Team Lead, Administration Services

Responsibilities

• Lead, coach, and support a team of retirement plan administrators to ensure high-quality work and compliance
• Oversee all aspects of qualified retirement plan administration and annual compliance
• Review, authorize, and provide final quality assurance for team deliverables
• Track workloads and manage deadlines for annual administration requirements
• 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 and coverage testing
• Assist with and review Form 5500 preparation
• Partner with attorneys, actuaries, and financial advisors to resolve technical issues
• Mentor and develop team members through ongoing coaching and technical guidance

Requirements

• 8 years of A-to-Z defined contribution retirement plan administration experience in a TPA environment
• Active ASPPA or NIPA professional designation (QKA, QPA, CPC, APA, APR, or equivalent)
• Minimum 2 years of experience leading and managing retirement plan administrators
• Strong knowledge of ERISA, IRS, and Department of Labor regulations
• Proficiency with Microsoft Office Suite, particularly Excel, Outlook, and Word
• Strong analytical, mathematical, and accounting aptitude

Preferred Qualifications

• Experience administering defined contribution/defined benefit (DC/DB) combination plans
• Experience leading or managing a remote team
• Experience with retirement plan administration platforms such as PensionPro, ASC, Relius, FT Williams, or Datair
• Bachelor's degree in Accounting, Finance, Business Administration, or Mathematics

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.