Sr. Retirement Plan Administrator, (RCPG)

Strongpoint Partners; Wethersfield (CT); Remote; USD 65,000 - 85,000; Full time

Job summary

A leading financial services company specializing in retirement plans seeks a Sr. Retirement Plan Administrator. This remote role involves managing client relationships and plan administration while offering opportunities for professional growth. Ideal candidates have experience in retirement planning, project management skills, and a drive to succeed in a collaborative environment.

Benefits

Flexible Workplace

Competitive PTO

Inclusive Environment

Development Opportunities

Comprehensive Benefits

Workplace Perks

Qualifications

• 5+ years of retirement plan experience.
• Experience with retirement administration systems preferred.
• Team player with strong verbal and written communication skills.

Responsibilities

• Manage and perform A-Z administration for retirement plans.
• Provide superior client service and maintain industry knowledge.
• Perform compliance testing and interpret legal documents.

Skills

Client service

Analytical skills

Problem-solving

Communication

Education

Business degree

Tools

ASC

Word

Excel

PowerPoint

Outlook

CRM software

Job description

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Who we are:

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. With a coast-to-coast network of 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), and CRP – California Retirement Plans ("CRP"), 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.

Who we are:

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. With a coast-to-coast network of 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), and CRP – California Retirement Plans ("CRP"), 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 Retirement Planning Consulting Group, (RPCG):

Based out of Hartford, CT, Retirement Planning Consulting Group (RPCG) leverages their breadth and depth of expertise across all retirement plan considerations to optimize plan performance for their clients and participants. RPCG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

RPCG, a Strongpoint Partner, is seeking a senior-level Retirement Plan Administrator. The Sr. Retirement Plan Administrator has strong knowledge of plan design, compliance, and client relations. This position will partner with an existing Sr. Plan Administrator to perform all levels of administration and will work closely with management on testing. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

This position offers an excellent opportunity for a self-starter who has some experience as an Administrator, but who is ready to take the next step of growth in their career. The ideal candidate would be someone who is ambitious and looking to grow into leadership in the future.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, preference will be given to those in Hartford, CT area able to work a hybrid schedule.

Key Responsibilities:

• Manage and perform A-Z administration for a caseload of small to midsize plans (census completion, recordkeeping important, reconciliation, compliance testing, client service, etc.).
• Maintain industry knowledge and share information with client and team members.
• Keep up to date with changing 401(k) legislative requirements.
• Provide superior client service, responsiveness and communication.
• Utilize administration systems ASC and other technologies to maximize efficiencies.
• Read and interpret legal plan documents and amendments.
• Discuss plan design changes and options with clients.
• Review and import census data and reconcile participant account data, including "receivable" contributions.
• Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
• Own stewardship of all assigned business relationships.
• Maintain team approach by assisting in areas of appropriate for this position.
• Other duties as assigned.
  
  

Qualifications:

• 5+ years of retirement plan experience.
• Business degree from an accredited college or university or equivalent.
• 3+ years of client services experience.
• Experience with retirement administration systems - ASC preferred.
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software.
• Must be organized and detail-oriented.
• Exceptional approach to client service focusing on communications, timely solutions, and client needs.
• Team player, collaborative, able to work with and through others.
• Strong verbal and written communication skills.
• Ability to work well under pressure with multiple priorities and deadlines.
• Excellent analytical and problem-solving skills.
• Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team.
  
  

Pay Transparency Statement:

The anticipated pay range for this position is $65,000-$85,000 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
• Competitive PTO
• Inclusive Environment
• Development Opportunities
• Comprehensive Benefits
• Workplace Perks

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Technology, Information and Internet

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