About the role

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 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). 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.

Join a fast-growing, tech-enabled retirement services firm where you’ll take ownership of a diverse portfolio of 401(k) plans and play a key role in ensuring compliance, accuracy, and client success. This is an opportunity to work independently while collaborating with a high-performing team, using your expertise in ERISA and defined contribution plans to make a real impact. Enjoy a flexible, growth-oriented environment with unlimited PTO, strong benefits, and the backing of an industry-leading platform. This role has support with loans and distributions processing, plan documents, and new plan onboarding.

Key Responsibilities

Independently manage and administer a caseload of retirement plans
Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
Deliver strategic recommendations on plan design and compliance
Prepare annual valuations
Complete and file Form 5500s
Calculate employer contributions
Perform cross-testing and allocation calculations
Review participant distributions and loans
Maintain up-to-date knowledge of ERISA rules and regulations
Review plan documents and ensure operational compliance
Communicate effectively with clients, advisors, and internal team members

Qualifications

Experience administering defined contribution retirement plans
Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator is a plus, but not required
Strong understanding of ERISA rules and retirement plan compliance
Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam

Salary Range $75,000-$95,000+

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.
Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.

Skills & Tags

go ai data design

Aplyr's read

Strongpoint Partners excels in strategic advisory for tech firms, attracting professionals skilled in retirement planning and operational strategy.
Synthesized from recent postings & public sources

What's promising

•Specializes in strategic advisory for tech companies, offering targeted expertise.
•Focus on growth and operational excellence appeals to ambitious professionals.
•Recent hiring in retirement planning roles indicates a robust service area.

What to watch

•Limited public information about company culture and work-life balance.
•Niche focus may limit opportunities for those outside tech or finance sectors.
•Potentially high-pressure environment due to focus on operational excellence.

Why Strongpoint Partners

•Strongpoint Partners has a distinct focus on retirement plan administration roles.
•Combines strategic consulting with specialized retirement planning expertise.
•Offers a blend of technology advisory and financial planning services.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Strongpoint Partners

Strongpoint Partners

strongpointpartners.com

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Strongpoint Partners is a consulting firm that specializes in providing strategic advisory services to technology companies, focusing on growth and operational excellence.