Retirement Plan Administrator, (HSR)

Who we are

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. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients.

About HowardSimon Retirement

Based in Chicago, Illinois, HowardSimon Retirement is a large independent TPA with recordkeeping and advisory capabilities that offers integrated retirement, payroll, and HR solutions through a tech-enhanced service delivery model. HowardSimon is an operating partner of Strongpoint Partners.

Position Summary

Howard-Simon Retirement, a Strongpoint Partner, is seeking a skilled professional who will take full ownership of a caseload of defined contribution 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.

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

Key Responsibilities

• Administer full-cycle (A-Z) plan operations for a book of 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.

Qualifications

• Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
• 2 years of experience in retirement plan administration, preferably in a TPA environment.
• Deep understanding of regulatory compliance and testing standards.
• Knowledge of ERISA regulations.
• Proficient in Relius 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.
• Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).

Pay Transparency Statement

The anticipated pay range for this position is $60,000-$70,000 annually. Individual pay is determined by geographic location, skills, experience, education, and certifications.

Our Value-Driven Employee Experience

• Flexible Workplace: Hybrid and remote options available.
• Flexible PTO: Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment: A culture that values diversity, collaboration, and respect.
• Growth Opportunities: Support for ongoing learning and career development.
• Comprehensive Benefits: Health, dental, vision, life, and disability coverage.
• Workplace Perks: Incentive bonus programs, flexible hours, & more.