Senior Retirement Combo Plan Administrator (Remote)

Strongpoint Partners; United States; Remote; USD 85,000 - 95,000; Full time

Benefits offered by this job

Flexible Workplace: Hybrid and remote

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners is seeking an experienced Retirement Combo Plan Administrator to join our fully remote team in the United States. You will work closely with in-house actuaries, maintain client relationships, and contribute to a collaborative plan benefits team.

This role requires at least 5 years of experience in administration of qualified combo plans, a related bachelor’s degree, and strong organizational and client-service skills.

Qualifications

• Minimum of 5 years experience in administration of qualified combo plans.
• Bachelor’s Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics or other related fields.
• Highly organized and extremely detail-oriented.
• Ability to work well with others and be a team player in a fast-paced environment.
• Ability to prioritize and multi-task.
• Passion for client service.
• Ability to work independently in a remote work environment.
• ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials.
• Experience with Relius and FT William benefits software is preferred.

Responsibilities

• Perform A-Z administration and manage a caseload of approximately 80 small combo plans.
• Interpret DB/Cash Balance plan valuation elements and communicate issues to actuaries/clients.
• Prepare Annual Valuation packages and related IRS forms.
• Plan design for existing and potential new clients.
• Perform annual nondiscrimination testing for stand-alone DB/Cash Balance Plans and combination DB/DC plans.
• Review reports, tax forms, notifications, disclosures, and legal documents.
• Calculate projections and contribution requirements.
• Prepare distribution calculations for terminated employees.
• Research technical and regulatory issues related to client’s plans.
• Maintain positive client relationships and advise on regulatory requirements.
• Continue education through webcasts and ASPPA exams.
• Other duties as assigned.

Skills

Team player

Detail-oriented

Remote work

Prioritization

Client service

Multi-tasking

Communication

Education

Bachelor's degree in Actuarial Science/Mathematics/Business Finance/Accounting/Economics

Tools

Relius

FT William

Job description

Strongpoint Partners is seeking an experienced Retirement Combo Plan Administrator to join our fully remote team in the United States. You will work closely with in-house actuaries, maintain client relationships, and contribute to a collaborative plan benefits team.

This role requires at least 5 years of experience in administration of qualified combo plans, a related bachelor’s degree, and strong organizational and client-service skills.