Team Lead, Administration Services

Strongpoint Partners; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners is seeking an experienced Director of Plan Administration to lead a team of retirement plan administrators and oversee qualified plan administration and compliance. This role combines deep technical expertise with strong leadership to ensure accurate deliverables and exceptional client service.

Fully remote anywhere in the United States, with preference for candidates in the Pacific time zone.

Qualifications

• 8+ years of A-to-Z defined contribution retirement plan administration in a TPA environment.
• Active ASPPA or NIPA designation (QKA, QPA, CPC, APA, APR, or equivalent).
• Minimum 2 years leading, reviewing, and managing other retirement plan administrators.
• Strong knowledge of ERISA, IRS, and Department of Labor regulations.
• Excellent client relationship management and communication skills.
• Proficiency with Microsoft Office and retirement plan software (PensionPro/ASC/Relius/Datair).

Responsibilities

• Lead, coach, and support a team of retirement plan administrators to ensure quality and compliance deadlines.
• Oversee all aspects of qualified retirement plan administration and annual compliance for assigned plans.
• Review and finalize team work for accuracy, consistency, and regulatory compliance.
• Track workloads and deadlines to ensure timely annual administrations.
• Coordinate with clients to obtain census data and required documentation.
• Serve as escalation point for complex administrative and client issues.
• Draft and review client communications and technical reports.
• Review annual compliance testing (nondiscrimination, coverage, top-heavy, etc.).
• Assist with Form 5500 preparation and reconciling trust activity.
• Partner with attorneys, actuaries, and auditors to resolve technical issues.

Skills

Defined-contribution admin

Leadership

ERISA knowledge

Client relationship mgmt

Regulatory compliance

Project management

Analytical skills

Communication

Mentoring

Education

ASPPA/NIPA designation

Bachelor's degree in Accounting/Finance/Business

Tools

PensionPro

ASC

Relius

FT Williams

Datair

Excel

Outlook

Word

Job description

Position Summary

We are seeking an experienced Director of Plan Administration to lead a team of retirement plan administrators while maintaining oversight of qualified retirement plan administration and compliance. This role is ideal for a seasoned retirement plan professional who combines deep technical expertise with strong leadership skills and a passion for developing others. The Team Lead will be responsible for ensuring the accuracy and timeliness of team deliverables, supporting complex client needs, driving process improvements, and serving as a technical resource for both clients and internal team members.

The ideal candidate has extensive A-to-Z defined contribution plan administration experience within a Third-Party Administrator (TPA) environment, enjoys mentoring others, and thrives in a collaborative, client-focused environment.

As a Director of Plan Administration, you'll play a critical role in developing retirement plan professionals while ensuring exceptional service for our clients. You'll have the opportunity to mentor a talented team, solve complex technical challenges, contribute to process improvements, and grow your leadership career within a collaborative and client-focused organization.

This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Pacific time zone.

Key Responsibilities

• Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work, productivity, and adherence to compliance deadlines.
• Oversee all aspects of qualified retirement plan administration and annual compliance for an assigned team of retirement plans.
• Review, authorize, and provide final quality assurance for team members' work, ensuring accuracy, consistency, and regulatory compliance.
• Track workloads, monitor project progress, and proactively manage deadlines to ensure timely completion of annual administration requirements.
• Coordinate with clients to request, obtain, and validate census data, financial information, and other required documentation.
• Serve as the primary escalation point for complex administrative, compliance, and client service issues.
• Draft and review non-standard correspondence, client communications, and technical reports.
• Review standard client correspondence and reporting prepared by team members.
• Review annual compliance testing, including nondiscrimination testing, coverage testing, top-heavy testing, and other required compliance analyses.
• Assist with and review Form 5500 preparation, including reconciliation of trust activity and plan assets.
• Partner closely with attorneys, actuaries, financial advisors, auditors, and internal stakeholders to resolve technical issues and support client needs.
• Provide consulting support during implementation of new retirement plans and assist with onboarding new clients.
• Identify opportunities to improve operational processes, increase efficiency, and enhance quality across the administrative team.
• Mentor and develop team members by providing ongoing coaching, technical guidance, performance feedback, and training.
• Stay current on ERISA, IRS, and Department of Labor regulations through continuing education, professional development, and company-sponsored training.
• Utilize Microsoft Outlook, Excel, Word, Adobe Acrobat, and other retirement plan administration software to effectively manage daily responsibilities.

Minimum Qualifications

• 8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment.
• Active ASPPA or NIPA professional designation, (QKA, QPA, CPC, APA, APR, or equivalent).
• Minimum 2 years of experience leading, reviewing, and managing the work of other retirement plan administrators.
• Demonstrated experience reviewing technical work and maintaining accountability for team deliverables.
• Strong knowledge of ERISA, IRS, and Department of Labor regulations governing qualified retirement plans.
• Excellent client relationship management and communication skills.
• Strong analytical, mathematical, and accounting aptitude.
• Proven ability to prioritize competing deadlines while maintaining exceptional attention to detail.
• Excellent written and verbal communication skills.
• Strong problem-solving and critical thinking abilities.
• Commitment to delivering high-quality work and continuously improving processes.
• Proficiency with Microsoft Office Suite, particularly Excel, Outlook, and Word.

Preferred Qualifications

• Experience administering defined contribution/defined benefit (DC/DB) combination plans.
• Experience leading or managing a remote team.
• Experience with retirement plan administration platforms such as PensionPro, ASC, Relius, FT Williams, Datair, or similar systems.
• Bachelor's degree in Accounting, Finance, Business Administration, Mathematics, or a related field.

Pay Transparency Statement

The anticipated pay range for this position is $90,000-$120,000 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.

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.