DC Plan Administrator

Responsibilities

• Independently manage and administer a caseload of retirement plans
• Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
• Deliver strategic recommendations on plan design and compliance
• Prepare annual valuations
• Complete and file Form 5500s
• Calculate employer contributions
• Perform cross-testing and allocation calculations
• Review participant distributions and loans
• Maintain up-to-date knowledge of ERISA rules and regulations
• Review plan documents and ensure operational compliance
• Communicate effectively with clients, advisors, and internal team members

Requirements

• Experience administering defined contribution retirement plans
• Strong understanding of ERISA rules and retirement plan compliance
• Proficiency in administration software such as ASC, Datair, Relius, or FTWilliam

Preferred Qualifications

• Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator

Benefits

• Flexible workplace options
• Flexible and unlimited PTO
• Comprehensive health, dental, vision, life, and disability coverage
• Growth and career development support
• Incentive bonus programs

About the Company

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.