Sr. Combo Retirement Plan Administrator, (BEI)

Posted about 1 month agoViewed

95000 - 120000 USD per year

United StatesFull-TimeRetirement Services

Company:Strongpoint Partners

Location:United States

Languages:English

Seniority level:Senior, 10+ years

Experience:10+ years

Skills:

LeadershipProject ManagementMicrosoft ExcelMicrosoft Office SuiteCommunication SkillsAnalytical SkillsProblem SolvingMentoringAttention to detailComplianceFinancial analysisRelationship buildingCritical thinkingTrainingClient relationship management

Requirements:

Bachelor’s degree preferred.
10+ years of ERISA experience in the retirement industry.
Strong financial analysis skills.
Experience with ASC, FTWilliam, and PensionPro preferred.
Proficiency in Word, Excel, and Outlook.
Excellent written and verbal communication skills.
Strong analytical, organizational, and problem-solving abilities with high attention to detail.
Ability to prioritize and manage multiple deadlines while supporting ERISA compliance requirements.
Ability to plan, delegate, and oversee work performed by support staff.

Responsibilities:

Deliver exceptional client service with strong problem-solving and critical-thinking skills.
Communicate clearly and professionally in both written and verbal formats.
Provide ongoing plan design guidance and ensure clients meet IRS and DOL compliance deadlines.
Maintain current knowledge of ERISA regulations and legislative changes.
Oversee all aspects of annual valuations, participant statements, and compliance testing for approximately 70–100 plans (subject to change).
Perform or review annual nondiscrimination and compliance tests, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, 401(a)(26), and 402(g).
Review and coordinate processing of distributions and loans with asset holders.
Prepare or review Form 5500 filings and work with plan sponsors to ensure timely submission.
Support external auditors and assist with IRS or DOL audits as needed.
Collaborate with Actuaries and Sales Consultants on DB/CB plans and combination plan arrangements, providing necessary data and communicating results to clients.
Coordinate conversions for new clients, working with internal and external parties to ensure accuracy.
Partner with support staff to facilitate timely and accurate completion of plan administration tasks.
Safeguard all confidential client and company information in compliance with data-security standards.
Lead project teams and provide training or technical support to junior staff and peers.
Perform other duties as assigned.