)

Strongpoint Partners; New York (NY); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

United Benefit Pensions, a Strongpoint Partner, seeks a skilled Retirement Plan Administrator to own a caseload of defined contribution plans. You will manage 401(k) and cross-tested plans from start to finish, with strong compliance testing and client-focused service.

This remote-friendly role offers a hybrid option with a Melville, NY base and a culture that values flexibility, trust, and work-life balance.

Qualifications

• Bachelor's degree in Business, Finance, Mathematics, or related field.
• 2-5+ years of retirement plan administration experience.
• Deep understanding of regulatory compliance and testing standards.
• Knowledge of ERISA regulations.
• Proficiency with Datair/CalcAir software (preferred).
• Strong communication and organizational abilities.
• Detail-oriented with solid math/accounting skills.
• Able to thrive in a fast-paced remote environment.
• ASPPA credentials (or in progress) strongly preferred.

Responsibilities

• Administer full-cycle plan operations for 401(k) and cross-tested plans.
• Conduct compliance testing including ADP/ACP, 415, 410(b), Top Heavy, 401(a)(4).
• Coordinate year-end valuations and interpret plan documents.
• Process participant transactions such as loans, hardships, distributions.
• Prepare and file IRS/government forms including 5500, 8955, 5330.
• Reconcile plan assets and complete trust accounting tasks.
• Import and manage census and participant data.
• Recommend plan design changes to ensure ongoing compliance and client satisfaction.
• Communicate with clients on plan administration issues clearly.

Skills

Communication

Detail-oriented

Project management

Remote work experience

Education

Bachelor's degree in Business, Finance, Mathematics, or related field

Tools

Datair/CalcAir

Job description

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. 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 United Benefit Pensions, (UBP)

Based in Melville, New York, UBP's team has built a reputation for delivering personalized service to each of their clients, endeavoring to give them a roadmap to retirement success. UBP is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

United Benefit Pensions, (UBP), a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of defined contribution retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service.

At UBP, you’ll join a team that values flexibility, trust, and balance just as much as technical excellence. We operate in a relaxed, supportive environment where you’re treated like a professional - able to manage your schedule, step out for life’s appointments, and still wrap up the day at 4 PM right along with the rest of us. We’ve built a culture focused on getting great work done without sacrificing your personal time: no weekends, an extra day off before Thanksgiving, and the option to work fully remote or in-office. If you enjoy collaborating with colleagues, partnering with clients, and contributing to a team that truly respects your time and expertise, you’ll feel right at home here.

PLEASE NOTE: This role is based in UBP's office in Melville, NY and ideally follows a hybrid work model; however, full remote work will be considered for the right candidate.

Key Responsibilities:

• Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans.
• Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
• Coordinate year-end valuations and interpret plan documents.
• Process participant transactions such as loans, hardships, and distributions.
• Prepare and file IRS/government forms including 5500, 8955, and 5330.
• Reconcile plan assets and complete trust accounting tasks.
• Import and manage census and participant data.
• Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.
• Communicate with clients on plan administration issues with clarity and professionalism.
• Leverage internal systems and technology to streamline processes and improve accuracy.
• Other duties as assigned.

Qualifications:

• Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
• 2-5+ years of experience in retirement plan administration, preferably in a TPA environment.
• Deep understanding of regulatory compliance and testing standards.
• Knowledge of ERISA regulations.
• Proficient in Datair/CalcAir software, (preferred).
• Skilled communicator with strong organizational and project management abilities.
• Detail-oriented with solid math/accounting skills.
• Able to thrive in a fast-paced, remote work environment.
• ASPPA credentials (or in progress) strongly preferred.

P ay Transparency Statement:

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

Our Value-Driven Employee Experience:

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & 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.

**Specific benefits and programs may vary by partner and position.