Manager, 401(k) Relationship Management

Strongpoint Partners; United States; On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Flexible Workplace (Hybrid/Remote)

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners is seeking a fiduciary administrator to manage delegated fiduciary responsibilities for a portfolio of fiduciary clients, including contribution monitoring, notices delivery, and ERISA compliance through Pension Pro documentation.

You’ll collaborate with plan sponsors, advisors, and internal teams to ensure timely fiduciary actions, data accuracy, and smooth plan transitions with a focus on high-volume service and precise reporting.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or related field.
• 5–7+ years of experience in qualified plan administration, compliance, or fiduciary management.
• Experience in a high-volume, customer relationship–driven environment with strong attention to detail and organizational skills.
• Proficiency with industry software (Pension Pro, FT William, Empower, Voya, etc.) and Excel-based plan reporting.

Responsibilities

• Act as the main point of contact for a portfolio of fiduciary clients, managing delegated fiduciary responsibilities such as 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 and contribution files, and deliver participant notices to support ERISA compliance through Pension Pro documentation.
• Provide assistance with employee data during plan transitions, mergers, or terminations as the fiduciary administrator.
• Assist with annual audit responses as required.
• Perform recordkeeper maintenance, including adding new employee information and termination dates.
• Manage emails and overall customer and participant communications within a timely manner.

Skills

Plan relationship management

Attention to detail

Multitasking

Communication skills

Industry software proficiency

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

Tools

Pension Pro

FT William

Empower

Voya

Excel-based plan reporting

Job description

What You’ll Do

• Act as the main point of contact for a portfolio of fiduciary clients, managing delegated fiduciary responsibilities such as 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 and contribution files, and deliver participant notices to support ERISA compliance through Pension Pro documentation.
• Provide assistance with employee data during plan transitions, mergers, or terminations as the fiduciary administrator.
• Assist with annual audit responses as required.
• Perform recordkeeper maintenance, including adding new employee information and termination dates.
• Manage emails and overall customer and participant communications within a timely manner.

What You’ll Bring

• Demonstrated success managing 75-100 plan relationships.
• Experience in a high-volume, customer relationship–driven environment with strong attention to detail and organizational skills.
• Proficiency in multitasking and pivoting priorities frequently.
• Strong working knowledge of plan operations (eligibility, loans, distributions, compliance testing, and filings).
• Bachelor’s degree in Business, Finance, Accounting, or a 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, etc.) and Excel‑based plan reporting.

Pay Transparency Statement

The anticipated pay range for this position is $45,000-$55,000 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.

As set forth in Strongpoint Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.