Strongpoint Partners
Retirement Plan Administrator, (PFS)
Strongpoint Partners, Atlanta, Georgia, United States, 30383
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third-party administration, recordkeeping, payroll, and HR solutions.
About Pension Financial Services (PFS): PFS is a pension specialist founded on the principle that "interest today creates tomorrow." PFS provides high-caliber actuarial and retirement planning services to over 800 clients across the Southeast.
Position Summary: Pension Financial Services (PFS), a Strongpoint Partner, is seeking a skilled Retirement Plan Administrator to take full ownership of a caseload of approximately 65-75 retirement plans.
Key Responsibilities:
Administer full-cycle plan operations for 65-75 401(k) and cross-tested retirement plans.
Perform compliance testing, including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
Coordinate year-end valuations and interpret plan documents.
Process participant transactions, such as loans, hardships, and distributions.
Prepare and file IRS/government forms, including 5500, 8955, and 5330.
Reconcile plan assets and complete trust accounting tasks.
Import and manage census and participant data.
Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.
Communicate with clients on plan administration issues with clarity and professionalism.
Leverage internal systems and technology to streamline processes and improve accuracy.
Other duties as assigned.
Qualifications:
5+ years of experience in 401(k) plan administration.
Deep understanding of regulatory compliance and testing standards.
Proficient in ASC and/or PensionPro plan compliance software (preferred).
Skilled communicator with strong organizational and project management abilities.
Detail-oriented with solid math/accounting skills.
Able to thrive in a fast-paced, remote work environment.
ASPPA credentials (or in progress) strongly preferred.
Our Value-Driven Employee Experience:
Flexible Workplace
– Hybrid and remote options available for many roles. Unlimited PTO
– Competitive paid time off, including flexible and unlimited options. Inclusive Environment
– A culture that values diversity, collaboration, and respect. Growth Opportunities
– Support for ongoing learning and career development. Comprehensive Benefits
– Health, dental, vision, life, and disability coverage. Strongpoint Partners is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive environment and provide equal employment opportunities to all qualified applicants.
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– Hybrid and remote options available for many roles. Unlimited PTO
– Competitive paid time off, including flexible and unlimited options. Inclusive Environment
– A culture that values diversity, collaboration, and respect. Growth Opportunities
– Support for ongoing learning and career development. Comprehensive Benefits
– Health, dental, vision, life, and disability coverage. Strongpoint Partners is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive environment and provide equal employment opportunities to all qualified applicants.
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