Senior Plan Administrator, (ARPS)

Strongpoint Partners

United States

Hybrid

USD 90,000 - 93,000

Full time

34 hours ago
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Benefits offered by this job

Flexible Workplace
Flexible PTO
Inclusive Environment
Growth Opportunities
Comprehensive Benefits

Job summary

Strongpoint Partners seeks an experienced Retirement Plan Administrator to manage a portfolio of retirement plan clients and provide high-quality administration and client service.

You will handle 70–80 plans, navigate annual administration, compliance testing, and government filings, ensuring IRS and DOL regulatory compliance with internal teams and clients.

Qualifications

  • Experience administering qualified retirement plans in a TPA/recordkeeping environment.
  • Strong knowledge of ERISA, IRS, and Department of Labor regulations related to qualified retirement plans.
  • Experience performing retirement plan compliance testing and Form 5500 filings.
  • Analytical and problem-solving skills with attention to detail.
  • Ability to manage a high-volume caseload with competing deadlines.

Responsibilities

  • Manage an assigned caseload of approximately 70–80 retirement plan clients.
  • Perform annual compliance testing (ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), 401(s), 402(g)).
  • Review, prepare, and help ensure timely Form 5500 filings.
  • Assist clients in meeting IRS and DOL deadlines for qualified plans.
  • Collaborate with plan documents team on plan design and regulatory queries.
  • Maintain accurate and complete plan records and documentation.

Skills

Plan administration
ERISA knowledge
Compliance testing
Form 5500 filings
Client communication
High-volume caseload
Cross-team collaboration
MS Office proficiency

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 .

Position Summary

Strongpoint Partners is seeking an experienced Retirement Plan Administrator to manage a portfolio of retirement plan clients and provide high-quality administration, compliance, and client service.

In this role, you will serve as a primary point of contact for an assigned caseload of approximately 70–80 retirement plans, helping clients navigate annual plan administration, compliance testing, government filings, and regulatory requirements. You’ll work closely with internal teams and clients to resolve questions, meet important deadlines, and ensure plans remain compliant with IRS and Department of Labor requirements.

The ideal candidate has strong retirement plan administration experience, a solid understanding of ERISA and qualified retirement plan regulations, and the ability to manage multiple client relationships while delivering responsive, knowledgeable service.

Key Responsibilities
Client Relationship Management

Manage and maintain relationships for an assigned caseload of approximately 70–80 retirement plan clients.

Provide timely, high-quality customer service, including proactive problem-solving and issue resolution.

Serve as a trusted resource for clients regarding retirement plan administration and compliance matters.

Build strong client relationships that support high levels of client satisfaction and retention.

Own the stewardship of assigned client relationships and ensure consistent follow-through on client needs and commitments.

Communicate clearly and professionally with clients through both verbal and written communication.

Manage all aspects of annual retirement plan administration, including compliance testing, government forms, and valuation packages.

Perform and/or review annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), 401(s), deductibility, and 402(g) testing, as applicable.

Review, prepare, and help ensure the timely filing of Form 5500 for assigned plans.

Assist clients in meeting applicable IRS and Department of Labor deadlines for qualified retirement plans.

Review participant distribution and loan requests and support internal distribution and loan teams with compliance-related questions.

Maintain accurate and complete plan records and documentation.

Plan Design & Regulatory Support

Partner with the plan documents team to address plan design and document-related questions.

Apply knowledge of IRS, Department of Labor, and ERISA requirements when advising clients and supporting plan administration.

Maintain current knowledge of retirement plan legislation and proposed regulatory changes through self-study, industry resources, and company-sponsored training.

Assist with IRS and Department of Labor audits when assigned plans are selected for review.

Support external auditors when a plan is subject to an annual plan audit.

Collaborate with internal teams to resolve client and plan administration issues efficiently.

Participate in staff meetings, training sessions, and professional development opportunities as requested.

Contribute to a team-oriented environment by assisting colleagues and supporting broader departmental needs.

Perform other duties and responsibilities as assigned.

Qualifications

Experience administering qualified retirement plans in a TPA, recordkeeping, or retirement services environment.

Working knowledge of ERISA, IRS, and Department of Labor regulations related to qualified retirement plans.

Experience performing or reviewing retirement plan compliance testing and Form 5500 filings.

Strong analytical and problem-solving skills with excellent attention to detail.

Ability to independently manage a high-volume caseload while balancing competing priorities and deadlines.

Strong written and verbal communication skills with a client-service mindset.

Ability to collaborate effectively across teams and build strong relationships with clients and colleagues.

Proficiency with retirement plan administration systems and Microsoft Office applications.

Industry credentials such as QKA, QPA, or equivalent retirement plan designation are a plus.

Compensation

The anticipated base salary range for this position is $90,000–$93,000 annually. Actual compensation will be determined based on factors including experience, qualifications, skills, and geographic location.

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.

U.S. Standard Demographic Questions

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.

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.

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