Retirement Plan Manager; 3(16) Services

Strongpoint Partners; Chicago (IL); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Flexible PTO

Hybrid/Remote options

Comprehensive benefits

Incentive bonus programs

Career growth

Job summary

Strongpoint Partners in Chicago seeks a 3(16) fiduciary administrator to serve as the primary contact for a portfolio of fiduciary clients, handling eligibility, contribution monitoring, and participant notices while ensuring ERISA compliance.

You will collaborate with sponsors, auditors, and internal teams to ensure timely fiduciary actions, maintain plan records, and support plan transitions and audits with Pension Pro documentation. Strong communication and organization are essential.

Qualifications

• Demonstrated success managing 75-100 plans or relationships.
• Experience in a high-volume, customer-relationship-driven environment with high attention to detail and strong organizational skills.
• Ability to multitask and frequently pivot priorities.
• Strong working knowledge of plan operations (eligibility, loans, distributions, compliance testing, and filings).

Responsibilities

• Act as the main point of contact for a portfolio of 3(16) fiduciary clients.
• Take on identified aspects of delegated fiduciary responsibilities, including contribution monitoring and delivery of participant notices.
• Participate in regular plan governance and fiduciary review meetings with sponsors and advisors.
• Partner with internal teams to ensure timely and accurate execution of fiduciary actions.
• Maintain eligibility, contribution files, and participant notice delivery to support ERISA compliance through Pension Pro documentation.
• Provide assistance with employee data during the process of plan transitions, mergers, or terminations as the 3(16) fiduciary administrator.
• Assist with annual audit responses as required.
• Handle recordkeeper maintenance, including adding new employee information and termination dates.
• Manage emails and overall customer and participant communications in a timely manner.

Skills

Plan administration

Fiduciary management

Client relationship

Attention to detail

Communication skills

Multitasking

Excel reporting

Education

Bachelor's degree in Business, Finance, Accounting

Tools

Pension Pro

FT William

Empower

Voya

Excel

Job description

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, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, Karel‑Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc., Actuaries Unlimited, California Retirement Plans, Benefit Equity, United Benefit Pensions, Inc., Creative Retirement Systems, Associated Pension Consultants, Allied Consultants, Inc., American Retirement Plan Services, LLC, and SMS Retirement. For more information, visit www.strongpointpartners.com.

What You Will Do

• Act as the main point of contact for a portfolio of 3(16) fiduciary clients.
• Take on identified aspects of delegated fiduciary responsibilities, including contribution monitoring and delivery of participant notices.
• Participate in regular plan governance and fiduciary review meetings with sponsors and advisors.
• Partner with internal teams to ensure timely and accurate execution of fiduciary actions.
• Maintain eligibility, contribution files, and participant notice delivery to support ERISA compliance through Pension Pro documentation.
• Provide assistance with employee data during the process of plan transitions, mergers, or terminations as the 3(16) fiduciary administrator.
• Assist with annual audit responses as required.
• Handle recordkeeper maintenance, including adding new employee information and termination dates.
• Manage emails and overall customer and participant communications in a timely manner.

What You Will Bring

• Demonstrated success managing 75‑100 plans or relationships.
• Experience in a high‑volume, customer‑relationship‑driven environment with high attention to detail and strong organizational skills.
• Ability to multitask and frequently pivot priorities.
• Strong working knowledge of plan operations (eligibility, loans, distributions, compliance testing, and filings).
• Bachelor's degree in Business, Finance, Accounting, or related field.
• 5–7+ years of experience in qualified plan administration, compliance, or fiduciary management.
• Prior experience with a TPA or recordkeeper is helpful.
• Excellent interpersonal, written, and verbal communication skills.
• Proficiency with industry software (Pension Pro, FT William, Empower, Voya, but not limited to) and Excel‑based plan reporting.

Pay Transparency Statement

The anticipated pay range for this position is $45,000—$55,000 annually. Within the posted salary range, individual pay is determined by 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 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.