Who we are :
Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint's suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, and Karel-Gordon & Associates, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.
The successful candidate will be adept at conducting client and vendor communications, managing takeover plan timelines, and ensuring accurate reconciliation of plan data. Proficiency in Plan Administration and a strong ability to create and implement new business processes are essential. Strong organizational skills, multitasking abilities, and excellent written and verbal communication capabilities are required.
- This is a remote opportunity supporting our partner, Pension Financial Services (PFS).
What you'll do :
Manage end-to-end onboarding process for start-up and conversion retirement plans, ensuring seamless transitions and compliance with regulatory requirements.Participate in calls with client, advisor, and prior vendor recordkeeper to establish the takeover plan timeline, receipt of plan data, and required plan disclosures.Collect and review the necessary takeover documents and coordinate the welcome and plan design call with the new client, advisor and PFS representative.Generate 401(k) plan documents, ensuring accuracy and compliance with regulatory standards, for review by your manager. Once approved for delivery, wrap and deliver the legal plan document via DocuSign.Generate TPA service agreement, for review by your manager, when approved deliver the service agreement via DocuSign.Building the new client and plan in our datbase, launch associated onboarding jobs, upload executed documents into document imaging, ensuring data accuracy and integrity.Utilize software to track new business activities, maintaining accurate and up-to-date records for business development efforts.Assist with preparation of proposals for business development efforts.Prepare TPA forms required by the recordkeeper to establish new or transferring plans or to update the plan specifications and billing for existing plans (TPA swap).Who you are :
5 years of TPA (experience including New Comparability)NIPA or ASPPA designation preferableBachelor's degree in business (or related field)Experience with all phases of the onboarding processes for defined contribution retirement plansExperience designing 401(k) plans and drafting legal documentsConfidence in ability to navigate recordkeeping platformsProficiency in Microsoft Office 365, Teams, Word and Excel (for data analysis and reporting)Ability to interpret basic plan documents, plan adoption agreements and amendmentsExcellent verbal, written, analytical, and organizational skills and a keen attention to detailExcellent customer service skillsAbility to manage and keep track of your workflow with limited oversightStrong initiative, integrity, self-motivation, and results orientationBonus if you have :
Experience with combo plans (defined contribution / cash balance and defined contribution / defined benefit)Experience with FIS Relius Document SoftwareExperience with PensionProPayroll integration set upOur Value-Driven Employee Experience :
Flexible WorkplaceCompetitive PTOInclusive EnvironmentDevelopment OpportunitiesComprehensive BenefitsWorkplace Perks
