Team Lead, Administration Services
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Strongpoint PartnersRetirement Services
This is a fully remote position and can be performed from anywhere within the United States., All U.S. time zones, with preference for Pacific time.Full-TimeLead
Salary$90,000-$120,000 annually
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Job Details
- Experience
- 8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment; minimum 2 years of experience leading, reviewing, and managing the work of other retirement plan administrators.
- Required Skills
- Microsoft Excel
Requirements
- 8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment.
- Active ASPPA or NIPA professional designation (QKA, QPA, CPC, APA, APR, or equivalent).
- Minimum 2 years of experience leading, reviewing, and managing the work of other retirement plan administrators.
- Strong knowledge of ERISA, IRS, and Department of Labor regulations governing qualified retirement plans.
- Demonstrated experience reviewing technical work and maintaining accountability for team deliverables.
- Strong analytical, mathematical, and accounting aptitude.
- Proficiency with Microsoft Office Suite (Excel, Outlook, Word).
- Excellent written and verbal communication skills.
- Bachelor's degree in Accounting, Finance, Business Administration, Mathematics, or a related field (preferred).
- Experience with retirement plan administration platforms like PensionPro, ASC, Relius, FT Williams, or Datair (preferred).
Responsibilities
- Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work, productivity, and adherence to compliance deadlines.
- Oversee all aspects of qualified retirement plan administration and annual compliance for an assigned team of retirement plans.
- Review, authorize, and provide final quality assurance for team members' work, ensuring accuracy, consistency, and regulatory compliance.
- Track workloads, monitor project progress, and proactively manage deadlines to ensure timely completion of annual administration requirements.
- Serve as the primary escalation point for complex administrative, compliance, and client service issues.
- Review annual compliance testing, including nondiscrimination testing, coverage testing, top-heavy testing, and other required compliance analyses.
- Partner closely with attorneys, actuaries, financial advisors, auditors, and internal stakeholders to resolve technical issues and support client needs.
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