Team Lead, Administration Services
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Strongpoint PartnersRetirement Services
Can be performed from anywhere within the United States, all U.S. time zones; preference for Pacific time zoneFull-TimeLead
Salary90,000 - 120,000 USD per year
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Job Details
- Experience
- 8 years of A-to-Z defined contribution retirement plan administration experience
- 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 others.
- Demonstrated experience reviewing technical work and maintaining accountability for team deliverables.
- Strong knowledge of ERISA, IRS, and Department of Labor regulations.
- Proficiency with Microsoft Office Suite (Excel, Outlook, Word).
- Proven ability to prioritize competing deadlines.
- Strong analytical, mathematical, and accounting aptitude.
- Excellent written and verbal communication skills.
- Strong problem-solving and critical thinking abilities.
Responsibilities
- Lead, coach, and support a team of retirement plan administrators.
- Oversee all aspects of qualified retirement plan administration and annual compliance.
- Review, authorize, and provide final quality assurance for team work.
- Track workloads and manage deadlines to ensure timely annual administration.
- Coordinate with clients to validate census data and financial information.
- Serve as the primary escalation point for complex administrative and compliance issues.
- Review annual compliance testing, including nondiscrimination, coverage, and top-heavy testing.
- Assist with Form 5500 preparation and trust activity reconciliation.
- Partner with external stakeholders including attorneys, actuaries, and financial advisors.
- Identify opportunities to improve operational processes and efficiency.
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