{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/4738884008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4264632008,"location":{"name":"Remote"},"metadata":null,"id":4738884008,"updated_at":"2026-03-27T13:13:17-04:00","requisition_id":"69","title":"Actuary/Cash Balance Specialist","company_name":"Strongpoint Partners","first_published":"2025-05-27T18:19:43-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;\u0026lt;strong data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Cash Balance plans currently outnumber traditional DB plans by nearly 2 to 1. Strongpoint is looking to hire Defined Benefit Administrators, Actuarial Analysts, and Enrolled Actuaries with experience in small and mid-size cash balance plan administration. Strongpoint services combo DC/DB plans as well as standalone DB plans.\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;What you\u0026#39;ll do:\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation \u0026amp;amp; be able to communicate issues to in-house actuaries and clients.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and facilitate PBGC filings for covered Defined Benefit Plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain industry knowledge and share information with client and team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keep up to date with changing 401(k) \u0026amp;amp; Defined Benefit Plan legislative requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Discuss plan design changes and options with clients.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Perform benefit calculations, valuations, AFTAP and schedule SBs.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Required Experience:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;3-5+ years of small plan DB experience\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Enrolled Actuary designation to sign documents is preferred.\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Knowledge of Defined Benefit / Cash Balance actuarial valuation reports \u0026amp;amp; PBGC filing requirements.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This is a fully remote position open to candidates across the United States. Preference will be given to candidates located in the Central and Eastern time zones.\u0026lt;br data-start=\u0026quot;374\u0026quot; data-end=\u0026quot;377\u0026quot;\u0026gt;The anticipated salary range for this position is \u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;$80,000-$150,000+\u0026lt;/span\u0026gt;, depending on experience, skill set, and geographic location.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011029008,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4011017008}],"offices":[{"id":4009381008,"name":"US-Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/5146259008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4439876008,"location":{"name":"Honolulu, HI"},"metadata":null,"id":5146259008,"updated_at":"2026-05-15T12:26:42-04:00","requisition_id":"183","title":"Assistant Retirement Plan Administrator, (SI Group)","company_name":"Strongpoint Partners","first_published":"2026-03-06T17:20:59-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About SI Group:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Based in Honolulu, Hawaii, SI Group (SIG) has specialized in custom retirement plan solutions for almost 40 years. With unrivaled expertise and a commitment to their local marketplace, SIG believes in making retirement work for plan sponsors and participants across Hawaii and the Pacific Coast. SI Group \u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;SI Group, a Strongpoint Partner, is seeking a motivated and detail-oriented \u0026lt;strong\u0026gt;Retirement Plan Administration Assistant \u0026lt;/strong\u0026gt;to join our team in Honolulu, HI. This role is a full-time, on-site position, and this person will primarily be assisting Plan Administrators with the administration of qualified retirement plans, including 401(k), profit sharing, defined benefit and cash balance plans.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Prior experience or knowledge with qualified retirement plans is a plus, but not a requirement as training will be provided.\u0026amp;nbsp;This role is an excellent opportunity for individuals who want to begin a career in retirement plan administration.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;PLEASE NOTE: This role is based in our Honolulu, HI office and requires regular in-person attendance. We value collaboration and believe that working together on-site fosters strong teamwork, communication, and innovation.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist Plan Administrators with tasks related to the administration of qualified retirement plans, such as gathering \u0026amp;amp; organizing census information and assisting with compliance testing \u0026amp;amp; Form 5500 filings.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform general administrative duties including data entry, filing, mailing, sending emails, and answering phone calls.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the preparation of plan-related documents, including participant forms, reports, and communications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in the preparation of participant loan and distribution forms and assist with the transition of funds by preparing transfer instructions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively review the status of activity for assigned plans to ensure administrative service standards are met.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate with clients and advisors in a professional, clear, and timely manner via phone and email.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate records and ensure proper handling of all confidential information.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Learn and apply basic retirement plan concepts, with the opportunity to train and develop into a Retirement Plan Administrator over time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize ASC, FT William, internal systems, and other necessary software to support data management and plan administration activities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in business, finance, economics, accounting, or other similarly related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Word, Excel, and Outlook; prior experience with ASC and/or FT William preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational skills with attention to detail and accuracy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional approach to client service focusing on communication, being proactive with client needs and providing timely solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multitask and manage priorities in a deadline-driven environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team-oriented attitude with a strong desire to learn and grow within the retirement plan industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work well under pressure with multiple priorities and deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent analytical and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to act with integrity and to continuously improve service.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011029008,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4011017008}],"offices":[{"id":4016290008,"name":"SI Group","location":"Honolulu, Hawaii, United States","child_ids":[],"parent_id":null},{"id":4009381008,"name":"US-Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/5182568008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4457089008,"location":{"name":"Remote"},"metadata":null,"id":5182568008,"updated_at":"2026-05-29T09:46:24-04:00","requisition_id":"197","title":"Business Development Consultant | Internal","company_name":"Strongpoint Partners","first_published":"2026-04-09T14:31:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The \u0026lt;strong\u0026gt;Internal Business Development Consultant of Retirement Plans\u0026lt;/strong\u0026gt; plays a key role in driving growth by converting inbound interest into advisor relationships and new retirement plan opportunities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position sits at the intersection of marketing, sales, and relationship development. You will be the first point of contact for financial advisors exploring retirement plan solutions, helping qualify opportunities, build relationships, and support the sales pipeline.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Working closely with Strongpoint’s field-based sales team, this role focuses on lead qualification, advisor engagement, and proactive follow-up. It is an ideal opportunity for someone looking to build a career in retirement plan sales and advisor distribution.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage and qualify inbound retirement plan leads generated through marketing campaigns, partnerships, and referrals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engage financial advisors, consultants, and referral partners to understand their business and retirement plan needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain a pipeline of qualified opportunities, ensuring timely follow-up and progression\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with field sales and National Accounts teams to transition opportunities and coordinate next steps\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support advisor meetings, proposals, and presentations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educate advisors on retirement plan design, compliance considerations, and TPA services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate records of all interactions and pipeline activity within the CRM\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with marketing to provide feedback on lead quality and campaign performance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;What You Bring\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2–5 years of experience in financial services, sales, business development, or client relationship management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to retirement plans, financial advisor distribution, or institutional sales is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in business, marketing, or a related field preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with CRM platforms and sales tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency in Microsoft Office\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Key Competencies\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong relationship-building and communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to quickly establish credibility with financial advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized with strong follow-up discipline\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curiosity and willingness to learn retirement plan structures and regulations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative mindset with the ability to work across sales, marketing, and operations teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Results-driven with a proactive approach to business development\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011028008,"name":"Sales","child_ids":[],"parent_id":4011022008}],"offices":[{"id":4009380008,"name":"Strongpoint Partners","location":"Chicago, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/5195266008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4462774008,"location":{"name":"REMOTE"},"metadata":null,"id":5195266008,"updated_at":"2026-04-21T11:32:57-04:00","requisition_id":"199","title":"DC Plan Administrator","company_name":"Strongpoint Partners","first_published":"2026-04-21T11:32:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;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 \u0026lt;span class=\u0026quot;markpfhrk7kf5\u0026quot; data-markjs=\u0026quot;true\u0026quot; data-ogac=\u0026quot;\u0026quot; data-ogab=\u0026quot;\u0026quot; data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;\u0026quot;\u0026gt;role\u0026lt;/span\u0026gt;\u0026amp;nbsp;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\u0026amp;nbsp;\u0026lt;span class=\u0026quot;markpfhrk7kf5\u0026quot; data-markjs=\u0026quot;true\u0026quot; data-ogac=\u0026quot;\u0026quot; data-ogab=\u0026quot;\u0026quot; data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;\u0026quot;\u0026gt;role\u0026lt;/span\u0026gt;\u0026amp;nbsp;has support with loans and distributions processing, plan documents, and new plan onboarding.\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Independently manage and administer a caseload of retirement plans\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Deliver strategic recommendations on plan design and compliance\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Prepare annual valuations\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Complete and file Form 5500s\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Calculate employer contributions\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Perform cross-testing and allocation calculations\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Review participant distributions and loans\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Maintain up-to-date knowledge of ERISA rules and regulations\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Review plan documents and ensure operational compliance\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Communicate effectively with clients, advisors, and internal team members\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Experience administering defined contribution retirement plans\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Experience as a Combo Cash Balance / Defined Contribution (CB/\u0026lt;span class=\u0026quot;markls9ym8z83\u0026quot; data-markjs=\u0026quot;true\u0026quot; data-ogac=\u0026quot;\u0026quot; data-ogab=\u0026quot;\u0026quot; data-ogsc=\u0026quot;\u0026quot; data-ogsb=\u0026quot;\u0026quot;\u0026gt;DC\u0026lt;/span\u0026gt;) Administrator is a plus, but not required\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Strong understanding of ERISA rules and retirement plan compliance\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p class=\u0026quot;x_elementToProof\u0026quot;\u0026gt;Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Salary Range $75,000-$95,000+\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; 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data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011029008,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4011017008}],"offices":[{"id":4009380008,"name":"Strongpoint Partners","location":"Chicago, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/5249992008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4487092008,"location":{"name":"Chicago, IL / Remote"},"metadata":null,"id":5249992008,"updated_at":"2026-06-05T17:23:35-04:00","requisition_id":"207","title":"Director of TPA Operations \u0026 Strategic Partnerships","company_name":"Strongpoint Partners","first_published":"2026-06-05T17:23:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Position Summary:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p class=\u0026quot;isSelectedEnd\u0026quot;\u0026gt;Strongpoint Partners is seeking an experienced and entrepreneurial \u0026lt;strong\u0026gt;Director of TPA Operations \u0026amp;amp; Strategic Partnerships\u0026lt;/strong\u0026gt; to lead the administration, growth, and strategic development of a defined contribution retirement plan practice within the Strongpoint platform.\u0026lt;/p\u0026gt;\n\u0026lt;p class=\u0026quot;isSelectedEnd\u0026quot;\u0026gt;This senior leadership role is responsible for overseeing retirement plan operations, managing key client and advisor relationships, supporting partner firms across the Strongpoint network, and building the team, processes, and infrastructure necessary to support long-term growth. The ideal candidate is a seasoned TPA professional with extensive experience managing complex retirement plan portfolios, leading administration teams, and serving as a trusted consultant to plan sponsors, advisors, and industry partners.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Director will operate as both a strategic leader and hands-on technical resource, driving operational excellence while contributing to business development initiatives, acquisitions and integrations, talent development, and financial performance. This individual must be comfortable moving between executive-level strategy discussions and detailed plan administration work as business needs require.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;em\u0026gt;PLEASE NOTE: Our preference is for this role to be based at our Chicago headquarters, either in-person or following a hybrid work model. However, we are open to considering fully remote arrangements for highly qualified candidates.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\n\u0026lt;h4\u0026gt;Plan Administration \u0026amp;amp; Compliance Leadership\u0026lt;/h4\u0026gt;\n\u0026lt;ul data-spread=\u0026quot;false\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Provide oversight for a diverse portfolio of defined contribution retirement plans, including owner-only plans, safe harbor plans, cross-tested plans, ESOPs, and large audited plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure timely and accurate completion of annual compliance testing, Form 5500 filings, participant disclosures, and all required regulatory reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a technical resource and escalation point for complex compliance, operational, and plan design matters.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Plan Administrators through annual audits, IRS and Department of Labor examinations, plan corrections, voluntary compliance programs, and plan terminations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consult on merger and acquisition activity impacting retirement plans, providing guidance on plan mergers, asset transfers, and operational integration requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor legislative and regulatory developments and communicate implications to clients, advisors, and internal teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain operational procedures, quality control standards, and best practices that promote consistency and scalability.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; 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affiliated TPA partner firms during periods of capacity constraints, staffing transitions, or other operational needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate temporary or transitional administration services for partner firm clients while maintaining service continuity and client satisfaction.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with partner firm leadership to facilitate seamless transitions of plan administration responsibilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a technical consultant and operational resource for partner firms facing complex plan issues, regulatory challenges, or administrative questions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Foster strong relationships across the Strongpoint partner network while respecting and preserving existing client and advisor relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain transparency with Strongpoint leadership regarding resource allocation, portfolio management, and partner support activities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span 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activity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Strongpoint\u0026#39;s M\u0026amp;amp;A and integration teams to facilitate retirement plan transitions associated with newly acquired firms.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor onboarding timelines and client experience metrics to ensure successful implementations.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\n\u0026lt;h4\u0026gt;Client \u0026amp;amp; Advisor Relationship Management\u0026lt;/h4\u0026gt;\n\u0026lt;ul data-spread=\u0026quot;false\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Serve as the senior relationship manager for assigned plan sponsor clients and key advisor relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead plan design consultations, annual review meetings, fiduciary discussions, and ongoing strategic planning conversations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide clients with cost-benefit analyses and recommendations regarding plan design enhancements, compliance strategies, and participant outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage escalated service issues and complex operational challenges while maintaining client confidence and trust.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in advisor presentations, prospect meetings, industry events, and business development opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain long-term relationships with financial advisors, consultants, recordkeepers, and other strategic partners.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\n\u0026lt;h4\u0026gt;Team Leadership \u0026amp;amp; Talent Development\u0026lt;/h4\u0026gt;\n\u0026lt;ul data-spread=\u0026quot;false\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Recruit, hire, onboard, and develop retirement plan administration professionals as the business grows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create a high-performance culture focused on client service, accountability, collaboration, and continuous improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assign and balance workloads based on plan complexity, staff capabilities, and organizational priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct performance evaluations, establish development plans, and administer compensation and incentive programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide technical training, coaching, and mentorship to strengthen team capabilities and succession planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to improve employee engagement, retention, and career progression within the organization.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\n\u0026lt;h4\u0026gt;Financial Management \u0026amp;amp; Strategic Leadership\u0026lt;/h4\u0026gt;\n\u0026lt;ul data-spread=\u0026quot;false\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Own and manage the business unit profit and loss statement, understanding the financial impact of staffing, pricing, technology, and operational decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and monitor budgets, forecasts, staffing plans, and productivity metrics.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to improve profitability, operational efficiency, and service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with executive leadership on strategic planning, growth initiatives, acquisition integration, and long-term business objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate technology solutions, vendor relationships, and operational investments that support scalability and client experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and track key performance indicators related to service delivery, employee performance, client satisfaction, and financial results.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Minimum Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree in Business, Finance, Accounting, Economics, Human Resources, or a related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;10+ years of retirement plan administration experience within a Third-Party Administrator (TPA), consulting firm, recordkeeper, or related retirement services organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated experience managing complex defined contribution retirement plans and plan sponsor relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong technical knowledge of ERISA, Internal Revenue Code qualification requirements, IRS and DOL regulations, compliance testing, Form 5500 reporting, and plan correction programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Previous experience leading teams, managing performance, and developing retirement plan professionals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage multiple priorities while maintaining exceptional service standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, presentation, consulting, and relationship management skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, organizational, and problem-solving capabilities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Preferred Qualifications:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;ASPPA credentials such as QKA, QKC, CPC, QPA, TGPC, or equivalent industry certifications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting retirement plan transitions related to mergers and acquisitions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior responsibility for departmental budgeting, financial management, or P\u0026amp;amp;L oversight.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience implementing operational improvements and scaling service organizations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with multiple recordkeeping platforms and retirement plan administration systems.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;What Success Looks Like:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Consistently delivers exceptional service and compliance outcomes across a diverse retirement plan portfolio.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Successfully supports Strongpoint partner firms through operational challenges while maintaining strong relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builds scalable onboarding and administration processes that support business growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develops a high-performing team with strong technical expertise and client service capabilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contributes meaningfully to revenue growth, profitability, and strategic initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as a trusted advisor to clients, financial advisors, partner firms, and executive leadership.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;Pay Transparency Statement:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The anticipated pay range for this position is \u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;$150,000-$175,000\u0026lt;/span\u0026gt; annually plus potential annual bonus.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4019588008,"name":"Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4009380008,"name":"Strongpoint Partners","location":"Chicago, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/5182109008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4456854008,"location":{"name":"Remote"},"metadata":null,"id":5182109008,"updated_at":"2026-04-09T11:57:29-04:00","requisition_id":"196","title":"Enrolled Actuary, (AUI)","company_name":"Strongpoint Partners","first_published":"2026-04-09T11:57:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p data-start=\u0026quot;216\u0026quot; data-end=\u0026quot;541\u0026quot;\u0026gt;Actuaries Unlimited (AUI), based in Los Angeles, California, is a leading provider of pension administration and retirement benefits consulting. The firm is comprised of a highly experienced team of actuaries and retirement professionals who work collaboratively to deliver thoughtful, accurate, and client-focused solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;543\u0026quot; data-end=\u0026quot;843\u0026quot;\u0026gt;AUI is an operating partner of \u0026lt;span class=\u0026quot;hover:entity-accent entity-underline inline cursor-pointer align-baseline\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;whitespace-normal\u0026quot;\u0026gt;Strongpoint Partners\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;. Through this partnership, AUI combines deep actuarial expertise with the scale, resources, and innovation of a growing national platform.\u0026lt;/p\u0026gt;\n\u0026lt;hr data-start=\u0026quot;845\u0026quot; data-end=\u0026quot;848\u0026quot;\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;1w7hmwg\u0026quot; data-start=\u0026quot;850\u0026quot; data-end=\u0026quot;873\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;853\u0026quot; data-end=\u0026quot;873\u0026quot;\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p data-start=\u0026quot;875\u0026quot; data-end=\u0026quot;1070\u0026quot;\u0026gt;Actuaries Unlimited (AUI) is seeking an experienced \u0026lt;strong data-start=\u0026quot;927\u0026quot; data-end=\u0026quot;947\u0026quot;\u0026gt;Enrolled Actuary\u0026lt;/strong\u0026gt; with Defined Benefit and Defined Contribution (DB/DC) plan experience, particularly within the small business marketplace.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;1072\u0026quot; data-end=\u0026quot;1368\u0026quot;\u0026gt;This individual will play a key role in delivering actuarial and consulting services to clients, including compliance testing, government reporting, and plan design guidance. You will partner closely with clients and internal teams to ensure accuracy, compliance, and strategic plan optimization.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;1370\u0026quot; data-end=\u0026quot;1558\u0026quot;\u0026gt;This is an opportunity to join a collaborative and growing organization where your expertise will directly impact client outcomes and contribute to the continued evolution of the business.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;1560\u0026quot; data-end=\u0026quot;1615\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1560\u0026quot; data-end=\u0026quot;1573\u0026quot;\u0026gt;Location:\u0026lt;/strong\u0026gt; Fully remote (U.S.-based candidates only)\u0026lt;/p\u0026gt;\n\u0026lt;hr data-start=\u0026quot;1617\u0026quot; data-end=\u0026quot;1620\u0026quot;\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;1pzghrs\u0026quot; data-start=\u0026quot;1622\u0026quot; data-end=\u0026quot;1649\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1625\u0026quot; data-end=\u0026quot;1649\u0026quot;\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul data-start=\u0026quot;1651\u0026quot; data-end=\u0026quot;2407\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;599z6b\u0026quot; data-start=\u0026quot;1651\u0026quot; data-end=\u0026quot;1770\u0026quot;\u0026gt;Interpret and communicate Defined Benefit and Cash Balance plan valuation results to clients and internal actuaries\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;132at9r\u0026quot; data-start=\u0026quot;1771\u0026quot; data-end=\u0026quot;1841\u0026quot;\u0026gt;Prepare and file PBGC reports for applicable Defined Benefit plans\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1xq4f97\u0026quot; data-start=\u0026quot;1842\u0026quot; data-end=\u0026quot;1928\u0026quot;\u0026gt;Stay current on industry trends and legislative changes impacting retirement plans\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;97rutk\u0026quot; data-start=\u0026quot;1929\u0026quot; data-end=\u0026quot;1983\u0026quot;\u0026gt;Review and interpret plan documents and amendments\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;tqg7nc\u0026quot; data-start=\u0026quot;1984\u0026quot; data-end=\u0026quot;2056\u0026quot;\u0026gt;Advise clients on plan design strategies and contribution structures\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;10cpcmg\u0026quot; data-start=\u0026quot;2057\u0026quot; data-end=\u0026quot;2129\u0026quot;\u0026gt;Review 401(k) valuations, trust accounting, and government reporting\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1na58e\u0026quot; data-start=\u0026quot;2130\u0026quot; data-end=\u0026quot;2179\u0026quot;\u0026gt;Perform and analyze nondiscrimination testing\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1chsw4m\u0026quot; data-start=\u0026quot;2180\u0026quot; data-end=\u0026quot;2258\u0026quot;\u0026gt;Support actuarial valuations, AFTAP certifications, and Schedule B filings\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1uvddzk\u0026quot; data-start=\u0026quot;2259\u0026quot; data-end=\u0026quot;2328\u0026quot;\u0026gt;Calculate participant benefits and provide ongoing client support\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1n49cka\u0026quot; data-start=\u0026quot;2329\u0026quot; data-end=\u0026quot;2407\u0026quot;\u0026gt;Collaborate across teams to ensure accurate and timely plan administration\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr data-start=\u0026quot;2409\u0026quot; data-end=\u0026quot;2412\u0026quot;\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;veufwc\u0026quot; data-start=\u0026quot;2414\u0026quot; data-end=\u0026quot;2435\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;2417\u0026quot; data-end=\u0026quot;2435\u0026quot;\u0026gt;What You Bring\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul data-start=\u0026quot;2437\u0026quot; data-end=\u0026quot;3051\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;2y7cb7\u0026quot; data-start=\u0026quot;2437\u0026quot; data-end=\u0026quot;2540\u0026quot;\u0026gt;3–5+ years of retirement plan experience, with a focus on Defined Benefit and/or Cash Balance plans\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1ph1nrp\u0026quot; data-start=\u0026quot;2541\u0026quot; data-end=\u0026quot;2587\u0026quot;\u0026gt;Enrolled Actuary (EA) designation required\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;3857le\u0026quot; data-start=\u0026quot;2588\u0026quot; data-end=\u0026quot;2665\u0026quot;\u0026gt;Strong knowledge of nondiscrimination testing and compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;abdt27\u0026quot; data-start=\u0026quot;2666\u0026quot; data-end=\u0026quot;2742\u0026quot;\u0026gt;Experience with Defined Benefit/Cash Balance valuations and PBGC filings\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;u942nn\u0026quot; data-start=\u0026quot;2743\u0026quot; data-end=\u0026quot;2795\u0026quot;\u0026gt;Familiarity with advanced cross-testing concepts\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1jn875f\u0026quot; data-start=\u0026quot;2796\u0026quot; data-end=\u0026quot;2854\u0026quot;\u0026gt;Proficiency in Microsoft Office (Excel, Word, Outlook)\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;yqz9m5\u0026quot; data-start=\u0026quot;2855\u0026quot; data-end=\u0026quot;2928\u0026quot;\u0026gt;Experience with Relius, FT William, or similar administration systems\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1wiwqh4\u0026quot; data-start=\u0026quot;2929\u0026quot; data-end=\u0026quot;2989\u0026quot;\u0026gt;Strong project management skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;wvqzsa\u0026quot; data-start=\u0026quot;2990\u0026quot; data-end=\u0026quot;3051\u0026quot;\u0026gt;Comfortable working in a fast-paced, evolving environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr data-start=\u0026quot;3434\u0026quot; data-end=\u0026quot;3437\u0026quot;\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;18tw61f\u0026quot; data-start=\u0026quot;3439\u0026quot; data-end=\u0026quot;3469\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;3442\u0026quot; data-end=\u0026quot;3469\u0026quot;\u0026gt;Compensation \u0026amp;amp; Benefits\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p data-start=\u0026quot;3471\u0026quot; data-end=\u0026quot;3621\u0026quot;\u0026gt;The anticipated base salary for this position is \u0026lt;strong data-start=\u0026quot;3520\u0026quot; data-end=\u0026quot;3542\u0026quot;\u0026gt;$110,000+ annually\u0026lt;/strong\u0026gt;, with final compensation based on experience, skills, and geographic location.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011029008,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4011017008}],"offices":[{"id":4032631008,"name":"Actuaries Unlimited, (AUI)","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null},{"id":4009381008,"name":"US-Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/5216070008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4472804008,"location":{"name":"Remote"},"metadata":null,"id":5216070008,"updated_at":"2026-05-11T12:34:04-04:00","requisition_id":"205","title":"Enrolled Actuary, (Cash Balance Actuaries)","company_name":"Strongpoint Partners","first_published":"2026-05-11T12:34:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Cash Balance Actuaries, (CBA):\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;With employees spread across 11 states, Cash Balance Actuaries (CBA) is an actuarial firm specializing in designing and administering flexible \u0026amp;amp; easy-to-understand cash balance plans that meet the specific needs of each unique client. CBA is an \u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Role Overview:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Cash Balance Actuaries, (CBA), a Strongpoint Partner, is seeking an experienced Reviewing Actuary with experience in the small business marketplace. To qualify for the position, candidates must be an Enrolled Actuary - enrolled by the Joint Board for the Enrollment of Actuaries to perform actuarial services under the Retirement Income Security Act of 1974 with at least five years of experience as an Enrolled Actuary. Responsibilities of this role include everything related to handling Cash Balance/Defined Benefit plans with fewer than 500 participants. Experience with and knowledge of ASC 715 and other FASB requirements is preferred. This is a great opportunity for a motivated candidate who wants to be an integral part of a growing financial services firm.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a virtual position where you would be expected to work from home. CBA provides extremely flexible work schedules, excellent benefits, and a laid-back, friendly environment. As part of a small company, you will have many responsibilities and will have to be flexible and friendly. Compensation will be commensurate with experience and ability. High performers will be rewarded as the pay structure will include a base salary plus quarterly and annual bonus structures.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;PLEASE NOTE: This is a fully\u0026amp;nbsp;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;remote\u0026lt;/span\u0026gt; position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Perform and review actuarial valuations for Defined Benefit / Cash Balance plans in accordance with IRS laws and regulations.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and review annual non-discrimination testing for qualified pension plans including Cash Balance, Defined Benefit, 401(k), Profit Sharing, and Money Purchase plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review PBGC filings and notices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Certify contribution and asset amounts for AFTAP.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and review annual FASB reports.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and review distribution packages and annual participant statements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review, and deliver government form filings in a timely manner, (e.g., IRS \u0026amp;amp; DOL form 5500, Schedule SB, etc.).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare preliminary design studies and projections that will meet all nondiscrimination requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review, and consult regarding plan termination filings with IRS and PBGC.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Represent clients in audits with IRS, PBGC and DOL, P/T Exemption and VCP Filings.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead and/or participate in retirement plan consulting projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct client contact and new business development is at your discretion and will be rewarded, but not required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in energized, fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least 5 years of relevant small plan actuarial experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of business entities as they relate to plan compensation and plan design.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent knowledge of 415 limit, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thorough knowledge of Cash Balance Plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to understand client business issues how they affect the retirement plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Organized individual able to set priorities, meet deadlines, and be detail-oriented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player, collaborative, able to work with and through others.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and written communication skills internally and externally.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work well under pressure with multiple priorities and deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Preferred Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Membership in at least one of the following:\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;The Society of Actuaries (SOA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The American Society of Enrolled Actuaries (ASEA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The American Academy of Actuaries (AAA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The National Institute of Pension Administrators (NIPA)\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011029008,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4011017008}],"offices":[{"id":4009381008,"name":"US-Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/5051396008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4395380008,"location":{"name":"Chicago, IL"},"metadata":null,"id":5051396008,"updated_at":"2026-05-22T14:47:19-04:00","requisition_id":"159","title":"Help Desk Specialist","company_name":"Strongpoint Partners","first_published":"2025-12-31T14:02:48-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Overview:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Strongpoint Partners is seeking two highly motivated \u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;233\u0026quot;\u0026gt;Help Desk Technicians\u0026lt;/strong\u0026gt; to join our IT team. This role provides frontline technical support to end users and plays a key role in ensuring the reliable operation of hardware, software, and network systems. The ideal candidate is a strong troubleshooter with excellent communication skills and a customer-first approach to problem-solving.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;PLEASE NOTE: This role is intended to follow a hybrid work model with the expectation of in-office work ~2-4 days per week out of our Riverwoods, IL and/or downtown Chicago offices.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide Tier 1 and Tier 2 technical support to end users, ensuring timely and effective resolution of issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Troubleshoot and support Microsoft Office 365 applications and services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build, configure, and deploy laptops managed through Microsoft Intune.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Diagnose and resolve local network and VPN connectivity issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provision and manage user accounts in Office 365, including permissions and security settings.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure endpoint security tools and controls are active, compliant, and functioning properly.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate hardware and software asset records within the ITSM system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Escalate high-priority or complex incidents to management or higher-level support as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver exceptional customer service and communicate clearly with both technical and non-technical users.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5+ years of proven experience in a Help Desk or IT Support role.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong working knowledge of Office 365 administration and troubleshooting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Microsoft Intune or similar device management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid understanding of networking fundamentals, including VPN technologies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with ITSM tools and asset management best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize tasks and perform effectively in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and problem-solving abilities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Preferred Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree in a related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CompTIA A+, Network+, and/or Microsoft certifications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting users in an enterprise IT environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The anticipated pay range for this position is \u0026lt;strong\u0026gt;$55,000-$65,000\u0026lt;/strong\u0026gt; annually.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011027008,"name":"IT","child_ids":[],"parent_id":4011022008}],"offices":[{"id":4009380008,"name":"Strongpoint Partners","location":"Chicago, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/5173022008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4452825008,"location":{"name":"Remote"},"metadata":null,"id":5173022008,"updated_at":"2026-04-01T11:24:46-04:00","requisition_id":"194","title":"National Account Manager | Retirement Plans","company_name":"Strongpoint Partners","first_published":"2026-04-01T11:24:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3 data-section-id=\u0026quot;14d0sw9\u0026quot; data-start=\u0026quot;299\u0026quot; data-end=\u0026quot;324\u0026quot;\u0026gt;\u0026lt;span\u0026gt;\u0026lt;strong data-start=\u0026quot;303\u0026quot; data-end=\u0026quot;324\u0026quot;\u0026gt;Position Summary:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p data-start=\u0026quot;326\u0026quot; data-end=\u0026quot;684\u0026quot;\u0026gt;Strongpoint Partners is seeking a dynamic and relationship-driven \u0026lt;strong data-start=\u0026quot;392\u0026quot; data-end=\u0026quot;420\u0026quot;\u0026gt;National Account Manager\u0026lt;/strong\u0026gt; \u0026lt;span class=\u0026quot;TextRun SCXW159882873 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW159882873 BCX0\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Retirement Plans (RIA and BD Distribution\u0026lt;/strong\u0026gt;) \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;to develop and manage strategic partnerships with national and regional RIA and Broker-Dealer firms. In this role, you will drive sales growth, expand market share, and increase adoption of Strongpoint’s retirement plan solutions across key distribution channels.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;686\u0026quot; data-end=\u0026quot;1046\u0026quot;\u0026gt;The ideal candidate is a consultative relationship builder with a strong track record in institutional sales and strategic account management within financial services. This individual brings deep knowledge of the retirement plan marketplace and understands how to position solutions within both defined contribution (DC) and defined benefit (DB) environments.\u0026lt;/p\u0026gt;\n\u0026lt;hr data-start=\u0026quot;1048\u0026quot; data-end=\u0026quot;1051\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;1053\u0026quot; data-end=\u0026quot;1174\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1053\u0026quot; data-end=\u0026quot;1069\u0026quot;\u0026gt;PLEASE NOTE:\u0026lt;/strong\u0026gt; This role is remote with expected travel to partner firms, conferences, and internal meetings as needed.\u0026lt;/p\u0026gt;\n\u0026lt;hr data-start=\u0026quot;1176\u0026quot; data-end=\u0026quot;1179\u0026quot;\u0026gt;\n\u0026lt;h3 data-section-id=\u0026quot;15ewtdt\u0026quot; data-start=\u0026quot;1181\u0026quot; data-end=\u0026quot;1210\u0026quot;\u0026gt;\u0026lt;span\u0026gt;\u0026lt;strong data-start=\u0026quot;1185\u0026quot; data-end=\u0026quot;1210\u0026quot;\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul data-start=\u0026quot;1212\u0026quot; data-end=\u0026quot;2107\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;ebz4m\u0026quot; data-start=\u0026quot;1212\u0026quot; data-end=\u0026quot;1337\u0026quot;\u0026gt;Build, manage, and expand relationships with key decision-makers across national and regional RIA and Broker-Dealer firms\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;plpvfi\u0026quot; data-start=\u0026quot;1338\u0026quot; data-end=\u0026quot;1475\u0026quot;\u0026gt;Develop and execute strategic account plans to drive sales growth, increase distribution, and expand revenue across assigned accounts\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;xp8s6i\u0026quot; data-start=\u0026quot;1476\u0026quot; data-end=\u0026quot;1595\u0026quot;\u0026gt;Identify opportunities for platform inclusion, product integration, and co-marketing initiatives with partner firms\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;wnp0a3\u0026quot; data-start=\u0026quot;1596\u0026quot; data-end=\u0026quot;1730\u0026quot;\u0026gt;Monitor industry trends, competitive activity, and regulatory developments to provide actionable insights to internal stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;ak9wqd\u0026quot; data-start=\u0026quot;1731\u0026quot; data-end=\u0026quot;1866\u0026quot;\u0026gt;Partner cross-functionally with Sales, Marketing, Product, and Operations to execute distribution strategies and client initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;fprnv0\u0026quot; data-start=\u0026quot;1867\u0026quot; data-end=\u0026quot;1986\u0026quot;\u0026gt;Deliver product training and thought leadership presentations to advisors, home office teams, and field consultants\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;4zarub\u0026quot; data-start=\u0026quot;1987\u0026quot; data-end=\u0026quot;2078\u0026quot;\u0026gt;Maintain accurate sales forecasts, pipeline activity, and account plans using CRM tools\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;z3fb50\u0026quot; data-start=\u0026quot;2079\u0026quot; data-end=\u0026quot;2107\u0026quot;\u0026gt;Other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr data-start=\u0026quot;2109\u0026quot; data-end=\u0026quot;2112\u0026quot;\u0026gt;\n\u0026lt;h3 data-section-id=\u0026quot;fsuify\u0026quot; data-start=\u0026quot;2114\u0026quot; data-end=\u0026quot;2137\u0026quot;\u0026gt;\u0026lt;span\u0026gt;\u0026lt;strong data-start=\u0026quot;2118\u0026quot; data-end=\u0026quot;2137\u0026quot;\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul data-start=\u0026quot;2139\u0026quot; data-end=\u0026quot;2618\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;zyn6bm\u0026quot; data-start=\u0026quot;2139\u0026quot; data-end=\u0026quot;2212\u0026quot;\u0026gt;Bachelor’s degree in Finance, Business, Economics, or a related field\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1thtedk\u0026quot; data-start=\u0026quot;2213\u0026quot; data-end=\u0026quot;2353\u0026quot;\u0026gt;7–10 years of experience in retirement plan sales, national accounts, or institutional relationship management within financial services\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;12092rp\u0026quot; data-start=\u0026quot;2354\u0026quot; data-end=\u0026quot;2428\u0026quot;\u0026gt;Strong understanding of ERISA and non-ERISA retirement plan structures\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1sstvs7\u0026quot; data-start=\u0026quot;2429\u0026quot; data-end=\u0026quot;2505\u0026quot;\u0026gt;Experience working with RIAs, Broker-Dealers, and distribution platforms\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;hd0po\u0026quot; data-start=\u0026quot;2506\u0026quot; data-end=\u0026quot;2581\u0026quot;\u0026gt;Proficiency with CRM systems, Microsoft Excel, and data analytics tools\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;ytp0b8\u0026quot; data-start=\u0026quot;2582\u0026quot; data-end=\u0026quot;2618\u0026quot;\u0026gt;MBA or advanced degree preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr data-start=\u0026quot;2620\u0026quot; data-end=\u0026quot;2623\u0026quot;\u0026gt;\n\u0026lt;h3 data-section-id=\u0026quot;1lnftfg\u0026quot; data-start=\u0026quot;2625\u0026quot; data-end=\u0026quot;2650\u0026quot;\u0026gt;\u0026lt;span\u0026gt;\u0026lt;strong data-start=\u0026quot;2629\u0026quot; data-end=\u0026quot;2650\u0026quot;\u0026gt;Key Competencies:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul data-start=\u0026quot;2652\u0026quot; data-end=\u0026quot;2951\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1kro8j\u0026quot; data-start=\u0026quot;2652\u0026quot; data-end=\u0026quot;2689\u0026quot;\u0026gt;Strategic and analytical thinking\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1twce78\u0026quot; data-start=\u0026quot;2690\u0026quot; data-end=\u0026quot;2733\u0026quot;\u0026gt;Executive-level relationship management\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;fcnp8n\u0026quot; data-start=\u0026quot;2734\u0026quot; data-end=\u0026quot;2780\u0026quot;\u0026gt;Strong negotiation and presentation skills\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vyoa8z\u0026quot; data-start=\u0026quot;2781\u0026quot; data-end=\u0026quot;2839\u0026quot;\u0026gt;Entrepreneurial mindset with a results-driven approach\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;ewj8fa\u0026quot; data-start=\u0026quot;2840\u0026quot; data-end=\u0026quot;2897\u0026quot;\u0026gt;Ability to navigate complex organizational structures\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1xru70s\u0026quot; data-start=\u0026quot;2898\u0026quot; data-end=\u0026quot;2951\u0026quot;\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr data-start=\u0026quot;2953\u0026quot; data-end=\u0026quot;2956\u0026quot;\u0026gt;\n\u0026lt;h3 data-section-id=\u0026quot;9i5kk3\u0026quot; data-start=\u0026quot;2958\u0026quot; data-end=\u0026quot;2986\u0026quot;\u0026gt;\u0026lt;span\u0026gt;\u0026lt;strong data-start=\u0026quot;2962\u0026quot; data-end=\u0026quot;2986\u0026quot;\u0026gt;Performance Metrics:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul data-start=\u0026quot;2988\u0026quot; data-end=\u0026quot;3266\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1sfdo8r\u0026quot; data-start=\u0026quot;2988\u0026quot; data-end=\u0026quot;3077\u0026quot;\u0026gt;Growth in plans and assets under administration across RIA and Broker-Dealer channels\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1dcgy4h\u0026quot; data-start=\u0026quot;3078\u0026quot; data-end=\u0026quot;3141\u0026quot;\u0026gt;Expansion of strategic partnerships and platform placements\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;blsoui\u0026quot; data-start=\u0026quot;3142\u0026quot; data-end=\u0026quot;3206\u0026quot;\u0026gt;Advisor engagement and effectiveness of training initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;byyxai\u0026quot; data-start=\u0026quot;3207\u0026quot; data-end=\u0026quot;3266\u0026quot;\u0026gt;Retention and satisfaction of key distribution partners\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011028008,"name":"Sales","child_ids":[],"parent_id":4011022008}],"offices":[{"id":4009380008,"name":"Strongpoint Partners","location":"Chicago, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/4740756008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4265315008,"location":{"name":"Remote"},"metadata":null,"id":4740756008,"updated_at":"2026-03-09T12:41:04-04:00","requisition_id":"70","title":"Retirement Plan Administrator","company_name":"Strongpoint Partners","first_published":"2025-07-07T17:49:43-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Strongpoint Partners is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of approx. 65–75 retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a guide to other plan administrators in supporting client requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Initiate and participate in process improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complete leadership and/or project management courses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide strategic guidance and assist in defining strategic goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Efficiently utilize technology to perform the duties of this position\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attend staff meetings and trainings as requested\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain team approach by assisting in areas appropriate for this position\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own stewardship of all assigned business relationships\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Minimum Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelors degree from an accredited college or university or equivalent.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3-5+ years of A-Z retirement plan administration experience with defined contribution plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3-5+ years of client services experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Word, Excel, PowerPoint, Outlook, CRM software.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be organized and detail-oriented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional approach to client service focusing on communications, timely solutions, and client needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player, collaborative, able to work with and through others.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and written communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work well under pressure with multiple priorities and deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent analytical and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Preferred Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;QKA and/or QPA, (or similar industry certification), preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with DB/CB plans and/or Combo plans, preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;Pay Transparency Statement:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The anticipated pay range for this position is \u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;$65,000-$85,000\u0026lt;/span\u0026gt; annually.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011029008,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4011017008}],"offices":[{"id":4009381008,"name":"US-Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/5146202008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_optional","internal_job_id":4439865008,"location":{"name":"Honolulu, HI / Remote"},"metadata":null,"id":5146202008,"updated_at":"2026-06-05T16:06:11-04:00","requisition_id":"182","title":"Retirement Plan Administrator, (SI Group)","company_name":"Strongpoint Partners","first_published":"2026-03-06T17:10:24-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About SI Group:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Based in Honolulu, Hawaii, SI Group (SIG) has specialized in custom retirement plan solutions for almost 40 years. With unrivaled expertise and a commitment to their local marketplace, SIG believes in making retirement work for plan sponsors and participants across Hawaii and the Pacific Coast. SI Group \u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;SI Group, a Strongpoint Partner, is seeking client-service focused \u0026lt;strong\u0026gt;Retirement Plan Administrators\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;of all levels\u0026lt;/span\u0026gt;. This role is responsible for supporting the administration of qualified retirement plans, including plan design, compliance testing, client service, and ongoing plan consulting.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Successful candidates will demonstrate strong analytical skills, attention to detail, and a commitment to delivering exceptional client service. Depending on experience level, Administrators may manage their own caseloads, perform complex compliance testing, provide strategic consulting to clients, mentor team members, and contribute to departmental initiatives.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Due to a variety of administration needs, SI Group welcomes applications from both experienced retirement plan professionals and entry-level candidates interested in building a career in retirement plan administration. Experience level will be considered when determining role level, responsibilities, and compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;PLEASE NOTE: Candidates local to Honolulu who can work an in-person or hybrid schedule are\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;strongly\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt; preferred; however, remote candidates in the Mountain or Pacific time zones will also be considered.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Perform or assist with all aspects of retirement plan administration, including plan design review, compliance testing, annual reporting, distributions, loans, and client service activities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage or support a caseload of retirement plans, with complexity and independence based on experience level.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a primary or secondary point of contact for clients, advisors, and other business partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review, and communicate compliance testing results and required corrective actions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and resolve plan administration and compliance issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with team members to ensure timely and accurate completion of client deliverables.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings and consultations regarding plan operations, design, and compliance matters.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with process improvement initiatives and departmental projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize internal systems and technology to efficiently manage plan administration responsibilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attend team meetings, trainings, and professional development opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a collaborative team approach by providing support where needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own stewardship of assigned client relationships and deliver exceptional service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Minimum Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree in Business, Finance, Accounting, Economics, Mathematics, Human Resources, or a related field, or equivalent combination of education and experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities and deadlines in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Microsoft Office, particularly Excel.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail and commitment to accuracy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated customer service orientation and professionalism.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently and collaboratively within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Preferred Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Previous experience in retirement plan administration, employee benefits, financial services, accounting, payroll, human resources, or a related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience administering defined contribution retirement plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;QKA, QKC, APA, ERPA, or other relevant industry certifications, or willingness to pursue certification.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with ASC, FT Williams, PensionPro, CRM systems, or other retirement administration software.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage client relationships and provide consultative support.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience mentoring team members, leading projects, or contributing to process improvements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of retirement plan compliance, testing, and plan design.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to act with integrity, anticipate client needs, continuously improve service delivery, and contribute positively to team success.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold; text-decoration: underline;\u0026quot;\u0026gt;Pay Transparency Statement:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The anticipated pay range for this position is \u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;$50,000-$100,000\u0026lt;/span\u0026gt; annually.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011029008,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4011017008}],"offices":[{"id":4016290008,"name":"SI Group","location":"Honolulu, Hawaii, United States","child_ids":[],"parent_id":null},{"id":4009381008,"name":"US-Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/strongpointpartners/jobs/5203512008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4466550008,"location":{"name":"New Orleans, LA"},"metadata":null,"id":5203512008,"updated_at":"2026-06-04T15:04:26-04:00","requisition_id":"201","title":"Retirement Plan Recordkeeping Associate, (RSG)","company_name":"Strongpoint Partners","first_published":"2026-04-28T15:41:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who we are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint Partners is \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW41395917 BCX0\u0026quot;\u0026gt;tech\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;Strongpoint\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt; offers a \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;suite of services \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;that \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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 \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;19 leading firms including HowardSimon (\u0026quot;HSR\u0026quot;), Jocelyn Pension Consulting (\u0026quot;JPC\u0026quot;), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard \u0026amp;amp; Associates (\u0026quot;PA\u0026quot;), Carlson Quinn (\u0026quot;CQ\u0026quot;), SI GROUP (\u0026quot;SIG\u0026quot;), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon \u0026amp;amp; Associates (\u0026quot;KGA\u0026quot;), Cash Balance Actuaries (\u0026quot;CBA\u0026quot;), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity (\u0026quot;BEI\u0026quot;), United Benefit Pensions, Inc. (\u0026quot;UBP\u0026quot;), Creative Retirement Systems (\u0026quot;CRS\u0026quot;), Associated Pension Consultants (\u0026quot;APC\u0026quot;), Allied Consultants, Inc. (\u0026quot;ACI\u0026quot;), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;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:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;a class=\u0026quot;Hyperlink SCXW41395917 BCX0\u0026quot; href=\u0026quot;https://www.strongpointpartners.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun Underlined SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot; data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;www.strongpointpartners.com\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW41395917 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW41395917 BCX0\u0026quot;\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW41395917 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240,\u0026amp;quot;335559740\u0026amp;quot;:276}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Retirement Strategies Group, (RSG):\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Based in New Orleans, Louisiana, Retirement Strategies Group (RSG) is a TPA that provides 401(k) plan administration and recordkeeping services to small- and mid-sized businesses. RSG services 600+ 401(k), Profit Sharing, Cash Balance, and Traditional DB plans. From design and implementation to communication and ongoing administration, RSG helps clients achieve maximum results from their plans. RSG\u0026amp;nbsp;is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Retirement Strategies Group (RSG), a Strongpoint Partner, is seeking a \u0026lt;strong\u0026gt;Retirement Plan Recordkeeping Associate\u0026lt;/strong\u0026gt; to join and support our Plan Accounting department. This \u0026lt;strong\u0026gt;entry-level position\u0026lt;/strong\u0026gt; plays a critical role in ensuring retirement plan transactions are processed accurately, timely, and in accordance with established procedures.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will assist with processing and reviewing plan contributions, distributions, enrollment forms, fees, and participant requests, while also supporting the participant call center. You will perform daily cash and fund reconciliations, complete trade processing, and help resolve discrepancies. This position blends detailed data analysis with ongoing communication, making it an excellent opportunity for an organized, detail-oriented multitasker who is interested in building a career in operations or financial services.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;PLEASE NOTE: This role is an in-person opportunity based out of the RSG office in New Orleans, LA; fully in-person work will be required for ~6 months with potential to shift to a hybrid schedule after training is complete. RSG operates on a “flex schedule” model which allows employees some flexibility regarding their specific work hours.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;16m1o3n\u0026quot; data-start=\u0026quot;120\u0026quot; data-end=\u0026quot;216\u0026quot;\u0026gt;Process retirement plan contributions and distributions in accordance with plan requirements\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1wjpc77\u0026quot; data-start=\u0026quot;217\u0026quot; data-end=\u0026quot;306\u0026quot;\u0026gt;Manage enrollment forms and participant materials, ensuring completeness and accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1bj0kgh\u0026quot; data-start=\u0026quot;307\u0026quot; data-end=\u0026quot;368\u0026quot;\u0026gt;Process applicable fees and maintain proper documentation\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1frur25\u0026quot; data-start=\u0026quot;369\u0026quot; data-end=\u0026quot;451\u0026quot;\u0026gt;Perform daily cash and fund reconciliations to ensure accuracy of transactions\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;sfteo3\u0026quot; data-start=\u0026quot;452\u0026quot; data-end=\u0026quot;517\u0026quot;\u0026gt;Complete daily trade processing activities in a timely manner\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1pr27m7\u0026quot; data-start=\u0026quot;518\u0026quot; data-end=\u0026quot;612\u0026quot;\u0026gt;Utilize vendor platforms to review vesting, process distributions, and manage data uploads\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;x2iyvc\u0026quot; data-start=\u0026quot;613\u0026quot; data-end=\u0026quot;700\u0026quot;\u0026gt;Respond to participant inquiries and provide support to resolve issues or questions\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;8kr6ys\u0026quot; data-start=\u0026quot;701\u0026quot; data-end=\u0026quot;779\u0026quot;\u0026gt;Sort, scan, and organize incoming mail and assign statements appropriately\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;mb97lu\u0026quot; data-start=\u0026quot;780\u0026quot; data-end=\u0026quot;869\u0026quot;\u0026gt;Maintain accurate records and documentation related to plan administration activities\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;7coff\u0026quot; data-start=\u0026quot;870\u0026quot; data-end=\u0026quot;958\u0026quot;\u0026gt;Identify discrepancies or issues and collaborate with internal teams to resolve them\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;ecyp23\u0026quot; data-start=\u0026quot;959\u0026quot; data-end=\u0026quot;1072\u0026quot;\u0026gt;Support cross-functional teams, including operations and client service, to ensure smooth plan administration\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;ecyp23\u0026quot; data-start=\u0026quot;959\u0026quot; data-end=\u0026quot;1072\u0026quot;\u0026gt;Other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Minimum Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent work experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail and ability to manage data accurately across multiple systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent organizational and time management skills, with the ability to manage multiple onboarding projects simultaneously\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and verbal communication skills, including the ability to interact professionally with clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working in a process-driven environment with structured workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office (particularly Excel) and experience working with internal systems or workflow platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work collaboratively with cross-functional teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Preferred Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience working with retirement plans, benefits administration, or financial services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in professional services or operations support environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort with technology and ability to learn new systems quickly\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Value-Driven Employee Experience:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;206\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;128\u0026quot; data-end=\u0026quot;150\u0026quot;\u0026gt;Flexible Workplace\u0026lt;/strong\u0026gt; – Hybrid and remote options available for many roles.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;297\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;209\u0026quot; data-end=\u0026quot;225\u0026quot;\u0026gt;Flexible PTO\u0026lt;/strong\u0026gt; – Competitive paid time off, including flexible \u0026amp;amp; unlimited options.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;390\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;300\u0026quot; data-end=\u0026quot;325\u0026quot;\u0026gt;Inclusive Environment\u0026lt;/strong\u0026gt; – A culture that values diversity, collaboration, and respect.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;474\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;393\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;Growth Opportunities\u0026lt;/strong\u0026gt; – Support for ongoing learning and career development.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;562\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;477\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Comprehensive Benefits\u0026lt;/strong\u0026gt; – Health, dental, vision, life, and disability coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;565\u0026quot; data-end=\u0026quot;584\u0026quot;\u0026gt;Workplace Perks\u0026lt;/strong\u0026gt; – Incentive bonus programs, flexible hours, \u0026amp;amp; more.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;705\u0026quot;\u0026gt;\u0026lt;em data-start=\u0026quot;637\u0026quot; data-end=\u0026quot;703\u0026quot;\u0026gt;**Specific benefits and programs may vary by partner and position.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4011030008,"name":"Retirement Plan Operations","child_ids":[],"parent_id":4011017008}],"offices":[{"id":4017828008,"name":"Retirement Strategies Group, (RSG)","location":"New Orleans, Louisiana, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":12}}